Obtaining professional certifications or designations can enhance your credibility and help you attract new clients. Roughly one-third of advisors have a Certified Financial Planner (CFP®) credential, ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...

Edelman Financial Engines commits $10M to establish Rowan University’s School of Financial Planning, addressing the advisor shortage and advancing CFP education.

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...