A leading provider of wealthtech solutions and an internship program that supports aspiring Black and Latinx advisors are joining forces to give the next generation of underrepresented planners access ...
Durango Financial Planning has announced it will continue with its marketing internship program through Fort Lewis College for its third year in a row. Ken Duncan, owner of the financial firm, started ...
Expecting its largest cohort yet, The 2026 Externship introduces a new mobile learning platform, two new major technology partners, and two real client case studies that bring complex planning ...
It was early summer of 2020, the COVID-19 pandemic was devouring every business routine, and Hannah Moore, an action-oriented financial planner in Richardson, Texas, was alarmed. Advisories that had ...
We're barely two months into 2023 and the BLX Internship Program already has a major problem on its hands. There is simply too much young, diverse talent trying to break into the industry and make an ...
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 ...
"As a stay-at-home mom, I didn't want to commit to a full-time job, but also wanted to continue pursuing my career," says Hopkin, who holds a certified financial planner designation. As a 1099 ...
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