A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

A holistic financial plan goes beyond—here’s how to approach it.

A financial debt advisor can help you make a repayment plan.

At SNHU, we want to make sure you have the information you need to make decisions about your education and your future—no matter where you choose to go to school. That's why our informational articles ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

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 ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

The new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform. Conquest Planning Inc. (“Conquest”), a technology platform ...

Kat Tretina is a freelance writer based in Orlando, FL. She specializes in helping people finance their education and manage debt. Kat Tretina is a freelance writer based in Orlando, FL. She ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

The certified financial planner (CFP) designation is widely recognized by many professionals and considered to be the gold standard in financial planning. Advisors have to meet rigorous education, ...