Technology can help you run your business more efficiently and produce better results for your clients. A majority of ...

Balance financial planning knowledge with core business skills. The MBA degree provides students with the skills needed to transform a planning practice into a planning business, or pursue a ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening their business for funding opportunities.

Siamack Shojai, dean, William Paterson University’s Cotsakos College of Business, accepts “Heart of Financial Planning” award from Diane DeOliveira, president, Financial Planning Association, New ...

As colleges and universities start the new school year, the student debt bomb could be leading to growing enrollments in college-level financial advisory courses and programs, the CFP Board’s director ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...

The City of Pueblo announced they are launching a new, free financial planning program. The program will focus on "legacy ...

Ph.D. in Financial Planning, Finance, Business Administration, or Economics Official transcript from a regionally-accredited college or university showing conferral of doctoral degree International ...