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 ...

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 ...

A trailblazing online course to train financial advisors on how to assist clients with addiction and mental health issues is now available nationwide. Processing Content The Recovery Within Reach ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Against the backdrop of looming mass advisor retirements and eye-popping attrition rates for new advisors, Affiliated Advisors is today launching an affiliation program to provide next-generation ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...