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 ...

Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance ...

Discover what sets the Chartered Financial Consultant (ChFC) designation apart, including course details, industry benefits, ...

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 ...

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

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 ...

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

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 ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...