Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Jens Pascucci (left) and Dominic Altobelli, both graduates of Merrill's training plan, are on Financial Planning's 2025 Top 40 Brokers Under 40 list. But two brokers on Financial Planning's top 40 ...

Chris Field has been named the director of the Aggie Financial Planning Clinic in the Texas A&M College of Agriculture and Life Sciences Department of Agricultural Economics. Chris Field is the first ...

The College for Financial Planning is helping more financial professionals raise their cache of credibility with clients with the launch of a new training program on its platform. The Kaplan company ...

Smaller advisory practices that are eager to bulk up their teams but unable to set aside the time and tap into the other resources it takes to train them just got a new possible solution. In addition ...

Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Key Takeawys Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors.The platform integrates with CRMs like Salesforce and financial planning ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...