As modern technology continues to advance at rapid speed, artificial intelligence is now capable of performing tasks that was ...

The average American worker will likely spend 20 years or more in retirement. That’s a very long time to go without employment income, which is why it’s crucial to develop a distribution strategy ...

Discover how actuarial value determines cost-sharing in health insurance, affecting premiums and out-of-pocket expenses ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...

Not only can the field of finance feel obtuse, the wide variety of people who can help you with your money — and the alphabet soup that their titles contain — can seem headache-inducing. According to ...

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 ...

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...