If you're interested in becoming a certified financial planner, you'll first need to pass the CFP exam. There's a certain amount of planning and preparation that goes into it, including completing ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

No matter the size or scope of your financial goals, a financial plan can help make them a reality. Financial planning is the ...

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 ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

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 ...