WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →
LOS ANGELES, January 19, 2022 /PRNewswire/ — RVW Wealth is pleased to announce that Eva Barberi Financial Planning has merged with RVW Wealth, LLC January 1, 2022. Eva Barberi Financial Planning brings over 15 years of experience working with women to develop collaborative and effective financial plans that reflect clients’Read More →
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FAIRMONT, Minn. (KEYC) – A new year ahead means everyone’s annual goal check, and a frequent goal to check is finances. As people look back on their previous year and the year ahead, Sweet Financial Planning said the new year provides an opportunity to assess and adjust accordingly. “Now, IRead More →
Year-End Elements of Financial Planning | Guest column December 28, 2021 12:17 p.m. With the end of the year fast approaching, we remind our clients that now is the time to review key aspects of their finances. As financial planners, there are some things that we consider very important toRead More →
Some financial planners will deliver what I would call “an assessment that doesn’t have to be … [+] your best interests” as a suitability assessment, rather than an assessment of “your best interests”. To consider The term financial planning is often used casually. And the term financial advisor also appliesRead More →
Retirees and near-retirees often don’t know what they are looking for when looking for a financial advisor. We know this because of the emptiness of the sales pitches consulting firms use to get our retirement planning business. Since these companies often employ some of Madison Avenue’s best public relations firms,Read More →
MUNCIE, Ind., December 16, 2021 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announced the acquisition of eFinPlan, a website for to help individuals understand the importance of sound financial planning. “At Moneytree, we recognize that improving financialRead More →
What do you want to know FFP seeks to support its growing set of pro bono programs. FFP has already raised almost a million dollars. Founded in 1995, FFP provides pro bono financial advice and planning to financially vulnerable groups. The nonprofit Foundation for Financial Planning announced last week thatRead More →
Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (ChFC) could be a great place to start. While ChFC may be less wellRead More →
WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →
The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →
WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →
For example, there is tax-free compensation, generous education benefits, no or low cost health care, housing allowances and a host of free services on base. That’s why Certified Financial Planners advising military and veteran families suggest you anticipate and plan for what’s to come to minimize financial disruption while savingRead More →
“Millennials see money not just as a store of economic value, but as an expression of their ideals, such as inclusion and diversity, social justice and climate change. And there is a real opportunity for finance professionals to better position themselves and adapt their service offerings,” says Dr. Brooke hitresearchRead More →
K-State’s All-Female Team Places Second in Financial Planning Association’s National Financial Planning Competition Tweet that “Megan, Britta and Ana represent the first all-female team to compete since K-State and one of the first to compete nationally,” Personal Financial Planning Department Chief Martin Seay said. “The team’s accomplishments are a testamentRead More →
TORONTO, October 29, 2021 /CNW/ – FP Canada is pleased to host the 13and the annual Financial Planning Week and new expanded virtual conference, taking place from November 23-November 25, 2021. The theme this year is Connect.Grow.Achieve. The conference, moderated by CTV’s chief commentator, Patricia Lovett-Reid, CFP®brings together professional financialRead More →
WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →
CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →
WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →
Financial advisors with some experience in their field often pursue ChFC to broaden and deepen their practice, as the courses touch on many modern financial planning topics. According to the American College of Financial Services, more than 40,000 people have earned the designation. Here’s how to get a ChFC andRead More →
The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →
For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →