The next generation of financial planners is entering the profession with a strong sense of purpose, clear expectations of employers and a largely pragmatic view of artificial intelligence, according ...

While at Virginia Commonwealth University, I was involved with a Financial Planning Association® (FPA®) Student Chapter, had two different internships in financial planning, and ultimately graduated ...

"As a stay-at-home mom, I didn't want to commit to a full-time job, but also wanted to continue pursuing my career," says Hopkin, who holds a certified financial planner designation. As a 1099 ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...

Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), continues to address the ...

"A paraplanner can range from entry-level to experienced," says Alex Hopkin, founder and CEO of Simply Paraplanner. They can have their certified financial planner designation, be a CFP candidate or ...

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 ...

Jump reports a significant rise in AI use among financial advisors, enhancing client experiences by saving time on admin ...

Before beginning my career in financial planning in San Francisco, I imagined a cutthroat, big city culture, long hours and a supervisor micromanaging all of my moves. But that was far from my actual ...

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Across the country, communities are buckling down for a recession, navigating rising interest rates and inflation and managing a third year of the pandemic — all while handling their day-to-day lives ...