Already have your CFP? Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies. Eligibility to sit for the CFP® Exam only; designed ...

The Lerner College’s financial planning major is built on a strong foundation of experiential learning. Financial planning courses utilize the latest software to keep students at the forefront of ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

We thought we’d just have juniors and seniors in college who had already taken financial planning courses. During registration, after we had a high school student join the program, we realized ...

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

The Financial Planning and Analysis Project Timeline is a Tableau based tool illustrating the annual fiscal year cycle of critical FP&A processes. The dashboard contains a dynamic progress status as ...

Some traditional, accredited universities offer these courses as part of their finance and business degree programs. In addition to the core financial planning classes, students seeking a ChFC ...

Gain information about the basics of financial planning, including how to conduct ... children that is expected to unfold over the course of the 2020s. Estimates of exactly how much wealth younger ...