Financial Planning Premium Site License Program gives you and your company an unprecedented opportunity to keep at the leading edge of the marketplace. Our program is the ideal solution to your ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

A financial plan can help people assess where they are ... Additionally, he has Series 7, Series 63, Series 66, Series 26 securities licenses, and Life, Accident, Health and Long-Term Care licenses.

"CFPs and CPAs must complete formal education, undergo rigorous examination and licensing qualifications ... such as a retirement planning specialist, or RPS, for financial advisors focused ...

Financial planning is the process of deciding upon ... They need at least a Series 7 license to buy and sell most securities. Those who manage $25 million or more in assets must register with ...

He holds the designations of Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), the FINRA Series 7, 63, 65 licenses, as well as tax preparer license. Financial ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

The company's larger vision is to expand its reach across major Indian cities, aiming to meet the growing financial advisory demand in the country.