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 ...

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 ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

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 ...

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 ...

This guide outlines the most important factors to consider when choosing a financial planner ahead of retirement.

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 ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

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 ...