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 ...

With five years of experience as a writer and editor in the higher education and career development space, Ilana has a passion for creating accessible, relevant content that demystifies the higher-ed ...

Explore the evolution of finance careers from advisors to life planners, emphasizing purpose, impact, and the importance of ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...

Whether you're a CEO needing to adapt and transform your business practices rapidly in response to COVID-19 or a college senior having your plans for a career in live music events upended by the same ...

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 ...

(StatePoint) As Americans have increasingly realized they need competent, professional advice about how to manage their money, financial planning has grown significantly as a profession over the past ...

Hiring a personal financial planner can feel a bit like handing a stranger the keys to your future; or at least giving them a role in it. This is a person you're trusting to guide the financial ...

TOPEKA, Kan. (WIBW) - The first student with Advisors Excel’s Women and Minority scholarship will graduate in May from Kansas State University. According to Advisors Excel, K-State Senior Jayde Madel ...

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 ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...