Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

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 ...

Our ACBSP-accredited and CFP Board-registered MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.

Focused on the "art and science" of financial planning, this CFP Board-registered program allows you to customize your courses and earn an accredited degree that positions you for success in your ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

Start building savings, managing debt and investing early in your 20s and 30s. Maximize retirement contributions and refine long-term strategies in your 40s and 50s. In retirement, shift focus to ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Learn how to create a comprehensive financial plan as an entrepreneur. This article covers the definition and step-by-step ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

We’re hosting an Open House reception to give you an opportunity to learn more about what Cal Lutheran's School of Management has to offer. You'll meet faculty and staff, current students, and alumni ...