I’m a Financial Planner: 5 Ways High-Net-Worth Households Manage Money Differently Than the Middle Class

As a Certified Financial Planner (CFP) with 35 years of investment experience, I’ve worked with clients across all income and ...
Hosted on MSN

Free continuing education classes for financial advisors

Obtaining professional certifications or designations can enhance your credibility and help you attract new clients. Roughly one-third of advisors have a Certified Financial Planner (CFP®) credential, ...
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How do the wealthy manage money differently? 5 strategies financial planners say the middle class rarely uses

A closer look at the financial habits that separate high-net-worth households from typical middle-class money management.
AOL

I’m a Financial Planner: Here’s What the Middle-Class Trap Is and How You Can Avoid It

For many Americans, being middle class is a mixed bag. On one hand, you have a reasonably comfortable lifestyle and standard of living. You likely have a decent job, can afford life’s basic ...
unr.edu

Personal Financial Planning Program

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 ...
ABC15 Arizona

Make sense of taxes and retirement with free classes from the Foundation for Personal Financial Education

BREAKING BARRIERS IN FINANCIAL LITERACY: SCOTT SANDELL’S MISSION TO EDUCATE, EMPOWER, AND PREPARE AMERICA FOR RETIREMENT Submitted/Scott Sandell – In a world flooded with sales pitches, quick fixes, ...
Wall Street Journal

What Is a Certified Financial Planner (CFP)?

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...
Entrepreneur

Decoding the certified financial planner’s role

As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...
Santa Clara University

Certified Financial Planner Program

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 ...
Wall Street Journal

What Is a Financial Consultant?

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...
syracuse.com

Everyday Cheapskate: Are you relying too much on your financial planner? Do you even need one?

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...