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 ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

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 ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

Unlike America’s largest banks, you and your business are not too big to fail. No one is coming to save you or your company should your finances hit a rough patch. That’s why it’s essential to have a ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...