A virtual FPA program that last year advanced hundreds of aspiring planners toward the profession — many from groups underrepresented in the industry — could reach that many, or more, in the second ...

Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

TheFinancial Planning Association(FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent courses for a further three years.

The Financial Planning Association has launched a program to help its members work better with the media. In conjunction with AdvisorPR, a division of JConnelly, the association has launched “Media ...

December 2019 marked the 50th anniversary of the financial planning profession. In December 1969, 13 individuals in the financial services industry gathered in an airport hotel in Chicago and planted ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

Financial planners are spending more time discussing supposedly non-financial topics with clients, and they're seeking more training in psychology, according to a new study. Processing Content ...