Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing. Deutsch especially enjoys working with tech ...

George Allen, Caleb Hoopes and Christopher Olsen (left to right) of Texas Tech University were the winning team at the 2023 Financial Planning Challenge which concluded in Phoenix. "I've seen their ...

(StatePoint) The demand for financial planners is on the rise, making this an attractive professional path for anyone to consider, from students to career changers. With the goal of promoting a ...

In preparation for the post-college scramble for jobs, students often migrate toward familiar professions. But many students searching for a career in a prominent field pivot to something else before ...

(StatePoint) Considering a career in financial planning? Those in the industry point out that financial planning provides opportunities to chart one’s own path, maximize growth potential, and maintain ...

How a former Texas A&M student's parents' financial struggles inspired him to build a career in financial planning and give ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...

Internships are a rite of passage for many college students embarking upon a financial planning career. Interns today are up against challenging virtual workplace dynamics, a looming recession and ...

The financial planning profession offers exactly the qualities many women college students and career changers are seeking, according to CFP Board’s latest research report Advancing Women in Financial ...

In an era marked by economic uncertainty, evolving lifestyles, and increasingly complex financial choices, the ability to ...