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 ...

But is “life-changing” even a possible outcome for financial planning, or is that lofty aim an overreach? For the elderly widow with no heirs I met who, gripped by fears that stemmed all the way back ...

CPA financial planners who understand how psychological factors influence decision-making can better work with clients and operate their practices more effectively. That’s the view of Michael E.

The CFP Board, which markets its advisors as the industry's most trusted professionals, directs consumers to a search tool that buries thousands of customer complaints, regulatory violations and ...

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

64% identify AI and machine learning as top technology investment priorities for 2026, up from 43% in 2025. Only 15% of ...

Moving abroad is popular these days. Whether you’re relocating for a better retirement, a quest for adventure or the opportunity to travel while working remotely, it’s important to understand that the ...

Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...