For these comparisons, I create a case study for a forty-year-old married couple with two children who are now constructing a lifetime financial plan. Jerry and Beth have determined that it is time to ...

The Financial Planning Association, Ameriprise Financial, and the Certified Financial Planner Board have announced the eight collegiate finalists of their co-sponsored 2017 Financial Planning ...

FPA, Ameriprise Financial, CFP Board and AFS jointly developed the Financial Planning Challenge to support the next generation of financial planners by: engaging financial planning students and ...

Julie Young is an experienced financial writer and editor. She specializes in financial analysis in capital planning and investment management. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an ...

Eight college teams will compete in the 2017 Financial Planning Challenge at the Financial Planning Association’s annual conference in Nashville, Tenn., in October. The competition, sponsored by the ...

Gurobi Optimization, LLC, the leader in decision intelligence technology, today announced that Canadian fintech company MyGoals is leveraging the Gurobi Optimizer to deliver smarter, more personalized ...

The CII R06 exam stands apart from the other R0 units. It’s the first written paper most candidates encounter on their path ...

Mayfield’s real-world case study shows how a family of three applied its budgeting tools to gain control over spending, build an emergency fund, and review results monthly. Through structured planning ...

The Financial Planning Association, Ameriprise Financial and the Certified Financial Planner Board of Standards announced on Tuesday that students in CFP Board-registered universities can now apply ...

The investors and board of a PLC assume a high level of foresight by its executive team. “We need to have succession plans that are for the next 12 or 24 months or an even longer time frame than that, ...

Effective financial planning is essential for navigating life's uncertainties and achieving long-term goals, whether you're saving for retirement, managing debt, or investing for the future. Financial ...

The teams are made up of college and university finance undergraduate students. The first two stages of the three-stage competition are modeled after the CFP Board’s Financial Plan Development Course ...