New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...
Advisors who are interested in staying abreast of industry news and trends while at the same time potentially earning an hour of continuing education credit should head over to the latest CE quiz ...
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 ...
A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...
Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...
The awards were presented during the 2025 AFCPE Symposium, which welcomed more than 700 in-person and virtual attendees. "We are honored to celebrate this year's AFCPE Award recipients," said Rachael ...
Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...