The standard-setting group is mulling increasing continuing education requirements and requiring that CFP aspirants have certain types of financial planning-related experiences, among other changes.

Bengaluru-based technology native retail company Ace Turtle has announced two significant updates to its proprietary ...

As the demand for financial planning professionals continues to rise, Western Colorado University is excited to announce a $26,000 seed grant from Alpine Bank to support the development of the ...

In an ever-evolving world, one thing is consistent: our need to move. Commercial and personal travel are at the basis of day-to-day ...

Whether the township’s planning and zoning boards should remain separate or combine is a more nuanced discussion than appears ...

Advisors usually ask clients about their financial goals during the discovery process. For mid-career clients, this could be ...

A Step-by-Step Guide There are many reasons to switch banks. Perhaps your new bank is in a better location, has fewer fees, ...

Enterprise resource planning (ERP) is a software that enables organizations to manage and automate their business processes. This software has been widely used for back-office operations, which ...

The answers can help focus corporate budgets and strategic plans on investments that offer the most overall value to the ...

For anyone looking for a career with low barriers to entry but significant earning potential, financial planning can be a step in the right direction. Becoming a professional financial planner can ...

This includes leveraging AI to significantly enhance financial planning and analysis (FP&A) processes by automating routine tasks such as accounts payable, journal entries, data gathering ...