3 common misconceptions about working with a financial planner

Think financial planners are only for the wealthy and that AI can replace human advice? Nope. Even people with moderate ...
University of Wyoming

Certified Financial Planning

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...
unr.edu

Personal Financial Planning Program

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 ...
NerdWallet

What Is a Financial Planner, and Do You Need One?

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...
Financial Planning

With digital 'watercoolers' and no 'Big Brother,' Fidelity feeds advisors' hunger for community

Wealth management is a people-first profession at its core, but trudging through daily tasks in an environment where remote work and isolation are now more prevalent can stymie those all-important ...

3 steps to keep your digital data safe, courtesy of a financial planner

As data breaches and cyberattacks increase, it's vital to maintain good data hygiene and reduce your personal information ...
24/7 Wall St

What’s the difference between a financial planner and a financial advisor?

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...
Forbes

How To Prepare To Speak With A Financial Planner For The First Time

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...
CNBC

Almost half of Americans don't have a financial plan. Taking this step can change that

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...
MarketWatch

Financial adviser vs. financial planner: What’s the difference?

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...
NerdWallet

Do You Need a Divorce Financial Planner?

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...