The Financial Planning Association announced that its four annual national conferences are being reengineered and rebranded to make them more impactful and relevant in what has become a crowded ...

Experience financial planner and educator D. Crystal Alford-Cooper is stepping in as the FPA names three new members for three-year terms.

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced today that the Board of Directors ...

A coalition of leading financial planning organizations today asked a House committee to reinstate the tax deduction for financial advice, which was cancelled as part of the Tax Cuts and Jobs Act ...

The CEO who ushered in greater stability at the Financial Planning Association under centralized leadership and collaboration died of cancer. Patrick D. Mahoney, 62, died Feb. 1 after "after a long ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

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 ...

The Financial Planning Community Project was created five years ago to not only teach financial literacy, but it also offers free financial advice to college students.

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening their business for funding opportunities.