Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

Project management refers to planning and overseeing the tasks necessary to achieve a goal. These goals can include implementing a new software system, merging two departments or analyzing the ...

Two essential professionals on just about any financial team are a financial advisor and an accountant. Some financial advisors have in-house tax specialists, but at other times, it's up to the client ...

Colleges and universities are navigating technological change, shifting demographics, evolving workforce demands and fluctuating economic conditions. As a university president, I’ve seen how ...

Financial planning has always been a high-risk, high-reward industry. As a result, disruptors are always looking for ways to maximize opportunity and mitigate risks. Against this background, ...

Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the ...