Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...

The curriculum is aligned with the CFP® Board’s Principal Knowledge Topics and covers principles and practices of essential areas of financial planning, including: Wealth Management Investment ...

Creating a long-term financial plan is essential for securing your future. By understanding the differences between ...

CPAs and CFP® professionals have different but complementary areas of expertise ... certification is the standard of excellence in financial planning. Much like the CPA license, the CFP ...

As a mentor for aspiring CFPs, Koslow encourages applicants to follow their passion and see what areas of financial planning interest them most. "There are so many ways that CFPs can help clients ...

"ChFCs are well-versed in all areas of financial planning, and most are able to provide either comprehensive financial planning services or more specialized services, depending on the needs of ...

Then there are the gray areas of financial planning that include contingencies, depreciation, amortization — situations where the adviser’s judgment, based on experience and knowledge ...

working with a Bay Area financial planner can set you up for a successful future. From debt repayment to retirement planning and investment strategies, a certified financial planner can educate ...

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Andrew Altfest is founder and CEO of FP Alpha, an AI-driven advanced planning solution that covers more than 16 areas of financial planning. He is also the president and principal advisor at ...