For these comparisons, I create a case study for a forty-year-old married couple with two children who are now constructing a lifetime financial plan. Jerry and Beth have determined that it is time to ...

The Financial Planning Association, Ameriprise Financial, and the Certified Financial Planner Board have announced the eight collegiate finalists of their co-sponsored 2017 Financial Planning ...

FPA, Ameriprise Financial, CFP Board and AFS jointly developed the Financial Planning Challenge to support the next generation of financial planners by: engaging financial planning students and ...

The teams are made up of college and university finance undergraduate students. The first two stages of the three-stage competition are modeled after the CFP Board’s Financial Plan Development Course ...

Julie Young is an experienced financial writer and editor. She specializes in financial analysis in capital planning and investment management. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an ...

The Financial Planning Association, Ameriprise Financial and the Certified Financial Planner Board of Standards announced on Tuesday that students in CFP Board-registered universities can now apply ...

Eight teams of college students will test their financial planning knowledge at the FPA Annual Conference this September. Designed for undergraduate finance degree programs registered with the CFP ...