Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Jens Pascucci (left) and Dominic Altobelli, both graduates of Merrill's training plan, are on Financial Planning's 2025 Top 40 Brokers Under 40 list. But two brokers on Financial Planning's top 40 ...

Smaller advisory practices that are eager to bulk up their teams but unable to set aside the time and tap into the other resources it takes to train them just got a new possible solution. In addition ...

Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

Becoming a financial advisor can be challenging, even with a wealth of resources available. My experience in financial advising has been filled with mentors and supportive family members, from Hawaii ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...