Retirement

4 Ways to Convince Retirees They Need a Professional Financial Advisor

Many Americans are not financially prepared for retirement. According to the Report on the Economic Well-Being of U.S. Households in 2013 published by the Board of Governors of the Federal Reserve...

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Financial Planning

Blended Families: The Modern Need for Modern Financial Advisors

So-called "modern families," which include "blended, same-sex, and multigenerational households" are "nearly as common as 'traditional' families with a heterosexual couple and children," according...

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DOL

The Conflict Behind the DOL Conflict of Interest Rule

U.S. Department of Labor's Conflict of Interest Rule is a hot and controversial topic in the financial services profession. Since the rule was finalized in April 2016, its reception has been...

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The College

Faculty Spotlight: Craig Lemoine

Dr. Craig Lemoine, CFP® is the Director of The American College Granum Center for Financial Security.  He holds the Jarrett L. Davis Distinguished Professorship of Financial Planning Technology...

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Financial Planning

Get Ready for the Next CFP® Board Exam

Successful completion of the CFP® Certification Exam is a major milestone in any financial advisor's career. Achieving this designation signifies to fellow professionals and clients that you have...

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Financial Planning

Reach Higher - Become a Chartered Financial Consultant®

For financial consultants, ongoing training and deeper knowledge make you an expert in the field. Becoming a Chartered Financial Consultant® (ChFC®) is an ideal way to not only update and expand...

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Financial Planning

Seven Areas of Expertise You Will Gain With a CFP® Designation

Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and also elevate your practice. Despite what you...

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Financial Planning

The ChFC®: A Powerful and Comprehensive Financial Designation

Advisors interested in obtaining a truly comprehensive financial planning skill set should consider becoming a Chartered Financial Consultant® (ChFC®). The ChFC® is an advanced financial...

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Financial Planning

How to Continue Your Financial Education While Working

While many financial advisors feel the need to advance or continue their education, they often experience a common obstacle: their job, or rather the hours in a week monopolized by a demanding...

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