Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

For an advanced certificate, you’ll select the remaining class from the Level 1 certificate set of courses, and two from a more advanced set: Financial Strategy and Value Creation Corporate Financial ...

There has been an encouraging trend among advisers and plan sponsors to implement financial management programs with the goal to help participants become more financially secure and confident. The ...

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Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

Montvale, N.J. (Feb. 3, 2004) -- The Institute of Certified Management Accountants has announced several changes to its Certified Management Accountant and Certified in Financial Management programs.