It was October 1987, and investors would soon have much bigger concerns than an SEC staff memo's new definition of "financial planning." In vague guidance to the nascent industry and the investing ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that ...

Financial planning and budgeting, while distinct, are both essential facets of personal finance management. Financial planning is a comprehensive, long-term approach, focusing on setting and achieving ...

FPA 2022 President-elect James Lee FP Chief Correspondent Tobias Salinger discuss the complexity surrounding the formal definition of financial planning and the challenges that poses to the field's ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Financial planning for allied health professionals refers to the process of assessing their current financial situation, setting goals, and developing strategies to achieve those goals. This includes ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that ...