The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement and ...

Most investors acknowledge that they could benefit from professional advice, with 70% of plan participants agreeing that a financial professional could do a better job of managing their retirement ...

Effective financial planning is essential for navigating life's uncertainties and achieving long-term goals, whether you're saving for retirement, managing debt, or investing for the future ...

Ignoring financial planning when you're in a couple can have serious consequences. Here's what you need to do if your partner isn't on board.

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...

Research Papers The 2022 Colloquium features 28 research papers, with four papers from researchers in industry and 24 from domestic and international research universities.

All the financial advice you’ll ever need fits on a single index card At first glance, fiscal planning can seem more complex and time-consuming than it’s worth.

The research reveals insights into the use and impact of AI in financial planning, with two in three financial planners reporting that their firms are already using AI or planning to adopt it ...

Being aware of bias can help planners increase the likelihood that their recommendations will have outcomes that are highly favourable to clients. TORONTO, Dec. 15, 2022 /CNW/ - Financial planning ...

Financial stability (25%) – Many women prioritise financial security before starting a family. Career goals (12%) – Ambitious career objectives often delay family planning.

Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded ...