Personal Financial Planning

In March, current and prospective students of our Personal Financial Planning certificate logged on to Zoom to hear how a recent...

On Wednesday, November 28, current students and those interested in our Certificate Program in Personal Financial Planning came to our...

Did you know that a majority of your “conscious” decisions are really driven by subconscious biases?

Eric Hon wasn't a passive student while completing the Certificate Program in Personal Financial Planning. Rather, he engaged his...

Our Certificate Program in Personal Financial Planning provides an academic path to joining the financial planning profession. Through...

For some, online advice and tutorials provide enough information to keep their finances on track. For others—like Sarah...

When you talk to Adrian Morris, you are overwhelmed by her passion to help others. She is an advocate in the making.

I’m on the phone with Jesse Pence, and her love for the personal financial planning professional is practically oozing out of the...

This year, we virtually celebrate our annual Personal Financial Planning Awards. Hosts Brian Kozel, 2020 chair of the program’s...