Personal Financial Planning

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

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

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...

On Nov. 30, 2017, current students and those interested in our Certificate Program in Personal Financial Planning came to our San...

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...

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

Students had an opportunity to ask questions and network with members of the Bay Area professional financial planning community.