The Financial Planning Association has created a four-hour course designed to help financial planners assist clients with higher education costs and financial aid.
Designed with College Aid Pro, the course qualifies for 4.5 CFP CE credits provides technical information about college funding as well as exercises to help planners guide clients through the behavioral and emotional aspects of college decisions.
The course, which costs $199 fee for FPA members and $299 for nonmembers, enables an adviser to project a family’s financial aid and out-of-pocket cost at individual institutions, create a college funding plan manageable by students and parents, understand federal and other formulas for financial aid, and help analyze, compare and appeal financial aid letters.
Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
