The Financial Planning Association is launching a portal, FPAi, that will serve as an AI content library for its members.

The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

To help financial planners become more comfortable with this emerging technology, the Financial Planning Association has partnered with Capital Investment Advisors to launch the FPAi Authority.

The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

The CEO who ushered in greater stability at the Financial Planning Association under centralized leadership and collaboration died of cancer. Patrick D. Mahoney, 62, died Feb. 1 after "after a long ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

A holistic financial plan goes beyond—here’s how to approach it.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...