Learn about the five financial planning software programs that are most commonly used by professional financial advisors.
This revolutionary AI is the result of a unique collaboration between Eric McLoyd, Sr., a seasoned financial advisor and coach, and his 16-year-old son, Eric Jr., whose fascination with technology ...
LAS VEGAS, Jan. 30, 2020 /PRNewswire/ -- The National Financial Educators Council (NFEC) has announced that the open enrollment period for the Certified Personal Finance Consultant (CPFC) program ...
A financial coach is an expert who helps clients understand money matters such as budgeting, saving, and managing debt.