Financial Planning Education

NECN	In Focus: Preparing for tax time NECN Certified Financial Planner Jennifer Lane from Compass Planning has some tips to help you get organized and get a jump start. Jennifer shares why it's ... and more »

AICPA Offers Roth IRA Conversion Guide - WebCPA

AICPA Offers Roth IRA Conversion Guide
WebCPA
The book reveals how a conversion to Roth IRAs allows CPAs to help clients accomplish a variety of financial planning goals, including investment allocation ...
Recession could make conversion to a Roth IRA advantageousThe Spokesman Review
Guest column: New year is a good time to consider adding Roth IRA to financial ...DesMoinesRegister.com
Roth Withdrawals: A Huge Plus and a Few PitfallsFOXBusiness

all 41 news articles »

eSilicon Improves Business Visibility and Efficiency With Oracle(R) Enterprise ... - CNNMoney.com (press release)

eSilicon Improves Business Visibility and Efficiency With Oracle(R) Enterprise ...
CNNMoney.com (press release)
Prior to Oracle, eSilicon managed financial forecasting and planning with spreadsheets. The manual process was time consuming, error-prone and lacked ...

and more »

Merrill Lynch Launches $20 Million Effort - MediaPost Publications

Merrill Lynch Launches $20 Million Effort
MediaPost Publications
... Fortune, Golf Magazine, Food & Wine, Kiplinger's, The New York Times, The Economist, Investor's Business Daily, Financial Planning and InvestmentNews. ...

and more »

Silver Tsunami: A Boomer In Name Only - Financial-Planning.com

Silver Tsunami: A Boomer In Name Only
Financial-Planning.com
When deciding to frame a retirement income column solely around baby boomers, one may be inclined to ask, ...

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Additional Financial Planning Education Resources:

1. Financial Planning Certification, Courses and Financial Management
Online courses in financial planning education. Training topics include: certified financial planning, understanding financial statements, business finance,

2. Association for Financial Counseling and Planning Education (AFCPE)
A non-profit, professional organization promoting improved personal financial management education, training, and certification of financial counseling and

3. National Endowment for Financial Education
Foundation dedicated to the mission of helping all Americans acquire the information and gain the skills necessary to take control of their personal

4. Mymoney.gov - Financial Literacy Education Commission
MyMoney.gov is the U.S. government's website dedicated to teaching all Americans the basics about financial education. Whether you are planning to buy a

5. Certified Financial Planner Board of Standards Inc. - United
Register as Continuing Education Sponsor · Login as a Registered Continuing Education Sponsor Plan it! Quick Links. ? Learn About Financial Planning

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