News

Local veteran Austin Wade shared his experience with budgeting after military service, highlighting the need for financial education across all age groups.
You’ve also developed other programs? After we started The Externship, I came to realize that we have a real training problem in the financial planning field. I’d hear it from new financial ...
The University of Illinois—Urbana-Champaign's Financial Planning for Young Adults This is another course you can find on Coursera.org, and it's offered by the University of Illinois—Urbana ...
Now in its sixth year, The Externship has grown into the premier online training program for those looking to enter or advance in the financial planning profession. With over 2,000 people already ...
Hosted by financial literacy specialist Yolanda Soto, these workshops intend to provide ... that real financial security requires strategy, planning and knowledge. "Participants who come to ...
Keeseekoose First Nation invited financial advisors from a nearby bank to give a workshop to members earlier ... or or the information to do better planning, so we want to do better this time ...
Keeseekoose First Nation invited financial advisors from a nearby bank to give a workshop to members earlier this month ... people didn't have the tools or or the information to do better planning, so ...