Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
College for Financial Planning Offers Two New Certificates
By Melanie WaddellThe completed coursework could be transferred to an undergraduate degree at a college or university.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 07, 2026
4 Ways to Put 'Success' in Succession PlanningFew choices carry more weight than a successor, yet many leaders leave that search until it's nearly too late.
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
March 02, 2026
As Millennial Wealth Grows, the Complexities Are Getting RealAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.