The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

With the ever-increasing proliferation of technology aiming to help individuals with virtually every aspect of their financial lives, it’s not surprising that many clients are turning to financial ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Spontaneity as a concept has been highly romanticized in pop culture. However, in reality, life favours systematic planners; more so when it comes to planning finances. Be it to meet short term or ...