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Curious about the Financial Planning field? 💬 Drop your questions in the comments below! Whether you're just starting out or deep into your journey, we want to hear from you. Throughout the month, our team will be answering select questions in upcoming discussion posts. Let's learn together! ✨
Global Markets and Financial Planning
Global interconnectedness has made international markets a central factor in personal financial planning, especially for those focused on investing and long-term retirement security. Changes in political stability, military conflicts, and trade policies such as tariffs directly shape the economic outlook and can alter how…
Busting Financial Planning Myths: Alumni Edition
Let’s start the week by busting some common financial planning myths. We know there’s a lot of advice (and misinformation) floating around, and who better to separate fact from fiction than our amazing alumni? Question for you: 💬 What’s the top financial planning myth you’ve encountered in your work or studies? It could be…
Cryptocurrency Insights for Advisors
The Future of Financial Advice in a Crypto-Enabled World As crypto and digital assets become more integrated into financial planning, one thing is clear: investors will still need human advisors. Even with the rise of robo-advisors and automation, navigating crypto requires judgment, experience, and strategic thinking that…
The $3,000 “Secret” Behind Better Saving Habits (Even When Big Bills Are Coming)
A 2025 study found that households with a “financial safety net” are more likely to demonstrate a saving habit (spending less than income), and that long-term savings goals help explain part of that relationship. In the research, a “safety net” is defined very specifically as being able to access $3,000 or more in…

College for Financial Planning® Alumni
Our goal is to help you forge lasting connections and advance your career with your alumni network.
Financial Planners Professional Community
Open chat for aspirational and active financial planners to share questions, solutions, experiences and connections.

📚 Resource Roundup: Share Your Favorites!
Looking to grow your skills and stay ahead in your career? Let’s help each other out! We’d love to hear what articles, online courses, or tools have been most helpful in your professional journey. 💡 Comment below with your go-to resources so other alumni can benefit too. Whether it’s a must-read article, a favorite course,…
📊 Tax Season Is Coming — What Financial Advisors Should Do Now
Tax season has a way of sneaking up fast—for both advisors and clients. A little proactive planning now can reduce stress, uncover opportunities, and strengthen client trust when it matters most. ✅ What You Can Do Now Review 2025 financial activity early Identify capital gains/losses, large deductions, RMDs, charitable…
Master’s Monday Insights: Faculty Feature – Who’s Teaching This Spring?
Meet the faculty guiding you through your Spring 2026 coursework! Master of Science in Financial Analysis (MSFA) — Spring Term I (1/12/26 to 3/8/26) Get ready for these core courses: ACCT545 – Barclay Roper and Caitlin Forehand ACCT555 – Spring Term II TBD FINA575 – Todd Feldman and Sina Rezaei FINA585 – Jim Falter and…
Honoring Dr. Martin Luther King Jr. Today: A Legacy of Justice and Equality
Today, Monday, January 19, we celebrate Dr. Martin Luther King Jr. Day and reflect on his lasting legacy. Dr. King’s dedication to justice, equality, and peace continues to inspire us. Through his leadership in the civil rights movement, he challenged our nation—and each of us—to work toward a society where everyone has…
👋 Welcome to the College for Financial Planning Alumni Community!
If you’re new here, we’re excited to have you! Let’s start by getting to know each other. Share a little about yourself: Your name Graduation year What you’re currently working on Anything fun or interesting about you! Even if you’ve been part of the community for a while, feel free to reintroduce yourself and connect with…
Master’s Monday Insights: Welcome & Introductions
Welcome to the Master’s Program for Spring 2026! We’re thrilled to have you join our community. ✨ Introduce Yourself: Tell us a bit about yourself! Where are you from, and what inspired you to take this next step in your educational journey? 📍 Where Are You Studying From? Let’s see where everyone is joining from! Share…
🔔 Reminder: How to Tag a Faculty Member or Peer
Want to get someone’s attention or reply directly? Here’s how: 🏷️ Type the @ symbol followed by their username (no spaces). 📌 Example: To tag Rachel Seton, type @RachelSeton _CFFP in your comment or post. ✅ You can tag multiple people in the same message too! Not sure who to tag? Check out the Who to Tag for Help:…
🎉 New Year, New Connections! 🎉
Happy New Year, alumni! 2026 is here, and it’s the perfect time to set goals for growth, connection, and making an impact. Whether it’s advancing your career, expanding your network, learning new skills, or giving back to your community, now is the time to focus on what matters most to you. Share your goal and see what…
Master’s Monday Insights: Spring 2026 Course Preview for Master’s Students
Ready to kick off your Spring 2026 coursework? Here’s a snapshot of what’s ahead for our Master of Science students this semester! Master of Science in Financial Analysis (MSFA) — Spring Term I (1/12/26 to 3/8/26) Get ready for these core courses: ACCT545 ACCT555 FINA575 FINA585 FINA650 Master of Science in Personal…
🌟 Celebrate National Mentoring Month – January 2026! 🌟
January is National Mentoring Month, and it’s the perfect time to highlight the power of mentorship in shaping careers and building meaningful connections. At the College for Financial Planning, our Master Mentorship Program connects alumni with students and fellow professionals to share knowledge, guidance, and real-world…