-
2026 Annual Limits: A Handy Guide for Planning Professionals
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use. The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and…
-
🗳️ Poll: How Do You Prefer to Engage with Peers and Faculty?
We want to hear from you! Let us know which ways you most enjoy connecting and learning in our community. 💡 Bonus: Share in the comments why you prefer your choice!
-
Tax Season Is Officially Here—Here’s What Advisors & Accountants Should Watch Now
Once tax season begins, the window for planning doesn’t close—it just shifts. This is the moment to move from preparation to precision and help clients avoid costly surprises. 🔍 Key Areas to Pay Attention To Cash flow & liquidity needs Clients may underestimate tax payments or forget quarterly estimates—now’s the time to…
-
Ask & Engage: Financial Planning Edition
Whether you’re just starting your journey, enrolled in CFP® Certification coursework, pursuing a professional designation certification, or enrolled in our Master’s program, we want to hear from you! Even if you haven’t enrolled in courses yet and are simply curious about the field, drop your questions in the comments…
-
🎓 Did You Know? Scholarship Opportunities at the College
The College for Financial Planning®—a Kaplan Company offers a variety of scholarship programs designed to help students pursue CFP® certification, professional designations, and Master of Science degrees in Personal Financial Planning. Available Scholarship Opportunities Financial Advisor Futures Scholarships CFP…
-
pre assesment exan
Where do you find the Landon Study case once you access the pre-assesment exam. It say's you need it to answer the 40 questions, but it is not study tools
-
Did You Know? How to Use Your Designation the Right Way
If you’ve earned a professional designation from the College for Financial Planning, there are specific guidelines for how to display your certification marks correctly. 🏅 The Professional Designations Marks Usage Guidelines outline the most up-to-date standards for using your designation in emails, resumes, LinkedIn…
-
Master’s Monday Connections: Find Your Study Buddy! 🤝
Graduate school is more fun—and more productive—when you have a study buddy! Whether you’re looking for someone in your time zone or taking the same courses, this is your space to connect and support each other this Spring 2026 term. 🔍 How to Join In: Drop your info in the comments: ✏️ Courses you’re taking this term 🌎…
-
📚 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…