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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…
Alumni Voices Wanted – Make the Community Come Alive
Hello Alumni, It’s been six months since we launched this space just for you—and while we’ve built a library of great content, we’ve realized something important: a community isn’t really a community without you. This is your space to share, ask questions, connect, and learn from each other. Whether it’s advice for…
Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…

College for Financial Planning® Alumni
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Financial Planners Professional Community
Open chat for aspirational and active financial planners to share questions, solutions, experiences and connections.

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…
Supporting Clients Through Divorce: Navigating Financial Complexity
Divorce rates are down among all cohorts save one: people over age 50. With the rise of so-called “gray divorces”, financial professionals play a vital role in helping clients transition from joint to individual financial lives. Beyond the emotional toll, divorce later in life often involves complex decisions around asset…
The Anchoring Bias
Anchoring is a common financial bias, with clients with this bias being stuck on an investment price, thinking that is the "anchor" and anything higher is a good investment. Astorino suggests making the investment policy statement early in a relationship to keep clients on track with stated investments, not going off on…
Recession Forecast: Understanding the Numbers Behind the Headlines
Recession Forecast: Understanding the Numbers Behind the Headlines Forecasting recessions is one of the toughest challenges in economics. Even with sophisticated models, economists, policymakers, and investors rarely get both the timing and severity of downturns right. A recent benchmark comes from The Wall Street…
Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…
🌟Thank You to Our Fall 2025 Mentors!🌟
Did you know National Mentoring Day is observed in the U.S. on October 27 each year? While the main event is in October, National Mentoring Month in January celebrates mentorship through days like “I Am a Mentor Day”, “Thank Your Mentor Day”, and the National Mentoring Summit. This fall, we want to take a moment to thank…
Poll Question:Which financial planning topic do you wish you learned more about?
Poll Question:Which financial planning topic do you wish you learned more about? 💬 Comment below and let us know why you chose your answer
Over 50 Years of Excellence in CFP Education
As the Dean of Financial Planning, I oversee the revision process for all of our CFP education courses and our professional designations. Our CFP education courses and the Exam Prep Review (EPR) course have been a part of The College since our founding in 1972. We have been preparing students to successfully pass the CFP…
⚠️ Service Alert: Global Internet Outage Impacting Education Platforms
We want to let you know that there is currently a global internet outage affecting many major websites and online platforms, including education tools like Kaplan login pages and Canvas. We apologize for any inconvenience this may cause. Some students were able to regain access on October 19, 2025, so you may want to check…
Most Asked Question from ABFP Instructors: Chapter 16
FAQ: Understanding Chapter 16 (ABFP) Q: Why is Chapter 16 assigned twice in the ABFP course? A: Chapter 16 is assigned in two separate modules because it aligns with the learning objectives of both. It covers retirement planning in general and introduces a specific strategy called “nudging” to help boost retirement assets.…