Financial Planners

Home

Ask Us Anything!
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! ✨
📌 CE Confusion? Here's What Actually Counts
Let’s Talk Continuing Education (CE) Whether you're renewing your designation or planning ahead, it's important to know what qualifies as CE credit — and what doesn’t. We’re here to clear up the confusion and help you stay on track. ✅ What Counts as Acceptable CE Documentation? To meet designation renewal requirements, CE…
Artificial Intelligence (AI) and Financial Planning
Financial planning has become more multifaceted than ever before. With a host of investment options, changing economic landscapes, and personal financial goals, clients are seeking state-of-the-art solutions to manage their finances successfully. Artificial Intelligence (AI) is stepping in to transform financial planning.…
🎧 Podcast Picks for CFP® Exam Prep
Struggling to find study time? Turn your commute, workout, or walk into review time! Here are some podcast episodes and series that can help you reinforce key concepts and stay motivated: 🔹 Top CFP® Study Podcasts to Bookmark 1. BIF Bites Podcast – Short episodes covering financial planning topics, great for reviewing…
Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and professional…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…

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.

🎓 Master’s Alumni Connection: Share Your Graduation Year & Journey!
Hey Master’s alumni! Whether you graduated last year or a decade ago, your journey since earning your degree is a story worth sharing. Let’s celebrate the diverse paths we’ve taken and reconnect as a community. Here’s how to join in: 1️⃣ Comment below with your graduation year (e.g., Class of 2023, 2018, 2010). 2️⃣ Share…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…
🎓 Calling All Master’s Students—What Do You Want to See Next?
Happy Monday to all our Master’s students! 🎓 This space is designed just for you—to share resources, ask questions, and connect with others on the same journey. Today, we’d love to hear from you: 👉 What’s been your biggest aha! moment so far in your program? 👉 What topics or resources would you like us to cover in future…
Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFP® professionals when they arise. The first step is to identify any conflicts…
💬 Ask Us Anything: Alumni Edition
Hey CFFP Alumni! 🎓 Got questions? We’ve got answers! Whether you’re curious about: Growing your career in financial planning 💼 Navigating advanced certifications or designations 📜 Finding mentors or building your network 🤝 Industry trends, challenges, or best practices 📊 …we want to hear from you! Drop your questions in…
Avoid These Top Mistakes in Dual-Income Retirement Planning
Key Planning Strategies for Dual-Income Households 1. Maximize Contributions Across Accounts Double up on 401(k)/403(b)/457 plans: Each partner can contribute the annual maximum—$23,500 in 2025, or $31,000 if age 50+. Roth IRAs & HSAs: Use Roth IRAs for tax-free withdrawals and HSAs for triple tax-advantaged healthcare…
Master’s Monday Connections: Find Your Study Buddy! 🤝
Graduate school is better together—especially when you’ve got someone to share the journey with! Whether you’re looking for a study partner in the same time zone or someone taking the same courses, this is your space to connect. 🔍 How to Join In: Drop your details in the comments below: ✏️ What courses you're taking this…
Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and professional…
Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Check out the Alumni webpage here: https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and…
📸 Alumni Spotlight: A Day in the Life
Ever wonder what your fellow CFFP alumni’s workday looks like now? Whether you’re managing client portfolios, leading a team, or running your own practice, every day has its own rhythm and story. ✨ Here’s your chance to give the community a peek behind the scenes! Share a snapshot or a brief description of a typical…