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Estate Planning Gaps Clients Often Overlook
Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
September Action Items: Open Enrollment Prep
October means open enrollment season. For your clients, it can feel overwhelming. For you? It's an opportunity to add real value and show why having a financial planner matters. Here's what most people miss: open enrollment isn't just about picking a health plan. It's about aligning healthcare decisions with their overall…
I'm Overwhelmed by CFP Exam Prep. Where Do I Even Start?
Preparing for the CFP® exam can feel overwhelming, especially if you're balancing work, family, and other commitments. The good news? You don't have to know everything on day one. Success starts with a plan—not perfection. Here are four steps to help you get started: 1. Break the Material into Manageable Sections Instead…
Tax Planning Conversations to Start Before Year-End 💰
As the year winds down, it's a great time to help clients look beyond their investment accounts and start conversations about potential tax planning opportunities. Here are a few questions to bring into your next client meeting. 💵 Retirement Contributions and Distributions "Have you reviewed your retirement contributions…

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Financial Planning Conversations Worth Having This Fall 🍂
Fall can be a great time to check in with clients, revisit their goals, and identify planning opportunities before the end of the year. Here are a few conversations worth having: 💰 Year-End Tax Planning “Are there any tax-related decisions we should be thinking about before December 31?”Reviewing income, retirement…
Prepping for the FPQP Final Exam
The best way for me to study is by making flashcards. I was thinking of using the quiz questions from each chapter to do so but don't want it to be a waste of my time if you don't think it will really help me on the Final Exam. Have you known other students to study this way and be successful?
The Biggest Financial Planning Trends to Watch in 2027 🔎
The financial planning profession continues to evolve, and 2027 is likely to bring new opportunities for financial professionals to adapt how they serve clients, use technology, and build their expertise. Here are a few trends worth watching: 🤖 AI and Technology AI is becoming increasingly integrated into financial…
Tax Planning Conversations to Start Before Year-End 💰
As the year winds down, it's a great time to help clients look beyond their investment accounts and start conversations about potential tax planning opportunities. Here are a few questions to bring into your next client meeting. 💵 Retirement Contributions and Distributions "Have you reviewed your retirement contributions…
I'm Overwhelmed by CFP Exam Prep. Where Do I Even Start?
Preparing for the CFP® exam can feel overwhelming, especially if you're balancing work, family, and other commitments. The good news? You don't have to know everything on day one. Success starts with a plan—not perfection. Here are four steps to help you get started: 1. Break the Material into Manageable Sections Instead…
Meet Our 2026 CFFP Alumni Award Winners! 🏆
We’re proud to introduce the recipients of the inaugural 2026 College for Financial Planning® Alumni Awards! This new recognition celebrates alumni who demonstrate excellence, leadership, mentorship, and a continued commitment to advancing the financial planning profession. Congratulations to our 2026 Alumni Award…
Case Study
Where do I find the case study for each module? Is it in my study e-book or do I need to access through another site like the Quiz?
HP10BII Calculator Tips
Around exam time, lots of students are dusting off their calculators and refreshing on keystrokes for various calculations. I am attaching a PDF that provides some reminders regarding the use of the HP10BII calculator. As you start any calculation, you should remember three things: (1) Clear the calculator. (2) Verify the…
Meet Your CFP® Community Moderator: Ed Clark
We’re excited to welcome Ed Clark, MSPFP, MPAS®, ChFC®, CASL®, CRPC®, AWMA®, as our CFP® Community Moderator as students prepare for the November CFP® Certification Examination. Ed brings more than 30 years of experience in financial services and more than 20 years of teaching experience. He teaches across the CFP®…
Our CFFP Master's Mentorship Program: Real Career Growth, Real Results
We just wrapped up our Spring 2026 Master's Mentorship Program, and I'm excited to share what this experience revealed about professional development in financial planning. This program pairs MSPFP graduate students with experienced financial planning professionals for structured mentoring focused on real career…