Financial Planners

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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! ✨
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…

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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.

As a CFP® Professional why do I need to know if I am providing financial advice?
One of the first things that is covered in the Ethics CE course for CFP® Professionals is the definition of "financial advice". This is important for CFP® professionals because we are held to the fiduciary standard of always putting the client's needs first and above our needs or our firm's needs. And this applies whenever…
Incorrect Instructions for Study Tools on Calculating Education or Retirement Income
Hello, I am learning how to use my calculator, but one of the videos says and writes the wrong thing so am bringing it to your attention. In the calculator video for -education or retirement income video has wrong calculation at the beginning. They have written on the board FV and it should be PV for the first part of the…
Market Tops and V-Shaped Recoveries
The research I am currently working on focuses on whether the U.S. stock market is overvalued and how to identify the shapes of market cycles. In a project with Michael Angel, we have been analyzing the “Buffett Indicator”—the ratio of the market value of the S&P 500 to U.S. GDP. Historically, from roughly 1950 to 2009,…
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…
When Advisors Ask About SE-AWMA vs. CPWA: The Answers That Always Come Up
SE-AWMA vs. CPWA: Two Questions Advisors Ask (Almost as Often as “Is the Market Up Today?”) Advisors tend to be curious people, which is a polite way of saying we ask a lot of questions. But two come up so reliably that I could set my watch by them: “How does the SE-AWMA® compare to the CPWA®?” and “Will earning the…
✨CE Success Stories: How Has Continuing Education Helped YOU? ✨
Alumni, we want to celebrate your growth, your achievements, and the real impact continuing education has had on your career or business. Whether it was a course that boosted your confidence, a program that helped you land a new role, or CE that improved the way you serve clients—your story matters and can inspire others…
Thanksgiving is Almost Here! 🍂
Thanksgiving is just around the corner, and it’s a great time to pause, reflect, and enjoy some good food and gratitude! Here are a few fun facts to get you in the holiday spirit: The first Thanksgiving in 1621 lasted three days and included games and feasting—not just turkey! Turkey wasn’t always the main dish; waterfowl,…
🎓 Alumni Advice Corner – Share Your Wisdom!
Calling all alumni! Your experience matters, and there’s no better way to give back than by sharing your advice with current students and recent graduates. 💡 What to share: Time management tips that helped you succeed Study strategies or exam prep hacks Career guidance or lessons learned in the field of financial planning…
AI Knowledge Tools for Budding Scholars
Google Scholar Labs Stanford Genie - Storm and Co-Storm WMPA by College for Financial Planning - A Kaplan Company Google NotebookLM - create your powerful repositories ResearchRabbit
🔄 Keep Your Designation Current: How & Why Renewal Matters
Renewing your designation isn’t just a formality—it keeps your credentials active, recognized, and respected in the financial planning profession. Staying up to date shows your commitment to continued learning and professional excellence. How to Renew Your Designation: Log in to your portal before your renewal date.…