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What's new with our courses
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…
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⚠️ 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…
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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.…
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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…
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💼 What’s in Your Toolkit?
Alumni, we want to hear from you! Every financial planner has that one tool, app, or resource they rely on to make their practice run smoothly. 💡 Question: What’s the one thing in your professional toolkit you can’t live without? To get the ideas flowing, here are a few examples you might consider: Planning & Analysis…
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The Future of Adult Learning: Challenges and Opportunities Ahead
As adult education evolves over the next decade, institutions, educators, and learners will face some exciting challenges—and opportunities: Balancing Automation & Human Connection: AI can personalize learning, but mentorship and meaningful human interaction remain vital. Synthesizing Learning in a Fast-Paced World:…
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🍂 Fall Term II Courses Are Here! 🍂
Fall Term II 2025 is almost here, and we’re excited to share the courses and faculty leading the way this term. 📚✨ Economics ECON 524 – Faculty TBA ECON 534 – Faculty TBA Finance FINA 515 – Barclay Roper FINA 525 – Barclay Roper FINA 565 – Todd Feldman FINA 595 – Jim Falter Personal Financial Planning (PFPL) PFPL 520 –…
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🎉 October is Financial Planning Month! 🎉
October is here, and that means it’s Financial Planning Month—a time to celebrate the power of smart money management and the role financial planners play in helping individuals achieve their goals. 💡💰 Whether you’re just starting your financial journey or looking to refine your strategy, this month is a perfect…
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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…
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Risk Management and Due Diligence Processes for Advisors
Risk management and due diligence are essential tasks for an advisor for their clients over time. This should begin and continue with thoughtful conversations that uncover how a client may actually respond to volatility or loss. Advisors who take the time to explore these nuances are better equipped to recommend strategies…
