Financial Planners

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Check out the latest news from the Financial Planner Community.

🚀 Bitcoin & Financial Advice — What’s Your Perspective?
Bitcoin continues to gain attention in client conversations — especially with ETF adoption and increased institutional exposure. Yet many financial advisors still approach it cautiously. That raises an important question: 👉 Is your hesitation about Bitcoin based on risk management… regulation… valuation concerns… or client…
📈 Inflation Trends & Portfolio Positioning
Inflation continues to play a key role in shaping investment strategy and portfolio construction. Understanding how inflation impacts asset allocation is essential for long-term planning. Rising prices affect purchasing power, interest rates, bond yields, equity performance, and cash flow projections — making proactive…
April is Financial Literacy Month
April is Financial Literacy Month, a meaningful reminder of the role education plays in helping individuals build confidence and clarity in their financial lives. For our College for Financial Planning alumni, this work is personal. The knowledge and skills you developed here continue to show up in the way you guide,…
🌷 What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isn’t just about tax season—it’s also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether you’re a CFP® student, designation holder, or early-career advisor, now is the time to get ahead. 💡 Here’s what to focus on this month: 📁 1. Post-Tax Season…

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College for Financial Planning® Alumni
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Faculty Research Spotlight: Stock Market Index Overconcentration
Recent faculty research from the College for Financial Planning® is gaining strong engagement across both academic and industry audiences. The article, “Stock Market Index Overconcentration” by Khurram Naveed, Todd Feldman, and Barclay Roper, was recently featured through The Market Lens platform and discussed by Larry…
💬 Now that tax season is over—what’s the first thing you prioritize with your clients?
Tax season might be behind us, but for financial professionals, this is where the real planning begins. April is a critical time to turn tax insights into strategy and help clients stay on track for the rest of the year. 💡 Here are a few smart next steps advisors often focus on: • Reviewing tax returns for planning…
FAQ: How to Purchase Extensions?
Do you need an extension for your Essential or Essential Plus CFP courses? Extensions are available for these courses and for students enrolled in our Designation courses! You can choose from: A one-time 60-day extension for $100 A 30-day extension for $50, with the option to purchase a second 30-day extension for an…
Happy Tax Day to our Financial Planning Community
For financial planners, this season goes far beyond filing deadlines. It is helping clients make sense of tax implications, navigating last minute decisions, and connecting tax strategy to long term financial plans. You have been in the details while also keeping the bigger picture in focus for your clients and that is no…
📊 Social Security Optimization Strategies in 2026
When it comes to retirement planning, Social Security timing can make a significant impact on long-term financial outcomes. As we move through 2026, it’s more important than ever for financial professionals—and future CFP® certificants—to understand how to help clients optimize their Social Security benefits. 💡 Key…
🌷 What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isn’t just about tax season—it’s also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether you’re a CFP® student, designation holder, or early-career advisor, now is the time to get ahead. 💡 Here’s what to focus on this month: 📁 1. Post-Tax Season…
April is Financial Literacy Month
April is Financial Literacy Month, a meaningful reminder of the role education plays in helping individuals build confidence and clarity in their financial lives. For our College for Financial Planning alumni, this work is personal. The knowledge and skills you developed here continue to show up in the way you guide,…
pre assesment exam
Where do you find the Landon Study case once you access the pre-assesment exam. It say's you need it to answer the 40 questions, but it is not study tools
📈 Inflation Trends & Portfolio Positioning
Inflation continues to play a key role in shaping investment strategy and portfolio construction. Understanding how inflation impacts asset allocation is essential for long-term planning. Rising prices affect purchasing power, interest rates, bond yields, equity performance, and cash flow projections — making proactive…
What’s One Client Win You’re Proud Of This Year?
Behind every financial plan is a real person — and real progress. Maybe it was: Helping a client retire confidently Guiding someone through market volatility Navigating a complex tax strategy Supporting a business owner through succession planning Coaching a client through a tough behavioral money moment Helping a family…