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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…
For more than 50 years, the College for Financial Planning®—a Kaplan Company has been part of the growth and evolution of the financial planning profession through education, professional development, and lifelong learning. Financial Planning Month is a great opportunity to recognize the work financial professionals do…
When people hear the words financial planning, investing is often one of the first things that comes to mind. Stocks. Bonds. Retirement accounts. Portfolio performance.But financial planning can extend far beyond investments.A comprehensive financial plan brings together many areas of a person’s financial life. Each piece…
For years, one of the most common financial planning guidelines has been to keep three to six months of essential expenses in an emergency fund. But is there really a one-size-fits-all number? An emergency fund can provide an important financial cushion when the unexpected happens—from a job loss or major home repair to an…
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Evolving Fiduciary Rules: What Advisors Need to Know October 15 | 12:00-1:00 PM ET | Register Here Your Career Path: Explore a Master's in Personal Financial Planning October 20 | 2:00 - 3:00 PMT ET | Register Here Credentials That Matter: CFP® Certification October 21 | 12:00-1:00PM ET | Register Here From Guessing to…
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…
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 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…
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?
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