Financial Planners

Latest Content

Check out the latest news from the Financial Planner Community.

🎉 Welcome to Your Alumni Community! 🎉
We’re so glad you’re here! As a valued graduate of the College for Financial Planning®, this exclusive Alumni Community was created just for you—a dynamic online space to connect, collaborate, and grow with fellow financial planning professionals from across the country. Whether you’re navigating a challenging client…
Ask & Engage: Financial Planning Edition
Whether you’re just starting your journey, enrolled in CFP® Certification coursework, pursuing a professional designation certification, or enrolled in our Master’s program, we want to hear from you! Even if you haven’t enrolled in courses yet and are simply curious about the field, drop your questions in the comments…
Tax Season Is Officially Here—Here’s What Advisors & Accountants Should Watch Now
Once tax season begins, the window for planning doesn’t close—it just shifts. This is the moment to move from preparation to precision and help clients avoid costly surprises. 🔍 Key Areas to Pay Attention To Cash flow & liquidity needs Clients may underestimate tax payments or forget quarterly estimates—now’s the time to…
2026 Annual Limits: A Handy Guide for Planning Professionals
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use. The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and…

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Check out the communities below!

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.

Roth vs. Traditional Contributions in the 2026+ Tax Environment
As tax rules evolve, understanding the difference between Roth and Traditional contributions is more important than ever. In the 2026 tax environment, the key distinction still comes down to one major factor: ➡ Do you want the tax break now — or tax-free growth and withdrawals later? 🔎 Traditional Contributions Pre-tax…
Who to Contact at the College?
For questions about enrollment or to request a change of offering, contact Enrollment: Phone: 800-237-9990, option 3 Email: enroll@cffp .edu Fax: 303-220-1810 Student Services & Course Extensions Course extensions are available for a fee. Contact Student Services for support: Phone: 800-237-9990, option 2 Email:…
pre assesment exan
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
🌟 Celebrate Random Acts of Kindness Day! 💛
Did you know February 17 is Random Acts of Kindness Day? It’s a perfect reminder to spread positivity, brighten someone’s day, and make small gestures that have a big impact. Here are some simple ways to participate: Compliment a colleague or peer—genuine words go a long way. Leave a thoughtful note or send an encouraging…
2026 Annual Limits: A Handy Guide for Planning Professionals
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use. The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and…
🗳️ Poll: How Do You Prefer to Engage with Peers and Faculty?
We want to hear from you! Let us know which ways you most enjoy connecting and learning in our community. 💡 Bonus: Share in the comments why you prefer your choice!
Tax Season Is Officially Here—Here’s What Advisors & Accountants Should Watch Now
Once tax season begins, the window for planning doesn’t close—it just shifts. This is the moment to move from preparation to precision and help clients avoid costly surprises. 🔍 Key Areas to Pay Attention To Cash flow & liquidity needs Clients may underestimate tax payments or forget quarterly estimates—now’s the time to…
Ask & Engage: Financial Planning Edition
Whether you’re just starting your journey, enrolled in CFP® Certification coursework, pursuing a professional designation certification, or enrolled in our Master’s program, we want to hear from you! Even if you haven’t enrolled in courses yet and are simply curious about the field, drop your questions in the comments…
🎓 Did You Know? Scholarship Opportunities at the College
The College for Financial Planning®—a Kaplan Company offers a variety of scholarship programs designed to help students pursue CFP® certification, professional designations, and Master of Science degrees in Personal Financial Planning. Available Scholarship Opportunities Financial Advisor Futures Scholarships CFP…
Did You Know? How to Use Your Designation the Right Way
If you’ve earned a professional designation from the College for Financial Planning, there are specific guidelines for how to display your certification marks correctly. 🏅 The Professional Designations Marks Usage Guidelines outline the most up-to-date standards for using your designation in emails, resumes, LinkedIn…