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As AI agents become more capable, they will increasingly act on behalf of people and organizations. They will book services, purchase data, pay for software access, and interact with digital marketplaces. But there is a practical issue that does not get discussed enough: the payment rails they are expected to use. Most…
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…
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…
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Early Roth Conversion Planning (Don’t Wait Until Q4) Roth conversions are one of the most powerful planning tools—but timing matters more than most clients realize. Too often, the conversation doesn’t happen until Q4… when options are limited and decisions feel rushed. Mid-year is where advisors can be more strategic.…
We’re far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isn’t always what clients are focused on now. Are you seeing more conversations around: • Cash flow and spending habits? • Market volatility and risk tolerance? • Tax strategy adjustments? • Retirement timing changes?…
💬 What estate planning gap are you seeing most with clients right now? Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps early…
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…
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…
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…
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…
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,…
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