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An unexpected benefit of the Master's in Personal Financial Planning program
About 10 years ago, when I was both established in my financial planning practice, but new to the College, I started the Master's program in Personal Financial Planning. Although I had earned the CFP® certification in 2003, I knew I was going to take a deeper dive into portfolio construction, retirement planning, client…
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📊 Have Your Say: Create a Poll for the Community!
Alumni, we want to hear from you! What topics are you curious about—CFP strategies, career tools, or industry trends? Create your own poll in the community and see what your peers think. Polls are a fun way to spark discussion, share insights, and learn from each other. Your question could lead to new ideas, tips, or even…
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Honoring Our Veterans 🕊️
This Veterans Day, we take a moment to honor and thank all those who have served in the military. Their courage, dedication, and sacrifice help protect the freedoms we enjoy every day. Veterans Day originated in 1919 as Armistice Day, marking the end of World War I, and was renamed in 1954 to honor all U.S. veterans. About…
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📚 Share Your Favorite Finance Reads & Resources!
Calling all alumni! We’d love to hear what books, articles, or podcasts have inspired you, taught you something new, or helped you grow in your financial planning career. Tell us: What resource you recommend Why it’s valuable or insightful How it’s impacted your thinking or work Your recommendations could be just what…
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Integrating Behavioral Finance into Graduate Education in Finance
Behavioral finance should play an important role in graduate financial planning programs to prepare students for the realities of client interaction. Integrating behavioral finance better equips (future) advisors to recognize and manage the cognitive biases and emotional factors that often drive client decisions, such as…
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Cryptocurrency Insights for Advisors
The Future of Financial Advice in a Crypto-Enabled World As crypto and digital assets become more integrated into financial planning, one thing is clear: investors will still need human advisors. Even with the rise of robo-advisors and automation, navigating crypto requires judgment, experience, and strategic thinking that…
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Statement of financial position, Model 3, LO 3.1.1
assets=liabilities + net worth, I’m a bit confused by this. Is this formula assuming that the credit card debt (liabilities) is a personal property (asset) on the other end. What if the debt was used to pay for a vacation, would this formula still apply? Does this formula only work if the liability is funding an asset?…
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Confused on Commonly Tested topics Question: Retirement Planning.
On page 195 of the Summary of Commonly Tested Topics the question asks for the 2025 maximum pension benefit. The details include that the plan provides a retirement pension equal to the participants highest 3 consecutive years of compensation. The three highest years of comp are 130k, 350k and 150k. It's my understanding…
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🌞 Good Vibes Reminder: Daylight Saving Time Ends! ⏰
Just a friendly reminder that Daylight Saving Time ends on Sunday, November 2! Don’t forget to set your clocks back one hour before bed Saturday night. That small change gives us an extra hour of sleep, so enjoy the bonus rest and make the most of it! Here are some fun facts about Daylight Saving Time: Benjamin Franklin’s…
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At the Heart of Financial Planning: Client Goal Setting and Engagement
Understanding a client’s priorities begins with active listening and discovery by not only asking open-ended questions that uncover not just financial objectives, but also emotional drivers, values, and life goals. Planners can use structured tools such as life-event timelines, or visual goal-mapping exercises to help…