Financial Planners

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Ask Us Anything!
Curious about the Financial Planning field? 💬 Drop your questions in the comments below! Whether you're just starting out or deep into your journey, we want to hear from you. Throughout the month, our team will be answering select questions in upcoming discussion posts. Let's learn together! ✨
🎧 Podcast Picks for CFP® Exam Prep
Struggling to find study time? Turn your commute, workout, or walk into review time! Here are some podcast episodes and series that can help you reinforce key concepts and stay motivated: 🔹 Top CFP® Study Podcasts to Bookmark 1. BIF Bites Podcast – Short episodes covering financial planning topics, great for reviewing…
💬 Ask Us Anything: Alumni Edition
Hey CFFP Alumni! 🎓 Got questions? We’ve got answers! Whether you’re curious about: Growing your career in financial planning 💼 Navigating advanced certifications or designations 📜 Finding mentors or building your network 🤝 Industry trends, challenges, or best practices 📊 …we want to hear from you! Drop your questions in…
Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFP® professionals when they arise. The first step is to identify any conflicts…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…

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.

Global Markets and Financial Planning
Global interconnectedness has made international markets a central factor in personal financial planning, especially for those focused on investing and long-term retirement security. Changes in political stability, military conflicts, and trade policies such as tariffs directly shape the economic outlook and can alter how…
Risk Management and Due Diligence Processes for Advisors
Risk management and due diligence are essential tasks for an advisor for their clients over time. This should begin and continue with thoughtful conversations that uncover how a client may actually respond to volatility or loss. Advisors who take the time to explore these nuances are better equipped to recommend strategies…
CFP vs. PFPL Master’s Degree – What’s the Difference? 🎓
Are you wondering how the PFPL Master’s Degree stacks up against the CFP Certification program? Here’s a quick breakdown: PFPL Master’s Degree 10 courses over 2 years Provides deep, advanced financial planning knowledge Includes a FREE CFP Review course that can be taken after the first 6 courses Option: Take the CFP exam…
Masters Electives for the 2025 Fall Term II
FINA561 Real Estate Finance and Investments is a brand new elective for the Master of Financial in Personal Financial Planning degree program. Learn all about real estate investments in this popular course. The new economics course number and name, ECON524 Economics for Investment Decision Makers, covers basic macro and…
Alumni Photo Challenge – Show Us Where the Magic Happens!
Whether you’re deep into client planning, catching up on continuing education, or working through your next big goal—your workspace says a lot about your day-to-day rhythm. 🖼️ We want to see where the magic happens! Snap a photo of your current workspace and share it with the community. It could be your home office, a…
Uncheck the completed boxes
Hello, I accidently clicked "mark complete" not realizing they would go away. I need to uncheck them as I have not completed those sections yet! Is there a way to uncheck them so they go back to my current plan.
🎓 Master’s Alumni Connection: Share Your Graduation Year & Journey!
Hey Master’s alumni! Whether you graduated last year or a decade ago, your journey since earning your degree is a story worth sharing. Let’s celebrate the diverse paths we’ve taken and reconnect as a community. Here’s how to join in: 1️⃣ Comment below with your graduation year (e.g., Class of 2023, 2018, 2010). 2️⃣ Share…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…
🎓 Calling All Master’s Students—What Do You Want to See Next?
Happy Monday to all our Master’s students! 🎓 This space is designed just for you—to share resources, ask questions, and connect with others on the same journey. Today, we’d love to hear from you: 👉 What’s been your biggest aha! moment so far in your program? 👉 What topics or resources would you like us to cover in future…
Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFP® professionals when they arise. The first step is to identify any conflicts…