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Death, Taxes, and This Class: Only One Is Fun
One of the courses I currently oversee is PFPL 530, Income Tax Planning. This is the tax planning course in our masterās program. It uses many of the same materials that are found in our CFPĀ® tax course. However, instead of offering students multiple choice questions, graduate students are given case studies, then asked toā¦
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PFPL510 - Getting started in the Master's in Personal Financial Planning Program
Most students who haven't already earned the CFPĀ® marks typically start the Master's program with PFPL510 which starts off covering financial planning principles and wraps up covering insurance topics. Each week consists of a reading assignment upon which a 10-question quiz is based. Students also contribute to twoā¦
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š Happy Independence Day!
Today, we celebrate the spirit of freedom, resilience, and possibilityāvalues that fuel both our country and our journeys as professionals, students, and lifelong learners. Weāre wishing everyone in our community a joyful and safe celebration filled with pride, gratitude, and a little fun too! Do you have any favoriteā¦
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2025 SIMPLE IRA Limits + CFPĀ® Prep Clarification
Hello @DavidMannaioni_CFFP and @GaryClement_CFFP Iām starting a new thread so you can assist the student with their questions. The question was originally sent to me directly through messaging on my community account. Iām reposting it here so everyone can see it. Below is the original inquiry: Can you assist with questionsā¦
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š Starting Strong: Your Entry into the Financial Planning Profession
Just getting started in the financial services industry? The early years of your career are the perfect time to build a strong foundationāand the right credentials can open doors and boost confidence. Two great starting points: š FPQPĀ® ā Financial Paraplanner Qualified Professionalā¢ Designed for entry-level professionalsā¦
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š¢We want to hear from you! Why is financial literacy learned at the high school age so important?
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically highlighting financial literacy among high school students and the importance of empowering the next generation. I was able toā¦
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FINA565 Overview
In FINA565, youāll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, youāll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What Youāll Learn Valuation Techniques:ā¦
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Are retirement loans double taxed?
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the personās taxable income in the years the loan is repaid, andā¦
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VITA U and the College for Financial Planning
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned inĀ last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at theĀ VITA U conference in Rio Grande, Puerto Rico šµš·Ā last month, where I not only learned about the program but alsoā¦
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What is VITA U and why did CFFP attend the conference in Rio Grande Puerto Rico?šµš·
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. š A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunder_CFFP at the VITA U conference in Rio Grande, Puerto Rico. I learned so much about the VITA U program and I also got to seeā¦
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š Which Designation Is Right for Your Next Step?
Are you trying to figure out which designation is right for you?š Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to hear from you! Share them in the comments below.š š¢ Just Getting Started in the Industry? FPQPĀ® ā Foundations of financialā¦
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š Hello, June! Letās Talk Summer Plans
Summer is officially hereāand weād love to hear what youāre looking forward to in the weeks ahead! āļø Are you planning to unplug and recharge? š Starting a new course or studying for a designation? āļø Traveling somewhere funāor enjoying a quiet staycation? Iām taking a two-day road trip vacation from Colorado to Michiganā¦
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What to do when you receive a Letter from the IRS
So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They have been asked to substantiate income and expenses for these activities over the past three tax years but they have notā¦
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Memorial Day: A Time to Reflect and Honor
We pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice has helped shape the freedoms we enjoy every day, including the opportunity to pursue education, build our futures, and serve others with purpose. As we move through this day, may we each take a quietā¦
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The Tax Code Isnāt Just MathāItās Psychology
In PFPL530: Income Tax Planning, youāve spent the term exploring the mechanics of AGI, credits, deductions, and more. But hereās a bold idea to consider. What if tax planning is really behavior planning in disguise? Thatās not just a metaphor. The tax code is built on assumptions about how people respond to incentives,ā¦
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Grounded in Gratitude: Whatās Lifting You Up This Week?
Letās start the week with a powerful reminder: thereās always something to be thankful for. Whether it's a breakthrough in your studies, the support of your peers, a kind gesture, or just a peaceful moment to breatheāgratitude helps us refocus and recharge. Reflecting on what we appreciate can reduce stress, buildā¦
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Will Stablecoins Take Over?
One of the new course electives we offer in the future is Finance and Technology. This course could be important in the future as an elective because of stablecoins. As fintech continues to reshape the global financial system, one of the most promising innovations on the horizon is the use of stablecoins as a mainstreamā¦
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This May, Letās Talk Mental Wellness: What Works for You?
Whatās one way you care for your mental health? This Monday, letās highlight the importance of mental wellness. We all know how hectic life can get, especially balancing work, school, and personal commitments. Thatās why taking time for mental health is so important. Whether it's practicing mindfulness, enjoying some timeā¦
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Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores howā¦
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Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores howā¦
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Sharing This Might Make You Feel Smarter... Even If You Donāt Read It
I recently read a very interesting study by Ward, Zheng, and Broniarczyk that shows that sharing content on social media, without reading it, can inflate one's sense of knowledge. Why? Sharing signals expertise. Over time, people internalize that behavior and come to believe they know more than they actually do. Here isā¦
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šŖ Motivation Monday - Your May Motivation Check-In
As we kick off May, itās the perfect time to pause, reset, and set a clear intention. Whatās one goalābig or smallāthat youāre committed to working on this month? Whether you're preparing for the CFPĀ® exam, staying consistent with CE, building healthy habits, or finding more balance between work and life, naming your goalā¦
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šø The Time Value of Money: The Most Powerful Rule in Finance
Key Concept: Time Value of Money (TVM) One of the foundational concepts in corporate financeāand a central theme in FINA 575āis the Time Value of Money. This principle states that a dollar today is worth more than a dollar in the future due to its potential earning capacity. It forms the basis for nearly every majorā¦
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Why the AAMSĀ® Designation?
The Accredited Asset Management Specialist (AAMSĀ®) designation offers several advantages for wealth management professionals. Key benefits include: Enhanced Credibility and Professional Reputation. The AAMSĀ® designation signals to clients and employers that you have specialized knowledge in asset management and financialā¦
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This Month's Industry Insight with Dean David Mannaioni
Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
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Celebrate National Financial Advisor Day ā April 18th!
Did you know? National Financial Advisor Day is celebrated annually on April 18th! This day is all about recognizing and appreciating the important role financial advisors play in helping individuals plan for a secure financial future, especially within the retirement plan market. š¦ Purpose of the Day: National Financialā¦
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Economic Thought
With the recent emphasis on exports, did you know that about one-third of U.S. exports are services (as opposed to goods) which are not affected by tariffs? Likewise, while the Consumer Confidence index, put out by the Conference Board, notes some disappointment in U.S. consumers purchasing goods, consumers are stillā¦
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Happy Tax Day: Hereās How Financial Planners Can Help Clients Today!š¼š
Itās finally hereāTax Day! As the clock ticks down, financial planners play a crucial role in helping clients navigate the tax deadline. Whether itās finalizing paperwork or making last-minute adjustments, your expertise is invaluable in ensuring clients stay on track. š Hereās how you can make the most of today and helpā¦
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Building Client Trust: A Key to Success in Financial Planning" šļøā¤ļø
As financial planners, we know that building strong, lasting relationships with clients goes beyond just numbersāitās about trust. Establishing that trust can make all the difference in a clientās financial journey and in the success of a financial planning career. Faculty, weād love to hear from you! š What are some ofā¦
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Did You Know? Key Accreditations That Set Us Apart
The College for Financial Planning holds several important accreditations and follows strict guidelines to ensure we provide the best education for financial planning professionals. Here's how we do it: š¹ Higher Learning Commission (HLC): Weāve been accredited by HLC since 1994. This means our programs meet high academicā¦
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Navigating Ethical Dilemmas in Financial Planning
Hey Faculty! š In the world of financial planning, ethical dilemmas are bound to pop upāwhether itās balancing client interests with your professional duties, dealing with conflicts of interest, or staying ahead of ever-changing regulations. š¤š¼ Weād love to hear from you! Question for you: Whatās the toughest ethicalā¦
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How To Video Series: Search, Filter, and Tag!
Ready to get even more from your community? The video below shows you how to search, filter, and use tags like a pro! Got ideas for other videos or have questions? Share them in the comments!
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The Tax Efficiency of ETFs versus Mutual Funds
When it comes to investing, performance is not just about high returnsāit's also about how much of your return you get to keep. Exchange-traded funds (ETFs) have emerged as a highly efficient investment vehicle, especially when compared to traditional mutual funds. While both offer diversified exposure to markets, ETFs areā¦
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Reflections on Financial Planning: A Journey Through the Evolving Landscape! š±š¼
Hey, faculty! šāØ Itās time to reflect on how far the financial planning field has come ā and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire industry shift in unexpected ways. šš” š¹ Tech Tools: From paper-based planning to AI-powered financial software, how haveā¦
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How to Use the CFFP Username & Tag Guide: Video Tutorialš„
We continue our "How to" series with "How to use the CFFP username and tag guide." This videoĀ shows you how to use this guide to ensure your questions reach the correct person and your posts get the right visibility! Let us know if you have any questions in the comments below. :)
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Happy St. Patrickās Day! š
Today is all about luck, laughter, and a little green! šš Whether youāre celebrating with friends or enjoying some quiet time, take a moment to reflect on the good things in your life. Hereās a fun idea: Share one thing you're lucky to have or experience todayāmaybe it's a great cup of coffee, a friendly conversation, orā¦
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Thoughts From Our Financial Planners Faculty: Real World-ExperiencešŖ
Lesson from the Field: Share a real-world experience that students can learn from. Hey, faculty! Letās make learning a bit more exciting by sharing those real-world experiences that turned into valuable lessons. š§ š” Think back to a challenging situation or a ālightbulb momentā in your career. Maybe you helped a clientā¦
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National Organize Your Home Office Dayš
Itās National Organize Your Home Office Day! š Whether youāve got papers piling up or your desk is your new favorite ājunk drawer,ā todayās the perfect excuse to tidy up and create a more productive and peaceful workspace! š»āØ Here are some quick tips to get you started: Declutter: Get rid of things you donāt need ā oldā¦
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Hiring
We are looking to hire a CFP or Certified Parapanner in Lexington, MA. If you are interested please contact me kristine.porcaro@lexingtonwealth.com
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š Fun Fact: The Brighter Side of Daylight Savings! š
Daylight Saving Time (DST) is here, bringing longer evenings and more sunshine! While we adjust our clocks (and our sleep schedules), here are some fun facts to brighten your day: 1ļøā£ Benjamin Franklin had the idea first! š§ He suggested adjusting sleep schedules to save candles back in 1784ābut DST didnāt become officialā¦
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What Inspired You to Become a Faculty Member or Financial Professional?
We want to hear from you! What sparked your passion for teaching or financial planning? Was there a pivotal moment, a mentorās influence, or a personal experience that led you to this career? Share your story in the comments! Your journey can inspire students and fellow faculty members as they navigate their ownā¦
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Eligibility for ADA Accommodations: What You Need to Know
Are you a current student experiencing extenuating circumstances due to a diagnosis that may qualify you for accommodations? You might be eligible for ADA accommodations, ensuring you have the support you need to succeed in your studies. The College for Financial PlanningĀ® ā a Kaplan Company, is committed to providingā¦
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Call for Papers: 40th Anniversary of the Academy of Financial Services Research Conference
Are you an individual with a research paper you'd like to submit for the Academy of Financial Services' 40th anniversary? Their annual research conference will be held in collaboration with the CFP Board Connections Conference in Chicago, IL, from October 6th to 8th. This event will bring together top financial planningā¦
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Faculty Book Recommendations for Financial Planning Success
Faculty, weād love for you to share the books that have made a significant impact on your career and your approach to financial planning. Whether itās a book that has helped you hone your financial expertise, improved your teaching, or shaped your professional development, your recommendations could provide invaluableā¦
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Post- Student Orientation Follow-Up: Keep the Conversation Going!
Now that you've completed your Student Orientation session, weād love to hear from you! Whether you have additional questions, want to connect with peers, or simply share your thoughts, this is the place to do it. š¹ Whatās Next? ā
Drop your biggest takeaway from the session. ā
Ask any lingering questionsāweāre here toā¦
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Facultyās Essential Financial Tools for Success
Faculty, weād love for you to share the financial tools that have been game-changers in your own practice and teaching. Your recommendations can help students navigate the complexities of financial planning and build a strong foundation for their careers. Consider sharing: Financial Calculators: Which calculators do youā¦
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āØIndustry Insightsāļø
Check out this new edition of our "Industry Insights" segment with our Dean of Financial Planning, David Mannaioni.
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VIDEO SERIESš„: How To Create a Post In The Communityāļø
Want to start sharing in the community but not sure how? Check out this quick "how to" video that will walk you through creating and sharing your own post, adding tags, and tagging other community members and faculty. Let us know if you have any questions in the comments below! We'll see you out there!š«
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Can I Use My Book and/or Notes During the Final Exam?
As you prepare for your final exam, itās important to understand the expectations outlined in the Student Code of Conduct, which can be found on Page 8, Section C of the 2024-25 College Catalog. According to the guidelines, students are expected to perform independently on all exams and assignments, meaning that use ofā¦
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Celebrate Random Acts of Kindness Day! š
Random Acts of Kindness Day, celebrated annually on February 17th, encourages us to spread joy through simple gestures. Whether big or small, kindness has the power to make a meaningful difference in someone's life. In 2025, weāll also celebrate Random Acts of Kindness Week from February 9-15, and Random Acts of Kindnessā¦
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Faculty Professional Development Insights
Faculty, weād love to hear your best advice on professional growth in the financial planning industry. Your insights can inspire students and alumni alike as they navigate their career paths. Consider sharing: Continuing Education: What courses, certifications, or resources have been the most valuable for staying currentā¦
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CFP Exam Anxiety Tips: Managing Test Stress Like a Pro!
The March 2025 CFP Exam is fast approaching, and itās totally normal to feel a bit anxious as the big day gets closer. But don't worryāweāve got you covered with some tips to help you manage exam anxiety and keep your cool during your preparation! Here are a few anxiety-busting ideas to keep you on track: Practice Deepā¦
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Scholarships Available for CFFP Students
The College offers several scholarships to help students with their education: Diversity Scholarships: Covers all costs, including exam prep, for individuals from underrepresented groups in financial planning. Freedom Scholarship: For U.S. Armed Forces members or veterans. Applicants can choose from various programs,ā¦
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Course Highlights: Key Takeaways & Lessons for Reflection
@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP@ToddFeldman_CFFP Faculty, weād love for you to post a comment below and share key takeaways or impactful lessons fromā¦
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Share Your Favorite Quote or Mantra! š«
We all have those quotes or mantras that push us forward, especially when the going gets tough. It might be something you turn to for motivation, comfort, or inspiration. Nowās your chance to share with the community! Whatās your go-to phrase? Post it below, and tell us why it means so much to you. Whether itās somethingā¦
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Updated Guidelines for Displaying Your Professional Designation Marks!
š Did You Know? š If you've earned a professional designation from the College for Financial Planning, itās essential to know how to properly display your hard-earned certification marks! š
Check out the updated Professional Designations Marks Usage Guidelines for the latest rules on using the Collegeās certificationā¦
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šØNEW VIDEO SERIESš„: Navigating the Community
Want to get the most out of our community space? Check out this quick video on how to navigate, connect with peers, and access valuable resources. Whether youāre looking to join discussions or find study support, this guide will help you make the most of your experience here. Happy exploring! š„
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š Fast Facts About the CFPĀ® Exam š
Looking to get a deeper understanding of the CFPĀ® exam? Here are some fast facts to help you prepare for your journey: Exam Structure: The CFPĀ® exam includes 170 multiple-choice questions across two 3-hour sessions, covering various financial planning topics. Pass Rates: The overall pass rate for the March 2023 exam wasā¦
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Top Financial Podcasts Recommended by CFFP Faculty!šļø
As you embark on your journey toward becoming a financial planner, staying informed and learning from seasoned professionals is essential. Here are some of the best podcasts to help you enhance your knowledge, refine your skills, and better understand the business of financial planning: 1. Money Talks Podcast About: Moneyā¦
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Wondering if you can extend your Professional Designation course?
Here's the scoop: ā
Self-Paced Essentials & Essentials Plus Students:You can extend your course for up to 60 days for an additional fee. Simply reach out to your enrollment representative to explore your options:š Call: 1-800-237-9990 (Option 3)š§ Email: enroll@cffp.edu š« Premium Education (Structured-Paced)ā¦
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š
Get Ready for the CFPĀ® Exam: Registration and Key Dates
Are you ready to take the next step toward becoming a Certified Financial Planner (CFPĀ®)? Here's everything you need to know about the upcoming CFPĀ® exam and important deadlines: š
CFPĀ® Exam Dates The CFPĀ® exam is offered three times a yearāMarch, July, and November. Each exam covers key financial planning areas such asā¦
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šāØ Happy Lunar New Year! Welcome the Year of the Snake! āØš
As we approach Lunar New Year, it's the perfect time to reflect on themes of renewal, growth, and unity. This vibrant celebration, observed by many East and Southeast Asian cultures, marks a fresh beginning filled with meaningful traditions and shared experiences. Following the lunar calendar, the new year date changesā¦
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āØFaculty Icebreakerāļø: Let's Get to Know Each Other!š
The new year is here, and it's the perfect time to connect with our amazing community! We're kicking off 2025 with a fun icebreaker to help you get to know our faculty team and staff! Students: This is your chance to get to know your professors! They are here to help so we encourage you to reach out to them if you have anyā¦
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š” Did You Know? You Get 2 Final Exam Attempts in Your Professional Designation Course!
When you're enrolled in a Professional Designation course, you get: āļø Two Practice Exams to sharpen your skills and build confidence. āļø Two Final Exam Attempts to showcase your mastery of the material. š Pro Tip: Be sure to double-check which exam you're starting to make the most of your attempts! Stay focused, andā¦
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Whatās one skill youād like to master in 2025?
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šHonoring Martin Luther King Jr. Day š
We celebrate the life and legacy of Dr. Martin Luther King Jr., a leader who championed equality, justice, and hope for all. His dream of a world united by love, understanding, and mutual respect continues to inspire us to create positive change. šļø "Injustice anywhere is a threat to justice everywhere." ā Dr. Martinā¦
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Which new tool or trend are you most excited to try in 2025?
Which new tool or trend are you most excited to try in 2025?
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š„ļøāØ Happy National Clean Off Your Desk Day! āØš„ļø
Happy National Clean Off Your Desk Day! āØš„ļø Itās time to start the new year with a clean, clutter-free workspace! Whether your desk is at the office, in your cozy home corner, or even a countertop youāve turned into a makeshift office, todayās the day to tidy up and get organized. š§¹ A clean desk isnāt just about looksāitāsā¦
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Learn Math
Good evening, I'm in Ohio and wanted to attend the Learn Math session which says it starts at 8:00pm but no one is on. Is this session still active ?
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Whatās your top professional goal for 2025?
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š CFPĀ® March 2025 Exam Prep Tools š
Are you ready to take your preparation for the CFPĀ® March 2025 Exam to the next level? Weāve got you covered with a variety of supplemental tools designed to give you that extra edge. These resources are tailored to help you gain a deeper understanding of essential concepts, ensuring youāre fully prepared when exam dayā¦
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š Financial Planning Goals for 2025 š
As a financial planner or a student aspiring to become one, the new year is a perfect opportunity to set meaningful goals that advance your career, elevate your client service, and enhance your knowledge. Here are some focused goals to consider for 2025: š For Current Students: Master the CFPĀ® Curriculum: Dedicate time toā¦
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Happy New Year!
As we close the books on another year, let's raise a glass to new beginnings and the exciting journey ahead! Cheers to conquering those exams, landing your dream job, and making a real difference in people's lives. Happy New Year, everyone! š„
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Growing & Protecting Your Financial Future š
To protect and grow your wealth, itās essential to understand the major barriers: debt, inflation, and taxes. šø High-interest debt makes purchases costlier, inflation shrinks your purchasing power, and taxes can drain your savings. But thereās a simple solution: investing in an employer-sponsored 401(k). Surprisingly,ā¦
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What sources do you rely on for recommendations on continuing education courses?
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What Do You Wish Youād Known on Day One?
"Hindsight is 20/20." Balancing work, life, and the demands of your CRPCĀ® or CPRSā¢ coursework is no small feat. Looking back, what strategies or habits would have made it easier to manage your time effectively? Did you discover a time-blocking method that worked wonders? Or maybe you wish you'd set clearer boundariesā¦
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Finance
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What is the deadline for completion of my CFP Education program?
š” Did You Know? š” If youāre enrolled in the CFPĀ® program under the current catalog, you have 3 years to complete your coursework. For students who enrolled in previous years, the deadline is 2 years. Not sure which timeline applies to you? Reach out to Student Services at š 1-800-237-9990 (option 2) or š§ cffpssc@cffp.eduā¦
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Unpacking the Research on Optimal Withdrawal Frequency in Retirement Planning
FINANCIAL PLANNING REVIEW is a global, multidisciplinary journal sponsored by CFP Board of Standards disseminating research covering personal financial planning. Topics include portfolio choice; behavioral finance; tax and estate planning; psychology and human decision-making; financial therapy, literacy and wellness;ā¦
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Last Industry Insight of 2024! - Watch and Comment!
Check out our latest and last edition of Industry Insights of the year and let us know your thoughts in the comments below!
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How much value can you add as a financial adviser?
The Value You Bring as a Financial Planner: Insights from Vanguardās Advisorās Alpha As financial planners, your value to clients goes far beyond selecting investments or aiming to outperform benchmarks. Vanguard's 2022 Advisorās Alpha framework quantifies this value, demonstrating how effective implementation of wealthā¦
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š CE Course Duration: Share Your Preference!
Weāre always looking to improve your continuing education experience, and weād love your input on course length. What is your ideal duration for a CE course that keeps you engaged and fits into your schedule? Let us know your thoughts in the poll and feel free to share in the comments why this option works best for you!ā¦
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šHappy Thanksgiving!š
As we gather with friends and family to celebrate, letās take a moment to reflect on all we have to be grateful for. Whether itās the big moments or the simple joys in life, thereās always something to appreciate. Weād love to hear from you! Share what youāre most thankful for this yearāwhether itās family, health,ā¦
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Did You Know? - How do I request my official transcripts?
Requesting your transcripts: If you need a copy of your academic transcript from the College, the process is simple! Just complete a Transcript Request Form. Here are the steps to follow: Fill Out the Form: Make sure to provide all necessary information accurately on the Transcript Request Form to avoid delays. Payment:ā¦
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šNovember Check-In: Goals and Wins
As the month wraps up, letās reflect on the goals we set for November. What milestones have you reached? Are there any challenges you're proud to have tackled or progress youāve made, even if it feels small? Every achievement counts, and this is a chance to celebrate your dedication and hard work. Whether itās mastering aā¦
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Continuing Education (CE) Topics of Interest
Your input is vital in shaping our Continuing Education offerings! Please take a moment to let us know which topic is most relevant to your professional growth right now: Tax Planning Strategies, Investment Management, Estate Planning, or Client Relationship Management. Your feedback helps us create meaningful, impactfulā¦
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Did You Know? Renewing Your Designation
Did You Know? Renewing Your Designation To renew your designation, log in to your account at https://home.kaplanlearn.com/. Select the designation icon on the left side of your screen and click the renew button. If the blue renewal button isn't visible or you need password assistance, use the online password reset optionā¦
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Did You Know? - What should I do if I find an error in the course materials?
If you spot an error, the first step is to send an email to your instructor, noting the issue. Be sure to include the page number from the textbook or a screenshot of the question and solution so we can easily locate and correct it. Remember, while we strive for perfection, occasional errors can happen. With hundreds ofā¦
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Industry Insights: Post Election Market Results
Check out the November edition of Industry Insights featuring our Dean of Financial Planning, David Mannaioni. In this video, David talks about the recent post-election market results and we would love you to share your thoughts in the comments section below. What do you think about how the elections have impacted theā¦
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Honoring Our Veterans ā Happy Veterans Day! ā¤ļøš
Today, we take a moment to honor and thank the brave men and women who have served our country with courage and dedication. Your sacrifices have protected our freedoms, and we are forever grateful. Whether youāre a veteran, have family members who served, or simply want to show your appreciation, letās spread some Goodā¦
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š Podcast Spotlight: Bridging the Diversity Gap in Financial Planning through Designations
PODCAST SPOTLIGHTš¦ Discover how financial designations can serve as an effective stepping stone for diverse candidates aiming to achieve Certified Financial Plannerā¢ (CFPĀ®) certification! A recent study highlights that shorter, affordable designation coursesāsuch as Foundations in Financial Planning (FFPN)ānot only provideā¦
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Previous Coursework and the MS Program
Are you wondering if any of your previous coursework applies to the MS program? Possibly! Both of our MS programs offer generous Credit for Prior Learning policies, allowing students to apply up to 21 credits from previous coursework toward their MS degree. You can find details about pre-approved courses in the currentā¦
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š»šHalloween/Fall Fun!šš
Itās time for pumpkins, costumes, and all things spooky! Whether you're dressing up, carving pumpkins, or indulging in way too much candy (no judgment!), we want to see how youāre celebrating this fun holiday! Share your Halloween spirit by posting pics of your costumes, spooky decorations, fall decor, or even yourā¦
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Are you eligible for the Accelerated Path or Capstone Alternative?š
If youāve received prior approval from the CFP Board for the Accelerated Path or Alternative Capstone, you can enroll directly into FP517 Financial Plan Development. To register for the Alternative Capstone, just provide your Certificate of Eligibility from the CFP Board to the Collegeās Enrollment Department atā¦
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š¾ Furry Friends: Tell Us About Your Pets! š¾
We know that our pets are more than just animalsāthey're family! Whether it's a cat that rules the house, a dog thatās always up for an adventure, or any other beloved pet, we want to hear all about them. Do you have a funny story that always brings a smile to your face? Or maybe a heartwarming tale that shows just howā¦
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New October Industry Insights!
Check out our October episode of Industry Insights with David Manioni, Dean of the College for Financial Planning! Let us know your thoughts on this month's topic in the comments below.
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Case Study - VOTE NOW!
Check out today's case study and vote for the correct answer below. Urwa, a CFPĀ® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Clientās investment needs. The agreement gives Urwaā¦
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šNational Walk & Roll to School Day!š
Join us in celebrating National Walk & Roll to School Day! Whether you're strolling through the beautiful autumn leaves or cruising on your bike under the clear blue sky, this is a fantastic way to start your day with energy and positivity. Walking or biking to school isn't just great for your healthāitās also a wonderfulā¦
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Meet your Student & Alumni Engagement Advisor
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Did You Know? Late Renewal Of Designation Information
You can renew your professional designation directly through your student portal, from the renewal due date up to two (2) years after. No need to call Student Servicesāsimply log in to your account at Kaplan Learn, select the "Designation" icon on the left side of your screen, and click the "Renew" button. The standardā¦