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Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
October means open enrollment season. For your clients, it can feel overwhelming. For you? It's an opportunity to add real value and show why having a financial planner matters. Here's what most people miss: open enrollment isn't just about picking a health plan. It's about aligning healthcare decisions with their overall…
Preparing for the CFP® exam can feel overwhelming, especially if you're balancing work, family, and other commitments. The good news? You don't have to know everything on day one. Success starts with a plan—not perfection. Here are four steps to help you get started: 1. Break the Material into Manageable Sections Instead…
As the year winds down, it's a great time to help clients look beyond their investment accounts and start conversations about potential tax planning opportunities. Here are a few questions to bring into your next client meeting. 💵 Retirement Contributions and Distributions "Have you reviewed your retirement contributions…
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Fall can be a great time to check in with clients, revisit their goals, and identify planning opportunities before the end of the year. Here are a few conversations worth having: 💰 Year-End Tax Planning “Are there any tax-related decisions we should be thinking about before December 31?”Reviewing income, retirement…
The best way for me to study is by making flashcards. I was thinking of using the quiz questions from each chapter to do so but don't want it to be a waste of my time if you don't think it will really help me on the Final Exam. Have you known other students to study this way and be successful?
The financial planning profession continues to evolve, and 2027 is likely to bring new opportunities for financial professionals to adapt how they serve clients, use technology, and build their expertise. Here are a few trends worth watching: 🤖 AI and Technology AI is becoming increasingly integrated into financial…
Where do I find the case study for each module? Is it in my study e-book or do I need to access through another site like the Quiz?
We’re proud to introduce the recipients of the inaugural 2026 College for Financial Planning® Alumni Awards! This new recognition celebrates alumni who demonstrate excellence, leadership, mentorship, and a continued commitment to advancing the financial planning profession. Congratulations to our 2026 Alumni Award…
Once you complete a module quiz, it there a way to print out the questions with the explanation for reviewing? I fine it hard to review the quiz on the computer.
Around exam time, lots of students are dusting off their calculators and refreshing on keystrokes for various calculations. I am attaching a PDF that provides some reminders regarding the use of the HP10BII calculator. As you start any calculation, you should remember three things: (1) Clear the calculator. (2) Verify the…
We’re excited to welcome Ed Clark, MSPFP, MPAS®, ChFC®, CASL®, CRPC®, AWMA®, as our CFP® Community Moderator as students prepare for the November CFP® Certification Examination. Ed brings more than 30 years of experience in financial services and more than 20 years of teaching experience. He teaches across the CFP®…
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