Financial Planners

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Check out the latest news from the Financial Planner Community.

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! ✨
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…
Alumni Voices Wanted – Make the Community Come Alive
Hello Alumni, It’s been six months since we launched this space just for you—and while we’ve built a library of great content, we’ve realized something important: a community isn’t really a community without you. This is your space to share, ask questions, connect, and learn from each other. Whether it’s advice for…
Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…

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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.

✨CE Success Stories: How Has Continuing Education Helped YOU? ✨
Alumni, we want to celebrate your growth, your achievements, and the real impact continuing education has had on your career or business. Whether it was a course that boosted your confidence, a program that helped you land a new role, or CE that improved the way you serve clients—your story matters and can inspire others…
Thanksgiving is Almost Here! 🍂
Thanksgiving is just around the corner, and it’s a great time to pause, reflect, and enjoy some good food and gratitude! Here are a few fun facts to get you in the holiday spirit: The first Thanksgiving in 1621 lasted three days and included games and feasting—not just turkey! Turkey wasn’t always the main dish; waterfowl,…
🎓 Alumni Advice Corner – Share Your Wisdom!
Calling all alumni! Your experience matters, and there’s no better way to give back than by sharing your advice with current students and recent graduates. 💡 What to share: Time management tips that helped you succeed Study strategies or exam prep hacks Career guidance or lessons learned in the field of financial planning…
AI Knowledge Tools for Budding Scholars
Google Scholar Labs Stanford Genie - Storm and Co-Storm WMPA by College for Financial Planning - A Kaplan Company Google NotebookLM - create your powerful repositories ResearchRabbit
🔄 Keep Your Designation Current: How & Why Renewal Matters
Renewing your designation isn’t just a formality—it keeps your credentials active, recognized, and respected in the financial planning profession. Staying up to date shows your commitment to continued learning and professional excellence. How to Renew Your Designation: Log in to your student portal before your renewal…
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…
📊 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…
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…
📚 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…
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…