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! ✨
🎉Meet Your New CFFP Alumni Committee!🎉
We’re excited to introduce the inaugural Alumni Committee at the College for Financial Planning – a Kaplan Company! This dynamic group is committed to elevating the alumni experience, strengthening connections across generations of graduates, and ensuring that the value of a CFFP education continues to grow long after…
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 master’s program. It uses many of the same materials that are found in our CFP® tax course. However, instead of offering students multiple choice questions, graduate students are given case studies, then asked to…
🎓Did You Know? We Support CPAs Too!
The College for Financial Planning® – a Kaplan Company isn’t just about financial planning—we also offer Continuing Professional Education (CPE) for Accountants! 🧮💼 Kaplan Financial Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of…
What part of the business cycle do you think the U.S. is in currently?
Do you think we are still in an expansion phase? For a start, the National Bureau of Economic Research (NBER) sets peaks and troughs for the business cycle and the last declared peak was February 2020 and the last trough was April 2020, both declared in July of 2021! Recessions are declared after the fact, so we feel the…

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.

PFPL 522 is one of my favorite courses because it deals with the psychology of money
In PFPL522, we move beyond the numbers and dive deep into the human side of finance. This course equips students to understand why people make the financial decisions they do—and how planners can help guide better ones. Financial planning isn’t just about optimizing portfolios—it’s about understanding people. PFPL522…
🎓 Introducing: Master’s Mondays Starting July 21! 🗓️
Your Weekly Dive into All Things Master’s at CFFP What is Master’s Mondays? Master Mondays will be a dedicated space for both prospective and enrolled Master’s students in the MSFA and MS-PFP programs! Starting July 21 through the end of August, we’ll be sharing weekly content to support your academic journey, build…
🎉 Welcome to Your Alumni Community! 🎉
We’re so glad you’re here! As a valued graduate of the College for Financial Planning®, this exclusive Alumni Community was created just for you—a dynamic online space to connect, collaborate, and grow with fellow financial planning professionals from across the country. Whether you’re navigating a challenging client…
🎉 Exciting News from the Alumni Committee! 🎉
We’re thrilled to announce that a brand-new Alumni Website will be launching soon on the College for Financial Planning® (CFFP) platform! This fresh, user-friendly site is designed exclusively for our alumni community to: Connect with fellow graduates from CFP®, master’s, and professional designation programs—no matter…
💻 Tech Tuesday: Essential Tools Every Financial Planner Should Know
In today's fast-moving financial world, staying competitive means staying connected — and that includes knowing which tech tools can make your work smarter, faster, and more client-centered. Here are a few top tools and platforms every financial planner should be familiar with (some of which you may have encountered during…
Ready for a Career Boost? Start with the Graduate Program and PFPL510!
As part of the College for Financial Planning’s Master of Science in Personal Financial Planning (MS-PFP) program, the PFPL510 course, Financial Planning Process & Insurance, offers graduate-level students a comprehensive introduction to the foundations of financial planning, insurance, and risk management. Designed for…
Dean's Note on Alternative Investments: Unlocking New Potential for Financial Planners
Welcome to the Golden Era of Alternatives If you're a financial planner still relying on the classic 60/40 allocation, you're missing what's happening in the real world and what clients are already talking about. Alternative investments are now mainstream, accessible, and, when used wisely, can transform portfolios for a…
MSFA or MS-PFP? Here’s Why Earning Your Master’s with Us Makes Sense
Thinking about taking your financial career to the next level? Here’s why earning your master’s degree with us is a smart move: Skills & Recognition A master’s degree from the College for Financial Planning instantly signals high-level expertise. Whether you pursue the Master of Science in Financial Analysis (MSFA) or…
What part of the business cycle do you think the U.S. is in currently?
Do you think we are still in an expansion phase? For a start, the National Bureau of Economic Research (NBER) sets peaks and troughs for the business cycle and the last declared peak was February 2020 and the last trough was April 2020, both declared in July of 2021! Recessions are declared after the fact, so we feel the…
⏳CE Reminder: Don’t Forget Your CE! How to Stay On Track for Renewal
⏳ Don’t Forget Your CE! Stay on Track for Renewal Let’s keep your designation active and your knowledge sharp. Have you reviewed your CE status recently? Staying current with your Continuing Education (CE) isn’t just about meeting a requirement — it’s about maintaining credibility, staying compliant, and continuing to grow…
🎓Did You Know? We Support CPAs Too!
The College for Financial Planning® – a Kaplan Company isn’t just about financial planning—we also offer Continuing Professional Education (CPE) for Accountants! 🧮💼 Kaplan Financial Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of…