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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…
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🎒📚 National Back to School Prep Day: Fall 2025 is Here! 🍂✨
Whether you’re gearing up to return to your Master’s courses, starting CFP coursework or exam prep, beginning a new designation, or helping a child get ready for their big school year, this season is all about fresh starts and exciting opportunities! It’s the perfect time to set goals, organize your study space, and get…
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Understanding the Financial Planning Process: A Core Foundation for Every Planner
One of the most essential foundations in financial planning is a thorough understanding of the financial planning process. This process is more than a checklist—it’s a structured, repeatable framework that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,…
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The Value of a Professional Designation
A few years ago, I conducted some research and wrote a paper that showed that people who were successful in one of the professional designation courses offered at The College for Financial Planning were also highly likely to be successful in the CFP® program. This demonstrates the value of a designation in preparing people…
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🎧 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…
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Master’s Monday Insights: Welcome & Introductions
Welcome to the Master’s Program! We’re so excited to have you here as part of our community. ✨ Introduce Yourself: Tell us a little about you! Where are you from, and what inspired you to take this next step in your education journey? 📍 Where Are You Studying From? Let’s see where everyone is joining from! Share your…
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Artificial Intelligence (AI) and Financial Planning
Financial planning has become more multifaceted than ever before. With a host of investment options, changing economic landscapes, and personal financial goals, clients are seeking state-of-the-art solutions to manage their finances successfully. Artificial Intelligence (AI) is stepping in to transform financial planning.…
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🎧 Alumni Listening Lounge: What Podcasts Are Powering Your Day?
Let’s create the ultimate CFFP Alumni Listening Library—powered by YOU. Whether you’re tuning in on your morning walk, between client meetings, or while winding down your day, the right podcast can inspire, challenge, and energize your thinking. We want to know: What podcasts are helping you grow as a financial planner,…
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🎓 CFP® Exam Registration – Don’t Miss the Deadline!
Planning to sit for the November 2025 CFP® Exam? Make sure you're registered on time! 🖥️ How to Register: It is each student’s responsibility to create an account and register for the exam directly through the CFP Board at www.cfp.net. 💸 Early Bird Deadline: Take advantage of the discounted registration rate by registering…
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FINA 575: Financial Modeling
In the world of corporate finance, decisions aren’t made on intuition—they’re made on models. Financial modeling is the language of strategic decision-making, allowing analysts and executives to quantify assumptions, evaluate alternatives, and optimize outcomes. At the College for Financial Planning, our FINA575: Corporate…
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📣 Ask Us Anything: PFPL570 – Portfolio Management for Financial Planners
Welcome to PFPL570! Whether you're just diving into the world of portfolio construction or you're coming in with real-world experience, this course is designed to deepen your understanding of investment theory, asset allocation, risk management, and client-focused portfolio strategies. 💼📊 We know starting a new…