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To protect and grow your wealth, it’s essential to understand the major barriers: debt, inflation, and taxes. 💸 High-interest debt makes purchases costlier, inflation shrinks your purchasing power, and taxes can drain your savings. But there’s a simple solution: investing in an employer-sponsored 401(k). Surprisingly,…
"Hindsight is 20/20." Balancing work, life, and the demands of your CRPC® or CPRS™ 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 boundaries…
💡 Did You Know? 💡 If you’re enrolled in the CFP® 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 📞 1-800-237-9990 (option 2) or 📧 cffpssc@cffp.edu…
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;…
Check out our latest and last edition of Industry Insights of the year and let us know your thoughts in the comments below!
The Value You Bring as a Financial Planner: Insights from Vanguard’s Advisor’s Alpha As financial planners, your value to clients goes far beyond selecting investments or aiming to outperform benchmarks. Vanguard's 2022 Advisor’s Alpha framework quantifies this value, demonstrating how effective implementation of wealth…
We’re always looking to improve your continuing education experience, and we’d 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!…
As we gather with friends and family to celebrate, let’s take a moment to reflect on all we have to be grateful for. Whether it’s the big moments or the simple joys in life, there’s always something to appreciate. We’d love to hear from you! Share what you’re most thankful for this year—whether it’s family, health,…
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