Connect with fellow students and faculty, post questions, find answers and engage in meaningful discussions throughout your studies.
Hello @DavidMannaioni_CFFP and @GaryClement_CFFP I’m starting a new thread so you can assist the student with their questions. The question was originally sent to me directly through messaging on my community account. I’m reposting it here so everyone can see it. Below is the original inquiry: Can you assist with questions…
Just getting started in the financial services industry? The early years of your career are the perfect time to build a strong foundation—and the right credentials can open doors and boost confidence. Two great starting points: 📘 FPQP® – Financial Paraplanner Qualified Professional™ Designed for entry-level professionals…
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically highlighting financial literacy among high school students and the importance of empowering the next generation. I was able to…
In FINA565, you’ll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, you’ll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What You’ll Learn Valuation Techniques:…
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the person’s taxable income in the years the loan is repaid, and…
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned in last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at the VITA U conference in Rio Grande, Puerto Rico 🇵🇷 last month, where I not only learned about the program but also…
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. 😊 A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunder_CFFP at the VITA U conference in Rio Grande, Puerto Rico. I learned so much about the VITA U program and I also got to see…
Are you trying to figure out which designation is right for you?👀 Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to hear from you! Share them in the comments below.👇 🟢 Just Getting Started in the Industry? FPQP® – Foundations of financial…
Summer is officially here—and we’d love to hear what you’re looking forward to in the weeks ahead! ☀️ Are you planning to unplug and recharge? 📚 Starting a new course or studying for a designation? ✈️ Traveling somewhere fun—or enjoying a quiet staycation? I’m taking a two-day road trip vacation from Colorado to Michigan…
So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They have been asked to substantiate income and expenses for these activities over the past three tax years but they have not…
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