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The Future of Adult Learning: Challenges and Opportunities Ahead
As adult education evolves over the next decade, institutions, educators, and learners will face some exciting challenges—and opportunities: Balancing Automation & Human Connection: AI can personalize learning, but mentorship and meaningful human interaction remain vital. Synthesizing Learning in a Fast-Paced World:…
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🍂 Fall Term II Courses Are Here! 🍂
Fall Term II 2025 is almost here, and we’re excited to share the courses and faculty leading the way this term. 📚✨ Economics ECON 524 – Faculty TBA ECON 534 – Faculty TBA Finance FINA 515 – Barclay Roper FINA 525 – Barclay Roper FINA 565 – Todd Feldman FINA 595 – Jim Falter Personal Financial Planning (PFPL) PFPL 520 –…
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🎉 October is Financial Planning Month! 🎉
October is here, and that means it’s Financial Planning Month—a time to celebrate the power of smart money management and the role financial planners play in helping individuals achieve their goals. 💡💰 Whether you’re just starting your financial journey or looking to refine your strategy, this month is a perfect…
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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…
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Risk Management and Due Diligence Processes for Advisors
Risk management and due diligence are essential tasks for an advisor for their clients over time. This should begin and continue with thoughtful conversations that uncover how a client may actually respond to volatility or loss. Advisors who take the time to explore these nuances are better equipped to recommend strategies…
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CFP vs. PFPL Master’s Degree – What’s the Difference? 🎓
Are you wondering how the PFPL Master’s Degree stacks up against the CFP Certification program? Here’s a quick breakdown: PFPL Master’s Degree 10 courses over 2 years Provides deep, advanced financial planning knowledge Includes a FREE CFP Review course that can be taken after the first 6 courses Option: Take the CFP exam…
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Masters Electives for the 2025 Fall Term II
FINA561 Real Estate Finance and Investments is a brand new elective for the Master of Financial in Personal Financial Planning degree program. Learn all about real estate investments in this popular course. The new economics course number and name, ECON524 Economics for Investment Decision Makers, covers basic macro and…
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Uncheck the completed boxes
Hello, I accidently clicked "mark complete" not realizing they would go away. I need to uncheck them as I have not completed those sections yet! Is there a way to uncheck them so they go back to my current plan.
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The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…
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🎓 Calling All Master’s Students—What Do You Want to See Next?
Happy Monday to all our Master’s students! 🎓 This space is designed just for you—to share resources, ask questions, and connect with others on the same journey. Today, we’d love to hear from you: 👉 What’s been your biggest aha! moment so far in your program? 👉 What topics or resources would you like us to cover in future…