Open chat for aspirational and active financial planners to share questions, solutions, experiences and connections.
Do you have any questions about the Financial Planning field? Ask away in the comments and we will pick a few questions to have our team answer in discussion posts throughout the month. ✨
Check out September's Edition of Industry Insights HERE!
You can renew your professional designation directly through your student portal, from the renewal due date up to two (2) years after. No need to call Student Services—simply log in to your account at Kaplan Learn, select the "Designation" icon on the left side of your screen, and click the "Renew" button. The standard…
We celebrate the life and legacy of Dr. Martin Luther King Jr., a leader who championed equality, justice, and hope for all. His dream of a world united by love, understanding, and mutual respect continues to inspire us to create positive change. 🕊️ "Injustice anywhere is a threat to justice everywhere." – Dr. Martin…
Which new tool or trend are you most excited to try in 2025?
Happy National Clean Off Your Desk Day! ✨🖥️ It’s time to start the new year with a clean, clutter-free workspace! Whether your desk is at the office, in your cozy home corner, or even a countertop you’ve turned into a makeshift office, today’s the day to tidy up and get organized. 🧹 A clean desk isn’t just about looks—it’s…
Good evening, I'm in Ohio and wanted to attend the Learn Math session which says it starts at 8:00pm but no one is on. Is this session still active ?
Are you ready to take your preparation for the CFP® March 2025 Exam to the next level? We’ve got you covered with a variety of supplemental tools designed to give you that extra edge. These resources are tailored to help you gain a deeper understanding of essential concepts, ensuring you’re fully prepared when exam day…
As a financial planner or a student aspiring to become one, the new year is a perfect opportunity to set meaningful goals that advance your career, elevate your client service, and enhance your knowledge. Here are some focused goals to consider for 2025: 📚 For Current Students: Master the CFP® Curriculum: Dedicate time to…
As we close the books on another year, let's raise a glass to new beginnings and the exciting journey ahead! Cheers to conquering those exams, landing your dream job, and making a real difference in people's lives. Happy New Year, everyone! 🥂
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,…
It looks like you're new here. Sign in or register to get started.
