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The Anchoring Bias
Anchoring is a common financial bias, with clients with this bias being stuck on an investment price, thinking that is the "anchor" and anything higher is a good investment. Astorino suggests making the investment policy statement early in a relationship to keep clients on track with stated investments, not going off on…
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Recession Forecast: Understanding the Numbers Behind the Headlines
Recession Forecast: Understanding the Numbers Behind the Headlines Forecasting recessions is one of the toughest challenges in economics. Even with sophisticated models, economists, policymakers, and investors rarely get both the timing and severity of downturns right. A recent benchmark comes from The Wall Street…
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Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…
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🌟Thank You to Our Fall 2025 Mentors!🌟
Did you know National Mentoring Day is observed in the U.S. on October 27 each year? While the main event is in October, National Mentoring Month in January celebrates mentorship through days like “I Am a Mentor Day”, “Thank Your Mentor Day”, and the National Mentoring Summit. This fall, we want to take a moment to thank…
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Over 50 Years of Excellence in CFP Education
As the Dean of Financial Planning, I oversee the revision process for all of our CFP education courses and our professional designations. Our CFP education courses and the Exam Prep Review (EPR) course have been a part of The College since our founding in 1972. We have been preparing students to successfully pass the CFP…
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⚠️ Service Alert: Global Internet Outage Impacting Education Platforms
We want to let you know that there is currently a global internet outage affecting many major websites and online platforms, including education tools like Kaplan login pages and Canvas. We apologize for any inconvenience this may cause. Some students were able to regain access on October 19, 2025, so you may want to check…
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Most Asked Question from ABFP Instructors: Chapter 16
FAQ: Understanding Chapter 16 (ABFP) Q: Why is Chapter 16 assigned twice in the ABFP course? A: Chapter 16 is assigned in two separate modules because it aligns with the learning objectives of both. It covers retirement planning in general and introduces a specific strategy called “nudging” to help boost retirement assets.…
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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…