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Sharing This Might Make You Feel Smarter... Even If You Don’t Read It
I recently read a very interesting study by Ward, Zheng, and Broniarczyk that shows that sharing content on social media, without reading it, can inflate one's sense of knowledge. Why? Sharing signals expertise. Over time, people internalize that behavior and come to believe they know more than they actually do. Here is…
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Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores how…
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💪 Motivation Monday - Your May Motivation Check-In
As we kick off May, it’s the perfect time to pause, reset, and set a clear intention. What’s one goal—big or small—that you’re committed to working on this month? Whether you're preparing for the CFP® exam, staying consistent with CE, building healthy habits, or finding more balance between work and life, naming your goal…
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Time Value of Money (TVM)
Key Concept: Time Value of Money (TVM) One of the foundational concepts in corporate finance—and a central theme in FINA 575—is the Time Value of Money. This principle states that a dollar today is worth more than a dollar in the future due to its potential earning capacity. It forms the basis for nearly every major…
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Why the AAMS® Designation?
The Accredited Asset Management Specialist (AAMS®) designation offers several advantages for wealth management professionals. Key benefits include: Enhanced Credibility and Professional Reputation. The AAMS® designation signals to clients and employers that you have specialized knowledge in asset management and financial…
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This Month's Industry Insight with Dean David Mannaioni
Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
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Celebrate National Financial Advisor Day – April 18th!
Did you know? National Financial Advisor Day is celebrated annually on April 18th! This day is all about recognizing and appreciating the important role financial advisors play in helping individuals plan for a secure financial future, especially within the retirement plan market. 🏦 Purpose of the Day: National Financial…
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Economic Thought
With the recent emphasis on exports, did you know that about one-third of U.S. exports are services (as opposed to goods) which are not affected by tariffs? Likewise, while the Consumer Confidence index, put out by the Conference Board, notes some disappointment in U.S. consumers purchasing goods, consumers are still…
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Happy Tax Day: Here’s How Financial Planners Can Help Clients Today!💼📅
It’s finally here—Tax Day! As the clock ticks down, financial planners play a crucial role in helping clients navigate the tax deadline. Whether it’s finalizing paperwork or making last-minute adjustments, your expertise is invaluable in ensuring clients stay on track. 🌟 Here’s how you can make the most of today and help…
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Building Client Trust: A Key to Success in Financial Planning" 🗝️❤️
As financial planners, we know that building strong, lasting relationships with clients goes beyond just numbers—it’s about trust. Establishing that trust can make all the difference in a client’s financial journey and in the success of a financial planning career. Faculty, we’d love to hear from you! 💜 What are some of…
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Did You Know? Key Accreditations That Set Us Apart
The College for Financial Planning holds several important accreditations and follows strict guidelines to ensure we provide the best education for financial planning professionals. Here's how we do it: 🔹 Higher Learning Commission (HLC): We’ve been accredited by HLC since 1994. This means our programs meet high academic…
