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Financial Planners Professional Community

CE Renewal Made Simple: What Designation Holders Need to Know
One of the most common questions we hear from designation holders: where do I find the required list of approved CE courses? Here is the answer that surprises many alumni. There is no required catalog. You have the flexibility to choose the CE provider and courses that best fit your practice, your interests, and your…
Advisor Playbooks: Scripts for Emotional Client Conversations
The Real Work Isn't About the Numbers When markets drop or life upends, clients don't call asking for a portfolio rebalance. They call because fear is louder than reason. And that's where you matter most. Here's the shift: Emotional conversations follow a pattern. Your job is to interrupt panic and move the client toward…
Estate Planning Gaps Clients Often Overlook
Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
September Action Items: Open Enrollment Prep
October means open enrollment season. For your clients, it can feel overwhelming. For you? It's an opportunity to add real value and show why having a financial planner matters. Here's what most people miss: open enrollment isn't just about picking a health plan. It's about aligning healthcare decisions with their overall…

Our CFFP Master's Mentorship Program: Real Career Growth, Real Results
We just wrapped up our Spring 2026 Master's Mentorship Program, and I'm excited to share what this experience revealed about professional development in financial planning. This program pairs MSPFP graduate students with experienced financial planning professionals for structured mentoring focused on real career…
September Action Items: Open Enrollment Prep
October means open enrollment season. For your clients, it can feel overwhelming. For you? It's an opportunity to add real value and show why having a financial planner matters. Here's what most people miss: open enrollment isn't just about picking a health plan. It's about aligning healthcare decisions with their overall…
Quiz Review
Once you complete a module quiz, it there a way to print out the questions with the explanation for reviewing? I fine it hard to review the quiz on the computer.
Estate Planning Gaps Clients Often Overlook
Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
Your Designation Doesn't Keep You Current—You Do
Your Designation Doesn't Keep You Current—You Do You earned your CFP, CRPC, AAMS, or FPQP because you proved you knew the material at that moment. But financial regulations, tax law, and best practices don't stay still. Neither should your knowledge. Here's what you need to know: The Timeline You have two ways to think…
Advisor Playbooks: Scripts for Emotional Client Conversations
The Real Work Isn't About the Numbers When markets drop or life upends, clients don't call asking for a portfolio rebalance. They call because fear is louder than reason. And that's where you matter most. Here's the shift: Emotional conversations follow a pattern. Your job is to interrupt panic and move the client toward…
IRA to HSA funding
Hi! I am confused about funding an HSA from an IRA. Is this allowed only one time? Is there a max limit on funding an HSA from an IRA? Is it a rollover or a transfer?
Anyone else getting 500 error on Prep Course access
I have my CFP exam on Saturday - and today I started getting an Internal error 500 on the test prep materials! Anyone else?
CE Renewal Made Simple: What Designation Holders Need to Know
One of the most common questions we hear from designation holders: where do I find the required list of approved CE courses? Here is the answer that surprises many alumni. There is no required catalog. You have the flexibility to choose the CE provider and courses that best fit your practice, your interests, and your…
The Great Wealth Transfer: Are You Connected to Your Clients' Adult Children?
An estimated 80 trillion dollars or more is expected to move between generations over the next two decades. It is one of the largest wealth shifts in history, and it comes with a hard truth for advisors: the majority of heirs leave their parents' advisor after receiving an inheritance. The advisors who keep those…