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. ✨
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…
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically hig…
In FINA565, you’ll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, you’ll develop the skills and knowledge essential…
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn…
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned in last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFF…
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. 😊 A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunde…
Are you trying to figure out which designation is right for you?👀 Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to h…
Summer is officially here—and we’d love to hear what you’re looking forward to in the weeks ahead! ☀️ Are you planning to unplug and recharge? 📚 Starting a new course or studying for a designation? ✈…
So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They…
We pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice has helped shape the freedoms we enjoy every day, including the opportunity to pu…
In PFPL530: Income Tax Planning, you’ve spent the term exploring the mechanics of AGI, credits, deductions, and more. But here’s a bold idea to consider. What if tax planning is really behavior planni…
