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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…
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Navigating Ethical Dilemmas in Financial Planning
Hey Faculty! 🌟 In the world of financial planning, ethical dilemmas are bound to pop up—whether it’s balancing client interests with your professional duties, dealing with conflicts of interest, or staying ahead of ever-changing regulations. 🤔💼 We’d love to hear from you! Question for you: What’s the toughest ethical…
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How To Video Series: Search, Filter, and Tag!
Ready to get even more from your community? The video below shows you how to search, filter, and use tags like a pro! Got ideas for other videos or have questions? Share them in the comments!
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The Tax Efficiency of ETFs versus Mutual Funds
When it comes to investing, performance is not just about high returns—it's also about how much of your return you get to keep. Exchange-traded funds (ETFs) have emerged as a highly efficient investment vehicle, especially when compared to traditional mutual funds. While both offer diversified exposure to markets, ETFs are…
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Reflections on Financial Planning: A Journey Through the Evolving Landscape! 🌱💼
Hey, faculty! 🎓✨ It’s time to reflect on how far the financial planning field has come – and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire industry shift in unexpected ways. 🌍💡 🔹 Tech Tools: From paper-based planning to AI-powered financial software, how have…
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How to Use the CFFP Username & Tag Guide: Video Tutorial🎥
We continue our "How to" series with "How to use the CFFP username and tag guide." This video shows you how to use this guide to ensure your questions reach the correct person and your posts get the right visibility! Let us know if you have any questions in the comments below. :)
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Happy St. Patrick’s Day! 🍀
Today is all about luck, laughter, and a little green! 🍀🌈 Whether you’re celebrating with friends or enjoying some quiet time, take a moment to reflect on the good things in your life. Here’s a fun idea: Share one thing you're lucky to have or experience today—maybe it's a great cup of coffee, a friendly conversation, or…
