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Financial Planners Professional Community

Summer Industry Check-In: What Financial Planners Should Be Watching in 2026
Summer is a great time to step back from coursework, client meetings, and exam prep to take a broader look at where the financial planning profession is headed. Here are a few trends shaping the industry right now: 🤖 AI Is Becoming a Core Skill Artificial intelligence is rapidly moving from experimentation to everyday use…
📈 5 Ways to Stay Connected in the Financial Planning Industry
Whether you're deep in your studies, newly designated, or a seasoned professional — staying connected to the financial planning community isn't just nice to have. It's a career strategy. Here are five practical ways to keep your finger on the pulse of the industry: Get Active on LinkedIn LinkedIn is one of the most…
Industry Trend Breakdown: What is changing in Social Security?
If your clients have questions about Social Security this year, they are not alone. Here is what advisors should have on their radar in 2026. The COLA rose to 2.8 percent, up from 2.5 percent last year. That translates to roughly 56 dollars more per month for the average retiree. But Medicare is eating into it. Part B…
The Estate Planning Conversation Clients Avoid, and How to Change That in August
In advance of National Make a Will Month this August, now is the time to start preparing your client conversations around estate planning. Most clients avoid the topic for the same reasons. It feels uncomfortable, they assume it is only for the wealthy, or they plan to get to it later. The advisors who break through that…
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…

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…
The Estate Planning Conversation Clients Avoid, and How to Change That in August
In advance of National Make a Will Month this August, now is the time to start preparing your client conversations around estate planning. Most clients avoid the topic for the same reasons. It feels uncomfortable, they assume it is only for the wealthy, or they plan to get to it later. The advisors who break through that…
Industry Trend Breakdown: What is changing in Social Security?
If your clients have questions about Social Security this year, they are not alone. Here is what advisors should have on their radar in 2026. The COLA rose to 2.8 percent, up from 2.5 percent last year. That translates to roughly 56 dollars more per month for the average retiree. But Medicare is eating into it. Part B…
📈 5 Ways to Stay Connected in the Financial Planning Industry
Whether you're deep in your studies, newly designated, or a seasoned professional — staying connected to the financial planning community isn't just nice to have. It's a career strategy. Here are five practical ways to keep your finger on the pulse of the industry: Get Active on LinkedIn LinkedIn is one of the most…
Summer Industry Check-In: What Financial Planners Should Be Watching in 2026
Summer is a great time to step back from coursework, client meetings, and exam prep to take a broader look at where the financial planning profession is headed. Here are a few trends shaping the industry right now: 🤖 AI Is Becoming a Core Skill Artificial intelligence is rapidly moving from experimentation to everyday use…
Finding A Business Attorney
Does anyone have a suggestion on how to find attorneys that specialize in Buy/Sell Agreements for the Businesses within the Construction Industry?
Brain Block
Hello, I am starting chapter 7 and I am losing so much focus. I feel that it is so much information, that my brain has maxed out on what more it can consume. Any ideas of how to help remove the block. At this point, I feel that I am only reading words. I am not retaining any of the material. Help, please, anyone. Thanks