Open chat for aspirational and active financial planners to share questions, solutions, experiences and connections.
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. ✨
Check out September's Edition of Industry Insights HERE!
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 Kaplan Learn, select the "Designation" icon on the left side of your screen, and click the "Renew" button. The standard…
If you spot an error, the first step is to send an email to your instructor, noting the issue. Be sure to include the page number from the textbook or a screenshot of the question and solution so we can easily locate and correct it. Remember, while we strive for perfection, occasional errors can happen. With hundreds of…
Check out the November edition of Industry Insights featuring our Dean of Financial Planning, David Mannaioni. In this video, David talks about the recent post-election market results and we would love you to share your thoughts in the comments section below. What do you think about how the elections have impacted the…
Today, we take a moment to honor and thank the brave men and women who have served our country with courage and dedication. Your sacrifices have protected our freedoms, and we are forever grateful. Whether you’re a veteran, have family members who served, or simply want to show your appreciation, let’s spread some Good…
PODCAST SPOTLIGHT🔦 Discover how financial designations can serve as an effective stepping stone for diverse candidates aiming to achieve Certified Financial Planner™ (CFP®) certification! A recent study highlights that shorter, affordable designation courses—such as Foundations in Financial Planning (FFPN)—not only provide…
Are you wondering if any of your previous coursework applies to the MS program? Possibly! Both of our MS programs offer generous Credit for Prior Learning policies, allowing students to apply up to 21 credits from previous coursework toward their MS degree. You can find details about pre-approved courses in the current…
It’s time for pumpkins, costumes, and all things spooky! Whether you're dressing up, carving pumpkins, or indulging in way too much candy (no judgment!), we want to see how you’re celebrating this fun holiday! Share your Halloween spirit by posting pics of your costumes, spooky decorations, fall decor, or even your…
If you’ve received prior approval from the CFP Board for the Accelerated Path or Alternative Capstone, you can enroll directly into FP517 Financial Plan Development. To register for the Alternative Capstone, just provide your Certificate of Eligibility from the CFP Board to the College’s Enrollment Department at…
We know that our pets are more than just animals—they're family! Whether it's a cat that rules the house, a dog that’s always up for an adventure, or any other beloved pet, we want to hear all about them. Do you have a funny story that always brings a smile to your face? Or maybe a heartwarming tale that shows just how…
Check out our October episode of Industry Insights with David Manioni, Dean of the College for Financial Planning! Let us know your thoughts on this month's topic in the comments below.
Check out today's case study and vote for the correct answer below. Urwa, a CFP® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Client’s investment needs. The agreement gives Urwa…
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