Financial Planners Professional Community

Ask Us Anything!
Curious about the Financial Planning field? 💬 Drop your questions in the comments below! Whether you're just starting out or deep into your journey, we want to hear from you. Throughout the month, our team will be answering select questions in upcoming discussion posts. Let's learn together! ✨
Global Markets and Financial Planning
Global interconnectedness has made international markets a central factor in personal financial planning, especially for those focused on investing and long-term retirement security. Changes in political stability, military conflicts, and trade policies such as tariffs directly shape the economic outlook and can alter how…
Busting Financial Planning Myths: Alumni Edition
Let’s start the week by busting some common financial planning myths. We know there’s a lot of advice (and misinformation) floating around, and who better to separate fact from fiction than our amazing alumni? Question for you: 💬 What’s the top financial planning myth you’ve encountered in your work or studies? It could be…
Cryptocurrency Insights for Advisors
The Future of Financial Advice in a Crypto-Enabled World As crypto and digital assets become more integrated into financial planning, one thing is clear: investors will still need human advisors. Even with the rise of robo-advisors and automation, navigating crypto requires judgment, experience, and strategic thinking that…
The $3,000 “Secret” Behind Better Saving Habits (Even When Big Bills Are Coming)
A 2025 study found that households with a “financial safety net” are more likely to demonstrate a saving habit (spending less than income), and that long-term savings goals help explain part of that relationship. In the research, a “safety net” is defined very specifically as being able to access $3,000 or more in…

📊 Tax Season Is Coming — What Financial Advisors Should Do Now
Tax season has a way of sneaking up fast—for both advisors and clients. A little proactive planning now can reduce stress, uncover opportunities, and strengthen client trust when it matters most. ✅ What You Can Do Now Review 2025 financial activity early Identify capital gains/losses, large deductions, RMDs, charitable…
Master’s Monday Insights: Faculty Feature – Who’s Teaching This Spring?
Meet the faculty guiding you through your Spring 2026 coursework! Master of Science in Financial Analysis (MSFA) — Spring Term I (1/12/26 to 3/8/26) Get ready for these core courses: ACCT545 – Barclay Roper and Caitlin Forehand ACCT555 – Spring Term II TBD FINA575 – Todd Feldman and Sina Rezaei FINA585 – Jim Falter and…
Honoring Dr. Martin Luther King Jr. Today: A Legacy of Justice and Equality
Today, Monday, January 19, we celebrate Dr. Martin Luther King Jr. Day and reflect on his lasting legacy. Dr. King’s dedication to justice, equality, and peace continues to inspire us. Through his leadership in the civil rights movement, he challenged our nation—and each of us—to work toward a society where everyone has…
Master’s Monday Insights: Welcome & Introductions
Welcome to the Master’s Program for Spring 2026! We’re thrilled to have you join our community. ✨ Introduce Yourself: Tell us a bit about yourself! Where are you from, and what inspired you to take this next step in your educational journey? 📍 Where Are You Studying From? Let’s see where everyone is joining from! Share…
🔔 Reminder: How to Tag a Faculty Member or Peer
Want to get someone’s attention or reply directly? Here’s how: 🏷️ Type the @ symbol followed by their username (no spaces). 📌 Example: To tag Rachel Seton, type @RachelSeton _CFFP in your comment or post. ✅ You can tag multiple people in the same message too! Not sure who to tag? Check out the Who to Tag for Help:…
Master’s Monday Insights: Spring 2026 Course Preview for Master’s Students
Ready to kick off your Spring 2026 coursework? Here’s a snapshot of what’s ahead for our Master of Science students this semester! Master of Science in Financial Analysis (MSFA) — Spring Term I (1/12/26 to 3/8/26) Get ready for these core courses: ACCT545 ACCT555 FINA575 FINA585 FINA650 Master of Science in Personal…
🌟 Celebrate National Mentoring Month – January 2026! 🌟
January is National Mentoring Month, and it’s the perfect time to highlight the power of mentorship in shaping careers and building meaningful connections. At the College for Financial Planning, our Master Mentorship Program connects alumni with students and fellow professionals to share knowledge, guidance, and real-world…
What steps do you need to take after the final exam?
After you pass the final exam, are there any further steps you need to take for certification application or is the process/submission automatic?
As a CFP® Professional why do I need to know if I am providing financial advice?
One of the first things that is covered in the Ethics CE course for CFP® Professionals is the definition of "financial advice". This is important for CFP® professionals because we are held to the fiduciary standard of always putting the client's needs first and above our needs or our firm's needs. And this applies whenever…
Incorrect Instructions for Study Tools on Calculating Education or Retirement Income
Hello, I am learning how to use my calculator, but one of the videos says and writes the wrong thing so am bringing it to your attention. In the calculator video for -education or retirement income video has wrong calculation at the beginning. They have written on the board FV and it should be PV for the first part of the…