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Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFPĀ® professionals when they arise. The first step is to identify any conflictsā¦
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Avoid These Top Mistakes in Dual-Income Retirement Planning
Key Planning Strategies for Dual-Income Households 1. Maximize Contributions Across Accounts Double up on 401(k)/403(b)/457 plans: Each partner can contribute the annual maximumā$23,500 in 2025, or $31,000 if age 50+. Roth IRAs & HSAs: Use Roth IRAs for tax-free withdrawals and HSAs for triple tax-advantaged healthcareā¦
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Masterās Monday Connections: Find Your Study Buddy! š¤
Graduate school is better togetherāespecially when youāve got someone to share the journey with! Whether youāre looking for a study partner in the same time zone or someone taking the same courses, this is your space to connect. š How to Join In: Drop your details in the comments below: āļø What courses you're taking thisā¦
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Check Out the New Alumni Page and Share Your Feedback
Weāre excited to share that the new Alumni webpage is hereāa central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Hereās what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ā
Attend an Event ā Stay in the loop with upcoming alumni and professionalā¦
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Master's and the Growth Mindsets
The Master's Mindset is a step above undergraduate study. Master's students learn to ask "why," going beyond simple answers. A Growth Mindset is applicable to any education, and Carol Dweck has a lot of resources on this, including a book calledĀ Mindset: The New Psychology of Success. A chart, found on a Farnam Streetā¦
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Why take PFPL 650 in the Client Psychology track?
Are you ready to take your client relationships to the next level? Iām excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isnāt just theoryāwe explore real client behaviors,ā¦
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Masterās Monday Insights: Want to Join an Ongoing Conversation? Jump In!
There are already some great discussions happening in the communityādonāt be shy! Whether you have a question, want to share a comment, or just connect, joining a thread is a fantastic way to engage with fellow students and faculty. š Check out these active posts and drop a comment to share your thoughts or ask a question.ā¦
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šš National Back to School Prep Day: Fall 2025 is Here! šāØ
Whether youāre gearing up to return to your Masterās courses, starting CFP coursework or exam prep, beginning a new designation, or helping a child get ready for their big school year, this season is all about fresh starts and exciting opportunities! Itās the perfect time to set goals, organize your study space, and getā¦
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Understanding the Financial Planning Process: A Core Foundation for Every Planner
One of the most essential foundations in financial planning is a thorough understanding of the financial planning process. This process is more than a checklistāitās a structured, repeatable framework that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,ā¦
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The Value of a Professional Designation
A few years ago, I conducted some research and wrote a paper that showed that people who were successful in one of the professional designation courses offered at The College for Financial Planning were also highly likely to be successful in the CFPĀ® program. This demonstrates the value of a designation in preparing peopleā¦