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PFPL510 - Getting started in the Master's in Personal Financial Planning Program
Most students who haven't already earned the CFP® marks typically start the Master's program with PFPL510 which starts off covering financial planning principles and wraps up covering insurance topics. Each week consists of a reading assignment upon which a 10-question quiz is based. Students also contribute to two…
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🎆 Happy Independence Day!
Today, we celebrate the spirit of freedom, resilience, and possibility—values that fuel both our country and our journeys as professionals, students, and lifelong learners. We’re wishing everyone in our community a joyful and safe celebration filled with pride, gratitude, and a little fun too! Do you have any favorite…
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2025 SIMPLE IRA Limits + CFP® Prep Clarification
Hello @DavidMannaioni_CFFP and @GaryClement_CFFP I’m starting a new thread so you can assist the student with their questions. The question was originally sent to me directly through messaging on my community account. I’m reposting it here so everyone can see it. Below is the original inquiry: Can you assist with questions…
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🚀 Starting Strong: Your Entry into the Financial Planning Profession
Just getting started in the financial services industry? The early years of your career are the perfect time to build a strong foundation—and the right credentials can open doors and boost confidence. Two great starting points: 📘 FPQP® – Financial Paraplanner Qualified Professional™ Designed for entry-level professionals…
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📢We want to hear from you! Why is financial literacy learned at the high school age so important?
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically highlighting financial literacy among high school students and the importance of empowering the next generation. I was able to…
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FINA565 Overview
In FINA565, you’ll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, you’ll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What You’ll Learn Valuation Techniques:…
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Are retirement loans double taxed?
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the person’s taxable income in the years the loan is repaid, and…
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VITA U and the College for Financial Planning
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned in last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at the VITA U conference in Rio Grande, Puerto Rico 🇵🇷 last month, where I not only learned about the program but also…
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What is VITA U and why did CFFP attend the conference in Rio Grande Puerto Rico?🇵🇷
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. 😊 A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunder_CFFP at the VITA U conference in Rio Grande, Puerto Rico. I learned so much about the VITA U program and I also got to see…
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📊 Which Designation Is Right for Your Next Step?
Are you trying to figure out which designation is right for you?👀 Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to hear from you! Share them in the comments below.👇 🟢 Just Getting Started in the Industry? FPQP® – Foundations of financial…
