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PFPL 522 is one of my favorite courses because it deals with the psychology of money
In PFPL522, we move beyond the numbers and dive deep into the human side of finance. This course equips students to understand why people make the financial decisions they doāand how planners can help guide better ones. Financial planning isnāt just about optimizing portfoliosāitās about understanding people. PFPL522ā¦
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PFPL536; Navigating Tax Planning Techniques for High-Income Taxpayers
This course provides students with a strong background in the application of income tax concepts, calculations, and planning techniques specific to middle and higher-income taxpayers. Key areas to review for the final are: Adjusted Gross Income. Analyze a client situation to compute adjusted gross income. Itemizedā¦
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š Happy Colorado Day! š
Did you know? Colorado was the 38th state admitted to the Union on August 1, 1876āearning it the nickname āThe Centennial State.ā The state boasts over 300 days of sunshine each yearāperfect for those outdoor adventures! Colorado is home to the highest paved road in North AmericaāMount Evans Scenic Byway, reaching 14,130ā¦
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šGood Vibes - Looking Back & Moving Forward š
As July comes to a close, itās the perfect time to pause, reflect, and celebrate all youāve accomplished so far this year. Whether youāve hit your milestones or faced unexpected challenges, every step is part of your unique journey. šÆ Take a moment to reflect: What wins are you proud of from this past month? What lessonsā¦
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š» Tech Tuesday: Essential Tools Every Financial Planner Should Know
In today's fast-moving financial world, staying competitive means staying connected ā and that includes knowing which tech tools can make your work smarter, faster, and more client-centered. Here are a few top tools and platforms every financial planner should be familiar with (some of which you may have encountered duringā¦
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Ready for a Career Boost? Start with the Graduate Program and PFPL510!
As part of the College for Financial Planningās Master of Science in Personal Financial Planning (MS-PFP)Ā program, the PFPL510 course, Financial Planning Process & Insurance, offers graduate-level students a comprehensive introduction to the foundations of financial planning, insurance, and risk management. Designed forā¦
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Dean's Note on Alternative Investments: Unlocking New Potential for Financial Planners
Welcome to the Golden Era of Alternatives If you're a financial planner still relying on the classic 60/40 allocation, you're missing what's happening in the real world and what clients are already talking about. Alternative investments are now mainstream, accessible, and, when used wisely, can transform portfolios for aā¦
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MSFA or MS-PFP? Hereās Why Earning Your Masterās with Us Makes Sense
Thinking about taking your financial career to the next level? Hereās why earning your masterās degree with us is a smart move: Skills & Recognition A masterās degree from the College for Financial Planning instantly signals high-level expertise. Whether you pursue the Master of Science in Financial Analysis (MSFA) orā¦
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What part of the business cycle do you think the U.S. is in currently?
Do you think we are still in an expansion phase? For a start, the National Bureau of Economic Research (NBER) sets peaks and troughs for the business cycle and the last declared peak was February 2020 and the last trough was April 2020, both declared in July of 2021! Recessions are declared after the fact, so we feel theā¦
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ā³CE Reminder: Donāt Forget Your CE! How to Stay On Track for Renewal
ā³ Donāt Forget Your CE! Stay on Track for Renewal Letās keep your designation active and your knowledge sharp. Have you reviewed your CE status recently? Staying current with your Continuing Education (CE) isnāt just about meeting a requirement ā itās about maintaining credibility, staying compliant, and continuing to growā¦
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šDid You Know? We Support CPAs Too!
The College for Financial PlanningĀ® ā a Kaplan Company isnāt just about financial planningāwe also offer Continuing Professional Education (CPE) for Accountants! š§®š¼ Kaplan Financial Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry ofā¦
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MASTERS MONDAY: Why Earn Your Masterās Degree at the College for Financial Planning?
Choosing an accredited institution for your masterās degree is crucialāand the College for Financial PlanningĀ®āa Kaplan Companyāis proud to hold accreditation from the Higher Learning Commission (HLC), a leading institutional accreditor in the United States. HLC accreditation means the College meets high standards inā¦