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🔔 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:…
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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…
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🌟 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…
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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?
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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…
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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…
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Market Tops and V-Shaped Recoveries
The research I am currently working on focuses on whether the U.S. stock market is overvalued and how to identify the shapes of market cycles. In a project with Michael Angel, we have been analyzing the “Buffett Indicator”—the ratio of the market value of the S&P 500 to U.S. GDP. Historically, from roughly 1950 to 2009,…
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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…
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When Advisors Ask About SE-AWMA vs. CPWA: The Answers That Always Come Up
SE-AWMA vs. CPWA: Two Questions Advisors Ask (Almost as Often as “Is the Market Up Today?”) Advisors tend to be curious people, which is a polite way of saying we ask a lot of questions. But two come up so reliably that I could set my watch by them: “How does the SE-AWMA® compare to the CPWA®?” and “Will earning the…
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Thanksgiving is Almost Here! 🍂
Thanksgiving is just around the corner, and it’s a great time to pause, reflect, and enjoy some good food and gratitude! Here are a few fun facts to get you in the holiday spirit: The first Thanksgiving in 1621 lasted three days and included games and feasting—not just turkey! Turkey wasn’t always the main dish; waterfowl,…