🎓 Introducing: Master’s Mondays Starting July 21! 🗓️

Options
Kendra_Solis
Kendra_Solis Posts: 428
edited July 24 in Financial Planners Professional Community

Your Weekly Dive into All Things Master’s at CFFP

What is Master’s Mondays? Master Mondays will be a dedicated space for both prospective and enrolled Master’s students in the MSFA and MS-PFP programs! Starting July 21 through the end of August, we’ll be sharing weekly content to support your academic journey, build community, and keep you motivated.

Each Monday, you’ll find something new to explore—designed just for our master’s community.

👉 Here’s What to Expect:

đź’Ľ Course & Faculty Spotlights
 🧠 Highlights from Active Conversations
 đź”— Helpful Program Reminders & Resources
 🗣️ Ways to Connect with Fellow Master’s Students
 🎉 Motivation and Inspiration to Start Your Week Strong

Let’s make Mondays something to look forward to! 💪


Drop a comment to say hello, introduce yourself, or let us know what topics you’d like to see featured.

#MastersMondays #MSFA #MSPFP #GradSchoolGoals #CFFPCommunity #FinancialPlanningJourney #StartStrongStayStrong

Master’s Monday Resources for Currently Enrolled Students (2).png
Tagged:

Comments

  • Nasircooper
    Nasircooper Posts: 1

    Member

    👤

    Hello! Nasir here from Lancaster, PA. I successfully passed my licensing (SIE, 7, 63) and am looking to immerse myself in all things finance/wealth management. I haven’t completed my undergraduate course work as of yet, but which books/courses could I pick up to get a head start on my CFP? I’m really interested in estate planning for example.

  • RachelSeton_CFFP
    RachelSeton_CFFP CFFP Faculty & Instructors Posts: 171

    Hello @Nasircooper, thank you for taking the time to comment and share your journey!

    Great question! Here are some helpful book and course recommendations to give you a head start on the CFP®, especially if you're interested in estate planning:

    đź“š Books to Get a Head Start

    🔹 General CFP® Prep / Overview

    1. "Personal Financial Planning" by Gitman, Joehnk, and Billingsley
      • A commonly used textbook in CFP® programs—covers all major topics (retirement, tax, estate, insurance, etc.).
    2. "CFP Board Financial Planning Competency Handbook"
      • Created by the CFP Board; a comprehensive guide to what’s expected from a CFP® professional.

    🔹 Estate Planning Focus

    1. "Estate Planning Essentials" by Enodare
      • A beginner-friendly breakdown of wills, trusts, probate, powers of attorney, and more.
    2. "Estate Planning for Financial Planners" by Michael A. Dalton & Thomas P. Langdon
      • This is more technical and ideal for those looking to dig into estate strategies used by professionals.

    If you're planning to pursue the CFP® certification, one of the best ways to get a strong foundation is through the College for Financial Planning® (CFFP), a Kaplan Company.

    đź“ť Other Ways to Get Ahead

    • Subscribe to industry newsletters and podcasts on financial and estate planning (e.g., Kitces.com, The Trusts & Estates Podcast).
    • Read IRS and CFP Board estate planning updates to become familiar with tax implications and legal basics.

    âś… Bonus Tip

    If you’re not ready to enroll just yet, you can:

    • Visit cffp.edu to explore the structure and outcomes of the CFP® coursework.
    • Reach out to an enrollment advisor to ask about the estate planning module or any self-paced prep you can do in advance. Enrollment can be reached at enroll@cffp.edu.

Categories