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- 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 do—and how planners can help…
- One of the most essential foundations in financial planning is a thorough understanding of the financial planning process. This process is more than a checklist—it’s a structured, repeatable framework…
- 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 we…
- Struggling to find study time? Turn your commute, workout, or walk into review time! Here are some podcast episodes and series that can help you reinforce key concepts and stay motivated: 🔹 Top CFP® …
- Welcome to the Master’s Program! We’re so excited to have you here as part of our community. ✨ Introduce Yourself: Tell us a little about you! Where are you from, and what inspired you to take this ne…
- Financial planning has become more multifaceted than ever before. With a host of investment options, changing economic landscapes, and personal financial goals, clients are seeking state-of-the-art so…
- Let’s create the ultimate CFFP Alumni Listening Library—powered by YOU. Whether you’re tuning in on your morning walk, between client meetings, or while winding down your day, the right podcast can in…
- Planning to sit for the November 2025 CFP® Exam? Make sure you're registered on time! 🖥️ How to Register: It is each student’s responsibility to create an account and register for the exam directly t…
- In the world of corporate finance, decisions aren’t made on intuition—they’re made on models. Financial modeling is the language of strategic decision-making, allowing analysts and executives to quant…
- Welcome to PFPL570! Whether you're just diving into the world of portfolio construction or you're coming in with real-world experience, this course is designed to deepen your understanding of investme…
- Ready to dive into your Fall 2025 coursework? Here’s a quick look at what’s ahead for our Master of Science students this semester! Master of Science in Financial Analysis (MSFA) — Fall Term I (8/11/2…
- Did you know? Colorado was the 38th state admitted to the Union on August 1, 1876—earning it the nickname “The Centennial State.” The state boasts over 300 days of sunshine each year—perfect for those…
- As July comes to a close, it’s the perfect time to pause, reflect, and celebrate all you’ve accomplished so far this year. Whether you’ve hit your milestones or faced unexpected challenges, every step…
- We’re so glad you’re here! As a valued graduate of the College for Financial Planning®, this exclusive Alumni Community was created just for you—a dynamic online space to connect, collaborate, and gro…
- We’re thrilled to announce that a brand-new Alumni Website will be launching soon on the College for Financial Planning® (CFFP) platform! This fresh, user-friendly site is designed exclusively for our…
- In today's fast-moving financial world, staying competitive means staying connected — and that includes knowing which tech tools can make your work smarter, faster, and more client-centered. Here are …
- As part of the College for Financial Planning’s Master of Science in Personal Financial Planning (MS-PFP) program, the PFPL510 course, Financial Planning Process & Insurance, offers graduate-level stu…
- 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 ta…
- Thinking about taking your financial career to the next level? Here’s why earning your master’s degree with us is a smart move: Skills & Recognition A master’s degree from the College for Financial Pl…
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…- ⏳ Don’t Forget Your CE! Stay on Track for Renewal Let’s keep your designation active and your knowledge sharp. Have you reviewed your CE status recently? Staying current with your Continuing Education…
- The College for Financial Planning® – a Kaplan Company isn’t just about financial planning—we also offer Continuing Professional Education (CPE) for Accountants! 🧮💼 Kaplan Financial Education is reg…
- Choosing an accredited institution for your master’s degree is crucial—and the College for Financial Planning®—a Kaplan Company—is proud to hold accreditation from the Higher Learning Commission (HLC)…
- 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…
- There’s still time to be part of something meaningful — but don’t wait! We’re closing applications for the inaugural Master’s Mentorship Program and would love to have you on board. As a graduate of o…
- You’ve earned your designation—now you’ve got a network of fellow CFFP grads ready to support you at every step of your professional journey. Are you: Exploring your next designation? Facing a challen…
- CFP and Elective Courses: Building Toward the Capstone CFP and elective courses lay the foundation for our capstone courses: PFPL 600 for the CFP program, and PFPL 650 for the Client Psychology and Co…
One of the courses I currently oversee is PFPL 530, Income Tax Planning. This is the tax planning course in our master’s program. It uses many of the same materials that are found in our CFP® tax cour…- 🎓 Master’s Alumni: Become a Mentor This Fall! There’s still time to make a meaningful impact — but don’t wait! We’re wrapping up applications for the very first Master’s Mentorship Program, and we do…
- 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…
- 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 o…
- To all our alumni—whether you hold your CFP® certification, a master’s degree, or a professional designation, or you’re still on your exam prep journey—this is your moment to shine! What’s a recent ca…
The master's course, ECON532, has a new name and number! This course has no prerequisites and relies on an overview of macro and micro economics. In addition, we cover a variety of economic indicators…- 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 c…
- Fall 2025 Master’s Mentorship Program – Now Accepting Applications📝 Are you ready to give back and make a real impact? We’re launching the very first Master’s Mentorship Program, and we’d love for YO…
- 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.…
- 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 hig…
- 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…
- 🎓 Alumni Poll: Help Us Choose Your Next Webinar Topics! We want to make sure our upcoming webinars deliver exactly what YOU want to learn and explore. Please take a moment to vote on the topics you’d…
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…- 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_CFF…
- 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.@AmanSunde…
- 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 h…
- Whether you’ve completed your master’s in personal financial planning, earned your CFP® certification, achieved a professional designation, or are currently in exam prep mode, you’re part of a vibrant…
- Summer is officially here—and we’d love to hear what you’re looking forward to in the weeks ahead! ☀️ Are you planning to unplug and recharge? 📚 Starting a new course or studying for a designation? ✈…
- So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They…
- We pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice has helped shape the freedoms we enjoy every day, including the opportunity to pu…
- The Summer 2025 term (June 2 – July 27, 2025) starts soon. For those who have chosen to complete their education with the CFP capstone course this summer, welcome! PFPL 600 integrates all subject area…
- In PFPL530: Income Tax Planning, you’ve spent the term exploring the mechanics of AGI, credits, deductions, and more. But here’s a bold idea to consider. What if tax planning is really behavior planni…
- We’re launching a brand-new Alumni Spotlight Page on the College for Financial Planning® website—designed to celebrate the achievements, insights, and career journeys of our incredible graduates. Each…
- 📊 How Do You Prefer to Stay In the Know? What’s your go-to way to keep up with industry news and alumni updates from the College of Financial Planning?
- Let’s start the week with a powerful reminder: there’s always something to be thankful for. Whether it's a breakthrough in your studies, the support of your peers, a kind gesture, or just a peaceful m…
- One of the new course electives we offer in the future is Finance and Technology. This course could be important in the future as an elective because of stablecoins. As fintech continues to reshape th…
- What’s one way you care for your mental health? This Monday, let’s highlight the importance of mental wellness. We all know how hectic life can get, especially balancing work, school, and personal com…
- As a proud CFFP alum, you’re part of a dynamic and supportive network of financial professionals who continue to learn, lead, and lift others. Whether you just completed your program or graduated year…
- 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 rev…
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment str…
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment str…- I recently read a very interesting study by Ward, Zheng, and Broniarczyk that shows that sharing content on social media, without reading it, can inflate one's sense of knowledge. Why? Sharing signals…
- As we kick off May, it’s the perfect time to pause, reset, and set a clear intention. What’s one goal—big or small—that you’re committed to working on this month? Whether you're preparing for the CFP®…
- Key Concept: Time Value of Money (TVM) One of the foundational concepts in corporate finance—and a central theme in FINA 575—is the Time Value of Money. This principle states that a dollar today is wo…
- We’re excited to introduce the inaugural Alumni Committee at the College for Financial Planning – a Kaplan Company! This dynamic group is committed to elevating the alumni experience, strengthening co…
- We’d love to hear from you! What’s your go-to method for staying current with financial industry news, trends, and alumni updates from the College of Financial Planning? Whether it's reading newslette…
- The Accredited Asset Management Specialist (AAMS®) designation offers several advantages for wealth management professionals. Key benefits include: Enhanced Credibility and Professional Reputation. Th…
- Alumni, we want to hear from YOU! 🌟 We know that every career journey is unique, and your story could be an inspiration to others. Whether it was overcoming challenges, seizing unexpected opportuniti…
- Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
- Did you know? National Financial Advisor Day is celebrated annually on April 18th! This day is all about recognizing and appreciating the important role financial advisors play in helping individuals …
With the recent emphasis on exports, did you know that about one-third of U.S. exports are services (as opposed to goods) which are not affected by tariffs? Likewise, while the Consumer Confidence ind…- It’s finally here—Tax Day! As the clock ticks down, financial planners play a crucial role in helping clients navigate the tax deadline. Whether it’s finalizing paperwork or making last-minute adjustm…
- As financial planners, we know that building strong, lasting relationships with clients goes beyond just numbers—it’s about trust. Establishing that trust can make all the difference in a client’s fin…
- The College for Financial Planning holds several important accreditations and follows strict guidelines to ensure we provide the best education for financial planning professionals. Here's how we do i…
- Hey Faculty! 🌟 In the world of financial planning, ethical dilemmas are bound to pop up—whether it’s balancing client interests with your professional duties, dealing with conflicts of interest, or s…
- We’re excited to have you here in our Alumni Community, a space dedicated to keeping you connected with fellow alumni and the College for Financial Planning. Whether you’re looking to network, share c…
- Ready to get even more from your community? The video below shows you how to search, filter, and use tags like a pro! Got ideas for other videos or have questions? Share them in the comments!
When it comes to investing, performance is not just about high returns—it's also about how much of your return you get to keep. Exchange-traded funds (ETFs) have emerged as a highly efficient investme…- Hey, faculty! 🎓✨ It’s time to reflect on how far the financial planning field has come – and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire …
- We continue our "How to" series with "How to use the CFFP username and tag guide." This video shows you how to use this guide to ensure your questions reach the correct person and your posts get the r…
- Today is all about luck, laughter, and a little green! 🍀🌈 Whether you’re celebrating with friends or enjoying some quiet time, take a moment to reflect on the good things in your life. Here’s a fun …
- Lesson from the Field: Share a real-world experience that students can learn from. Hey, faculty! Let’s make learning a bit more exciting by sharing those real-world experiences that turned into valuab…
- It’s National Organize Your Home Office Day! 🎉 Whether you’ve got papers piling up or your desk is your new favorite “junk drawer,” today’s the perfect excuse to tidy up and create a more productive …
We are looking to hire a CFP or Certified Parapanner in Lexington, MA. If you are interested please contact me kristine.porcaro@lexingtonwealth.com- Daylight Saving Time (DST) is here, bringing longer evenings and more sunshine! While we adjust our clocks (and our sleep schedules), here are some fun facts to brighten your day: 1️⃣ Benjamin Frankli…
- We want to hear from you! What sparked your passion for teaching or financial planning? Was there a pivotal moment, a mentor’s influence, or a personal experience that led you to this career? Share yo…
- Are you a current student experiencing extenuating circumstances due to a diagnosis that may qualify you for accommodations? You might be eligible for ADA accommodations, ensuring you have the support…
- Are you an individual with a research paper you'd like to submit for the Academy of Financial Services' 40th anniversary? Their annual research conference will be held in collaboration with the CFP Bo…
- Faculty, we’d love for you to share the books that have made a significant impact on your career and your approach to financial planning. Whether it’s a book that has helped you hone your financial ex…
- Now that you've completed your Student Orientation session, we’d love to hear from you! Whether you have additional questions, want to connect with peers, or simply share your thoughts, this is the pl…
- Faculty, we’d love for you to share the financial tools that have been game-changers in your own practice and teaching. Your recommendations can help students navigate the complexities of financial pl…
- Check out this new edition of our "Industry Insights" segment with our Dean of Financial Planning, David Mannaioni.
- Want to start sharing in the community but not sure how? Check out this quick "how to" video that will walk you through creating and sharing your own post, adding tags, and tagging other community mem…
- As you prepare for your final exam, it’s important to understand the expectations outlined in the Student Code of Conduct, which can be found on Page 8, Section C of the 2024-25 College Catalog. Accor…
- Random Acts of Kindness Day, celebrated annually on February 17th, encourages us to spread joy through simple gestures. Whether big or small, kindness has the power to make a meaningful difference in …
- Faculty, we’d love to hear your best advice on professional growth in the financial planning industry. Your insights can inspire students and alumni alike as they navigate their career paths. Consider…
- The March 2025 CFP Exam is fast approaching, and it’s totally normal to feel a bit anxious as the big day gets closer. But don't worry—we’ve got you covered with some tips to help you manage exam anxi…
- The College offers several scholarships to help students with their education: Diversity Scholarships: Covers all costs, including exam prep, for individuals from underrepresented groups in financial …
- @DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_…
- We all have those quotes or mantras that push us forward, especially when the going gets tough. It might be something you turn to for motivation, comfort, or inspiration. Now’s your chance to share wi…
- 🎉 Did You Know? 🎉 If you've earned a professional designation from the College for Financial Planning, it’s essential to know how to properly display your hard-earned certification marks! 🏅 Check o…
- Want to get the most out of our community space? Check out this quick video on how to navigate, connect with peers, and access valuable resources. Whether you’re looking to join discussions or find st…
- Looking to get a deeper understanding of the CFP® exam? Here are some fast facts to help you prepare for your journey: Exam Structure: The CFP® exam includes 170 multiple-choice questions across two 3…
- As you embark on your journey toward becoming a financial planner, staying informed and learning from seasoned professionals is essential. Here are some of the best podcasts to help you enhance your k…
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