Recent Discussions

Here, you'll see the recent posts from all of the categories to which you have access in this sub-community. Use the filters to sort them by activity type.

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 do—and how planners can help guide better ones. Financial planning isn’t just about optimizing portfolios—it’s about understanding people. PFPL522…
🌟Good Vibes - Looking Back & Moving Forward 🌟
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 is part of your unique journey. 🎯 Take a moment to reflect: What wins are you proud of from this past month? What lessons…
🎉 Welcome to Your Alumni Community! 🎉
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 grow with fellow financial planning professionals from across the country. Whether you’re navigating a challenging client…
🎉 Exciting News from the Alumni Committee! 🎉
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 alumni community to: Connect with fellow graduates from CFP®, master’s, and professional designation programs—no matter…
💻 Tech Tuesday: Essential Tools Every Financial Planner Should Know
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 a few top tools and platforms every financial planner should be familiar with (some of which you may have encountered during…
Ready for a Career Boost? Start with the Graduate Program and PFPL510!
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 students a comprehensive introduction to the foundations of financial planning, insurance, and risk management. Designed for…
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 a…
MSFA or MS-PFP? Here’s Why Earning Your Master’s with Us Makes Sense
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 Planning instantly signals high-level expertise. Whether you pursue the Master of Science in Financial Analysis (MSFA) or…
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 the…
⏳CE Reminder: Don’t Forget Your CE! How to Stay On Track for Renewal
⏳ 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 (CE) isn’t just about meeting a requirement — it’s about maintaining credibility, staying compliant, and continuing to grow…
🎓Did You Know? We Support CPAs Too!
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 registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of…
MASTERS MONDAY: Why Earn Your Master’s Degree at the College for Financial Planning?
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), a leading institutional accreditor in the United States. HLC accreditation means the College meets high standards in…
🎓 Introducing: Master’s Mondays Starting July 21! 🗓️
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…
🚨Master’s Alumni: Become a Mentor This Fall – Last Day to Apply is Tomorrow!🚨
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 one of our Master’s programs, your knowledge and experience can provide valuable support to a current student navigating…
💬 CFFP Alumni: Looking for Feedback or Advice? Start a Thread!
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 challenging client scenario? Launching a new service or practice? Balancing growth with compliance? Just looking for some…
PFPL600 and PFPL650 capstone courses are unique and gratifying
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 Communication Pathway. These courses give you the opportunity to demonstrate your proficiency with financial planning topics,…
Death, Taxes, and This Class: Only One Is Fun
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 course. However, instead of offering students multiple choice questions, graduate students are given case studies, then asked to…
⏰ Final Reminder – 10 Days Left to Apply to the Fall 2025 Master’s Mentorship Program!
🎓 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 don’t want you to miss your chance to be involved. As a Master’s program graduate, your insight and experience can guide a…
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…
🎆 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…
🎉 Career Wins: Celebrate Your Success!
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 career milestone you’re proud of? A new certification or designation earned? A promotion or new role in your firm? A big…
ECON534 Economics for Investment Decision Makers
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 in the discussions almost every week, bringing in aspects of the current economy. One week is reserved for a discussion of…
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…
🎓 Calling Master’s Alumni: Become a Mentor This Fall!
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 YOU to be part of it. As a graduate of one of our Master’s programs, you know firsthand what it takes to succeed — and your…
🚀 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…
📢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…
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:…
Which of these webinar topics would you like to see?
🎓 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 be most interested in—and feel free to suggest any other ideas in the comments or tag/share this with someone you would like…
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…
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…
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…
📊 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…
🌎 Where in the World Are Our Alumni?
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 and growing network of financial professionals. Let’s build community—wherever you are. 💬 Drop your city and state in the…
🌞 Hello, June! Let’s Talk Summer Plans
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? ✈️ Traveling somewhere fun—or enjoying a quiet staycation? I’m taking a two-day road trip vacation from Colorado to Michigan…
What to do when you receive a Letter from the IRS
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 have been asked to substantiate income and expenses for these activities over the past three tax years but they have not…
Memorial Day: A Time to Reflect and Honor
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 pursue education, build our futures, and serve others with purpose. As we move through this day, may we each take a quiet…
PFPL600 kicks off next month!
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 areas of the CFP education program. The emphasis is on applying the knowledge you have gained to develop a comprehensive…
The Tax Code Isn’t Just Math—It’s Psychology
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 planning in disguise? That’s not just a metaphor. The tax code is built on assumptions about how people respond to incentives,…
🎓 Want to Be a Featured Alum? ✨
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 quarter, the “Meet Featured Alumni” series highlights one standout alum, sharing their professional milestones, industry…
📊 How Do You Prefer to Stay In the Know?
📊 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?
Grounded in Gratitude: What’s Lifting You Up This Week?
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 moment to breathe—gratitude helps us refocus and recharge. Reflecting on what we appreciate can reduce stress, build…
Will Stablecoins Take Over?
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 the global financial system, one of the most promising innovations on the horizon is the use of stablecoins as a mainstream…
This May, Let’s Talk Mental Wellness: What Works for You?
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 commitments. That’s why taking time for mental health is so important. Whether it's practicing mindfulness, enjoying some time…
🎓 Calling All CFFP Alumni: Let’s Stay Connected! 🎓
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 years ago, we’re here to keep you connected, inspired, and thriving in your career. 💬 How You Can Get Involved: ✔️ Join our…
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. Itemized…
Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
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 strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores how…
Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
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 strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores how…
Sharing This Might Make You Feel Smarter... Even If You Don’t Read It
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 expertise. Over time, people internalize that behavior and come to believe they know more than they actually do. Here is…
💪 Motivation Monday - Your May Motivation Check-In
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® exam, staying consistent with CE, building healthy habits, or finding more balance between work and life, naming your goal…
💸 The Time Value of Money: The Most Powerful Rule in Finance
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 worth more than a dollar in the future due to its potential earning capacity. It forms the basis for nearly every major…
🎉Meet Your New CFFP Alumni Committee!🎉
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 connections across generations of graduates, and ensuring that the value of a CFFP education continues to grow long after…
📊 How Do You Prefer to Stay In the Know?
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 newsletters, following social media, listening to podcasts, or attending webinars your input helps us better understand how to share…
Why the AAMS® Designation?
The Accredited Asset Management Specialist (AAMS®) designation offers several advantages for wealth management professionals. Key benefits include: Enhanced Credibility and Professional Reputation. The AAMS® designation signals to clients and employers that you have specialized knowledge in asset management and financial…
📣 Alumni Spotlight: Tell Us How You Got Here!
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 opportunities, or making bold career moves, your path is worth sharing. 🔑 How did you get to where you are today? 🔑 What were the key…
This Month's Industry Insight with Dean David Mannaioni
Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
Celebrate National Financial Advisor Day – April 18th!
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 plan for a secure financial future, especially within the retirement plan market. 🏦 Purpose of the Day: National Financial…
Economic Thought
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 index, put out by the Conference Board, notes some disappointment in U.S. consumers purchasing goods, consumers are still…
Happy Tax Day: Here’s How Financial Planners Can Help Clients Today!💼📅
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 adjustments, your expertise is invaluable in ensuring clients stay on track. 🌟 Here’s how you can make the most of today and help…
Building Client Trust: A Key to Success in Financial Planning" 🗝️❤️
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 financial journey and in the success of a financial planning career. Faculty, we’d love to hear from you! 💜 What are some of…
Did You Know? Key Accreditations That Set Us Apart
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 it: 🔹 Higher Learning Commission (HLC): We’ve been accredited by HLC since 1994. This means our programs meet high academic…
Navigating Ethical Dilemmas in Financial Planning
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 staying ahead of ever-changing regulations. 🤔💼 We’d love to hear from you! Question for you: What’s the toughest ethical…
College for Financial Planning Alumni – Your Community Starts Here!
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 career insights, or stay updated on alumni events, this is your go-to place for all things alumni! Who can use this…
How To Video Series: Search, Filter, and Tag!
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!
The Tax Efficiency of ETFs versus Mutual Funds
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 investment vehicle, especially when compared to traditional mutual funds. While both offer diversified exposure to markets, ETFs are…
Reflections on Financial Planning: A Journey Through the Evolving Landscape! 🌱💼
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 industry shift in unexpected ways. 🌍💡 🔹 Tech Tools: From paper-based planning to AI-powered financial software, how have…
How to Use the CFFP Username & Tag Guide: Video Tutorial🎥
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 right visibility! Let us know if you have any questions in the comments below. :)
Happy St. Patrick’s Day! 🍀
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 idea: Share one thing you're lucky to have or experience today—maybe it's a great cup of coffee, a friendly conversation, or…
Thoughts From Our Financial Planners Faculty: Real World-Experience💪
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 valuable lessons. 🧠💡 Think back to a challenging situation or a “lightbulb moment” in your career. Maybe you helped a client…
National Organize Your Home Office Day🎉
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 and peaceful workspace! 💻✨ Here are some quick tips to get you started: Declutter: Get rid of things you don’t need – old…
Hiring
We are looking to hire a CFP or Certified Parapanner in Lexington, MA. If you are interested please contact me kristine.porcaro@lexingtonwealth.com
🌞 Fun Fact: The Brighter Side of Daylight Savings! 🌞
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 Franklin had the idea first! 🧐 He suggested adjusting sleep schedules to save candles back in 1784—but DST didn’t become official…
What Inspired You to Become a Faculty Member or Financial Professional?
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 your story in the comments! Your journey can inspire students and fellow faculty members as they navigate their own…
Eligibility for ADA Accommodations: What You Need to Know
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 you need to succeed in your studies. The College for Financial Planning® — a Kaplan Company, is committed to providing…
Call for Papers: 40th Anniversary of the Academy of Financial Services Research Conference
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 Board Connections Conference in Chicago, IL, from October 6th to 8th. This event will bring together top financial planning…
Faculty Book Recommendations for Financial Planning Success
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 expertise, improved your teaching, or shaped your professional development, your recommendations could provide invaluable…
Post- Student Orientation Follow-Up: Keep the Conversation Going!
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 place to do it. 🔹 What’s Next? ✅ Drop your biggest takeaway from the session. ✅ Ask any lingering questions—we’re here to…
Faculty’s Essential Financial Tools for Success
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 planning and build a strong foundation for their careers. Consider sharing: Financial Calculators: Which calculators do you…
✨Industry Insights✍️
Check out this new edition of our "Industry Insights" segment with our Dean of Financial Planning, David Mannaioni.
VIDEO SERIES🎥: How To Create a Post In The Community✍️
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 members and faculty. Let us know if you have any questions in the comments below! We'll see you out there!💫
Can I Use My Book and/or Notes During the Final Exam?
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. According to the guidelines, students are expected to perform independently on all exams and assignments, meaning that use of…
Celebrate Random Acts of Kindness Day! 💖
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 someone's life. In 2025, we’ll also celebrate Random Acts of Kindness Week from February 9-15, and Random Acts of Kindness…
Faculty Professional Development Insights
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 sharing: Continuing Education: What courses, certifications, or resources have been the most valuable for staying current…
CFP Exam Anxiety Tips: Managing Test Stress Like a Pro!
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 anxiety and keep your cool during your preparation! Here are a few anxiety-busting ideas to keep you on track: Practice Deep…
Scholarships Available for CFFP Students
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 planning. Freedom Scholarship: For U.S. Armed Forces members or veterans. Applicants can choose from various programs,…
Course Highlights: Key Takeaways & Lessons for Reflection
@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP@ToddFeldman_CFFP Faculty, we’d love for you to post a comment below and share key takeaways or impactful lessons from…
Share Your Favorite Quote or Mantra! 💫
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 with the community! What’s your go-to phrase? Post it below, and tell us why it means so much to you. Whether it’s something…
Updated Guidelines for Displaying Your Professional Designation Marks!
🎉 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 out the updated Professional Designations Marks Usage Guidelines for the latest rules on using the College’s certification…
🚨NEW VIDEO SERIES🎥: Navigating the Community
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 study support, this guide will help you make the most of your experience here. Happy exploring! 🎥
📚 Fast Facts About the CFP® Exam 📚
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-hour sessions, covering various financial planning topics. Pass Rates: The overall pass rate for the March 2023 exam was…
Top Financial Podcasts Recommended by CFFP Faculty!🎙️
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 knowledge, refine your skills, and better understand the business of financial planning: 1. Money Talks Podcast About: Money…
Wondering if you can extend your Professional Designation course?
Here's the scoop: ✅ Self-Paced Essentials & Essentials Plus Students:You can extend your course for up to 60 days for an additional fee. Simply reach out to your enrollment representative to explore your options:📞 Call: 1-800-237-9990 (Option 3)📧 Email: enroll@cffp.edu 🚫 Premium Education (Structured-Paced)…
📅 Get Ready for the CFP® Exam: Registration and Key Dates
Are you ready to take the next step toward becoming a Certified Financial Planner (CFP®)? Here's everything you need to know about the upcoming CFP® exam and important deadlines: 📅 CFP® Exam Dates The CFP® exam is offered three times a year—March, July, and November. Each exam covers key financial planning areas such as…
🐍✨ Happy Lunar New Year! Welcome the Year of the Snake! ✨🐍
As we approach Lunar New Year, it's the perfect time to reflect on themes of renewal, growth, and unity. This vibrant celebration, observed by many East and Southeast Asian cultures, marks a fresh beginning filled with meaningful traditions and shared experiences. Following the lunar calendar, the new year date changes…
✨Faculty Icebreaker❄️: Let's Get to Know Each Other!😊
The new year is here, and it's the perfect time to connect with our amazing community! We're kicking off 2025 with a fun icebreaker to help you get to know our faculty team and staff! Students: This is your chance to get to know your professors! They are here to help so we encourage you to reach out to them if you have any…
💡 Did You Know? You Get 2 Final Exam Attempts in Your Professional Designation Course!
When you're enrolled in a Professional Designation course, you get: ✔️ Two Practice Exams to sharpen your skills and build confidence. ✔️ Two Final Exam Attempts to showcase your mastery of the material. 📝 Pro Tip: Be sure to double-check which exam you're starting to make the most of your attempts! Stay focused, and…
What’s one skill you’d like to master in 2025?
🌟Honoring Martin Luther King Jr. Day 🌟
We celebrate the life and legacy of Dr. Martin Luther King Jr., a leader who championed equality, justice, and hope for all. His dream of a world united by love, understanding, and mutual respect continues to inspire us to create positive change. 🕊️ "Injustice anywhere is a threat to justice everywhere." – Dr. Martin…
Which new tool or trend are you most excited to try in 2025?
Which new tool or trend are you most excited to try in 2025?
🖥️✨ Happy National Clean Off Your Desk Day! ✨🖥️
Happy National Clean Off Your Desk Day! ✨🖥️ It’s time to start the new year with a clean, clutter-free workspace! Whether your desk is at the office, in your cozy home corner, or even a countertop you’ve turned into a makeshift office, today’s the day to tidy up and get organized. 🧹 A clean desk isn’t just about looks—it’s…
Learn Math
Good evening, I'm in Ohio and wanted to attend the Learn Math session which says it starts at 8:00pm but no one is on. Is this session still active ?
What’s your top professional goal for 2025?