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.

Alumni Photo Challenge – Show Us Where the Magic Happens!
Whether you’re deep into client planning, catching up on continuing education, or working through your next big goal—your workspace says a lot about your day-to-day rhythm. 🖼️ We want to see where the magic happens! Snap a photo of your current workspace and share it with the community. It could be your home office, a…
Uncheck the completed boxes
Hello, I accidently clicked "mark complete" not realizing they would go away. I need to uncheck them as I have not completed those sections yet! Is there a way to uncheck them so they go back to my current plan.
🎓 Master’s Alumni Connection: Share Your Graduation Year & Journey!
Hey Master’s alumni! Whether you graduated last year or a decade ago, your journey since earning your degree is a story worth sharing. Let’s celebrate the diverse paths we’ve taken and reconnect as a community. Here’s how to join in: 1️⃣ Comment below with your graduation year (e.g., Class of 2023, 2018, 2010). 2️⃣ Share…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…
🎓 Calling All Master’s Students—What Do You Want to See Next?
Happy Monday to all our Master’s students! 🎓 This space is designed just for you—to share resources, ask questions, and connect with others on the same journey. Today, we’d love to hear from you: 👉 What’s been your biggest aha! moment so far in your program? 👉 What topics or resources would you like us to cover in future…
Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFP® professionals when they arise. The first step is to identify any conflicts…
💬 Ask Us Anything: Alumni Edition
Hey CFFP Alumni! 🎓 Got questions? We’ve got answers! Whether you’re curious about: Growing your career in financial planning 💼 Navigating advanced certifications or designations 📜 Finding mentors or building your network 🤝 Industry trends, challenges, or best practices 📊 …we want to hear from you! Drop your questions in…
Avoid These Top Mistakes in Dual-Income Retirement Planning
Key Planning Strategies for Dual-Income Households 1. Maximize Contributions Across Accounts Double up on 401(k)/403(b)/457 plans: Each partner can contribute the annual maximum—$23,500 in 2025, or $31,000 if age 50+. Roth IRAs & HSAs: Use Roth IRAs for tax-free withdrawals and HSAs for triple tax-advantaged healthcare…
Master’s Monday Connections: Find Your Study Buddy! 🤝
Graduate school is better together—especially when you’ve got someone to share the journey with! Whether you’re looking for a study partner in the same time zone or someone taking the same courses, this is your space to connect. 🔍 How to Join In: Drop your details in the comments below: ✏️ What courses you're taking this…
Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and professional…
Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Check out the Alumni webpage here: https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and…
📸 Alumni Spotlight: A Day in the Life
Ever wonder what your fellow CFFP alumni’s workday looks like now? Whether you’re managing client portfolios, leading a team, or running your own practice, every day has its own rhythm and story. ✨ Here’s your chance to give the community a peek behind the scenes! Share a snapshot or a brief description of a typical…
Master's and the Growth Mindsets
The Master's Mindset is a step above undergraduate study. Master's students learn to ask "why," going beyond simple answers. A Growth Mindset is applicable to any education, and Carol Dweck has a lot of resources on this, including a book called Mindset: The New Psychology of Success. A chart, found on a Farnam Street…
Why take PFPL 650 in the Client Psychology track?
Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors,…
Master’s Monday Insights: Want to Join an Ongoing Conversation? Jump In!
There are already some great discussions happening in the community—don’t be shy! Whether you have a question, want to share a comment, or just connect, joining a thread is a fantastic way to engage with fellow students and faculty. 👇 Check out these active posts and drop a comment to share your thoughts or ask a question.…
🎒📚 National Back to School Prep Day: Fall 2025 is Here! 🍂✨
Whether you’re gearing up to return to your Master’s courses, starting CFP coursework or exam prep, beginning a new designation, or helping a child get ready for their big school year, this season is all about fresh starts and exciting opportunities! It’s the perfect time to set goals, organize your study space, and get…
Understanding the Financial Planning Process: A Core Foundation for Every Planner
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 that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,…
The Value of a Professional Designation
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 were also highly likely to be successful in the CFP® program. This demonstrates the value of a designation in preparing people…
🎧 Podcast Picks for CFP® Exam Prep
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® Study Podcasts to Bookmark 1. BIF Bites Podcast – Short episodes covering financial planning topics, great for reviewing…
Master’s Monday Insights: Welcome & Introductions
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 next step in your education journey? 📍 Where Are You Studying From? Let’s see where everyone is joining from! Share your…
Artificial Intelligence (AI) and Financial Planning
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 solutions to manage their finances successfully. Artificial Intelligence (AI) is stepping in to transform financial planning.…
🎧 Alumni Listening Lounge: What Podcasts Are Powering Your Day?
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 inspire, challenge, and energize your thinking. We want to know: What podcasts are helping you grow as a financial planner,…
🎓 CFP® Exam Registration – Don’t Miss the Deadline!
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 through the CFP Board at www.cfp.net. 💸 Early Bird Deadline: Take advantage of the discounted registration rate by registering…
FINA 575: Financial Modeling
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 quantify assumptions, evaluate alternatives, and optimize outcomes. At the College for Financial Planning, our FINA575: Corporate…
📣 Ask Us Anything: PFPL570 – Portfolio Management for Financial Planners
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 investment theory, asset allocation, risk management, and client-focused portfolio strategies. 💼📊 We know starting a new…
Master’s Monday Insights: Fall 2025 Course Preview for Master’s Students
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 (8/11/25 to 10/5/25) Get ready for these core courses: FINA525 FINA527 FINA575 FINA585 FINA650 Master of Science in Personal…
🌟 Happy Colorado Day! 🌟
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 outdoor adventures! Colorado is home to the highest paved road in North America—Mount Evans Scenic Byway, reaching 14,130…
🌟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…
📌 CE Confusion? Here's What Actually Counts
Let’s Talk Continuing Education (CE) Whether you're renewing your designation or planning ahead, it's important to know what qualifies as CE credit — and what doesn’t. We’re here to clear up the confusion and help you stay on track. ✅ What Counts as Acceptable CE Documentation? To meet designation renewal requirements, CE…
⏰ 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…
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…
📢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…
AI in Fiduciary Documentation: Navigating Risks and Maximizing Benefits
Overview As the financial advisory profession approaches 2025, advisors and CFP graduate students must critically evaluate the integration of artificial intelligence (AI) into fiduciary documentation practices. AI technologies offer substantial potential to streamline operations, automate routine documentation tasks,…
How confident are you in your firm’s current oversight of AI-generated fiduciary documentation?
As the financial advisory profession approaches 2025, advisors and CFP graduate students must critically evaluate the integration of artificial intelligence (AI) into fiduciary documentation practices. AI technologies offer substantial potential to streamline operations, automate routine documentation tasks, provide…
📊 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