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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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What's Going On Out There? #32 - Insurance Companies Using Drones?👀
Why are some insurance companies using drones? Learn why and what for on today's episode of What's Going On Out There?". Let us know your thoughts in the comments.
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What's Going On Out There? #31
Let us know what you think about what's going on out there this week in the comments below.
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🚨New Giveaway Alert!‼️🚨 📸 Financial Planners Spring Profile Picture Giveaway🎁
✨Spring Giveaway✨🎁 We're giving away One Complimentary enrollment in one (1) CFP® education program course or professional designation course (up to $1,350 value, depending on the course chosen)!🎉 To enter all you have to do is add a profile picture to your account during the promotion period of Friday, April 5, 2024, at…
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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What's Going On Out There? #28
Today's version of "What's Going On Out There?" is coming to you via a quick video. Let's discuss the implications of AI (Artificial Intelligence) in our world of financial planning. Watch and share your thoughts with us below.
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Soft Skills for New Financial Advisors
In CFP studies, we primarily teach students a myriad of concepts designed to help them understand how to solve client problems and help clients reach their goals. But, and this is a big BUT, what we'll call soft skills are crucial for financial advisors—especially new financial advisors. Building and maintaining client…
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Ask Us Anything!
Do you have any questions about the Financial Planning field? Ask away in the comments and we will pick a few questions to have our team answer in discussion posts throughout the month. ✨
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How to Get Started with Your Taxes💰
The tax deadline is quickly approaching and April 15 will be here before you know it. People are frantically calling their tax professionals and asking questions like, “How many tax pros does it take to change a lightbulb?” The answer is, probably the same as last year. But seriously. As we all prepare to do our civic duty…