-
š©ŗ Open Enrollment Season: Helping Clients Look Beyond the Premium
November is a timely reminder that healthcare decisions can also be financial planning decisions. With many employers holding open enrollment in the fall and the Medicare Annual Enrollment Period running October 15 through December 7, clients may be reviewing healthcare coverage, benefits, and anticipated expenses for theā¦
-
š”ļø The Role of Insurance in a Financial Plan: More Than Just a Policy
When we think about financial planning, investments, retirement, and savings often come to mind first. But an important part of a comprehensive financial plan is also asking: What happens financially when the unexpected happens? Thatās where insurance and risk management can play an important role. Insurance can helpā¦
-
where can i find the answers for the revies questions after every chapter?
-
Beyond Investments: The Many Pieces of Financial Planning
When people hear the words financial planning, investing is often one of the first things that comes to mind. Stocks. Bonds. Retirement accounts. Portfolio performance.But financial planning can extend far beyond investments.A comprehensive financial plan brings together many areas of a personās financial life. Each pieceā¦
-
October is Financial Planning Month!
For more than 50 years, the College for Financial PlanningĀ®āa Kaplan Company has been part of the growth and evolution of the financial planning profession through education, professional development, and lifelong learning. Financial Planning Month is a great opportunity to recognize the work financial professionals doā¦
-
šOctober Events!
Evolving Fiduciary Rules: What Advisors Need to Know October 15 | 12:00-1:00 PM ET | Register Here Your Career Path: Explore a Master's in Personal Financial Planning October 20 | 2:00 - 3:00 PMT ET | Register Here Credentials That Matter: CFPĀ® Certification October 21 | 12:00-1:00PM ET | Register Here From Guessing toā¦
-
Financial Planning Conversations Worth Having This Fall š
Fall can be a great time to check in with clients, revisit their goals, and identify planning opportunities before the end of the year. Here are a few conversations worth having: š° Year-End Tax Planning āAre there any tax-related decisions we should be thinking about before December 31?āReviewing income, retirementā¦
-
Prepping for the FPQP Final Exam
The best way for me to study is by making flashcards. I was thinking of using the quiz questions from each chapter to do so but don't want it to be a waste of my time if you don't think it will really help me on the Final Exam. Have you known other students to study this way and be successful?
-
The Biggest Financial Planning Trends to Watch in 2027 š
The financial planning profession continues to evolve, and 2027 is likely to bring new opportunities for financial professionals to adapt how they serve clients, use technology, and build their expertise. Here are a few trends worth watching: š¤ AI and Technology AI is becoming increasingly integrated into financialā¦
-
I'm Overwhelmed by CFP Exam Prep. Where Do I Even Start?
Preparing for the CFPĀ® exam can feel overwhelming, especially if you're balancing work, family, and other commitments. The good news? You don't have to know everything on day one. Success starts with a planānot perfection. Here are four steps to help you get started: 1. Break the Material into Manageable Sections Insteadā¦
-
Case Study
Where do I find the case study for each module? Is it in my study e-book or do I need to access through another site like the Quiz?
-
HP10BII Calculator Tips
Around exam time, lots of students are dusting off their calculators and refreshing on keystrokes for various calculations. I am attaching a PDF that provides some reminders regarding the use of the HP10BII calculator. As you start any calculation, you should remember three things: (1) Clear the calculator. (2) Verify theā¦
-
Meet Your CFPĀ® Community Moderator: Ed Clark
Weāre excited to welcome Ed Clark, MSPFP, MPASĀ®, ChFCĀ®, CASLĀ®, CRPCĀ®, AWMAĀ®, as our CFPĀ® Community Moderator as students prepare for the November CFPĀ® Certification Examination. Ed brings more than 30 years of experience in financial services and more than 20 years of teaching experience. He teaches across the CFPĀ®ā¦
-
Our CFFP Master's Mentorship Program: Real Career Growth, Real Results
We just wrapped up our Spring 2026 Master's Mentorship Program, and I'm excited to share what this experience revealed about professional development in financial planning. This program pairs MSPFP graduate students with experienced financial planning professionals for structured mentoring focused on real careerā¦
-
Quiz Review
Once you complete a module quiz, it there a way to print out the questions with the explanation for reviewing? I fine it hard to review the quiz on the computer.
-
Estate Planning Gaps Clients Often Overlook
Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most commonāand potentially costlyāoversights is failing to review and update beneficiary designations. Many clients assume their will or trustā¦
-
Your Designation Doesn't Keep You CurrentāYou Do
Your Designation Doesn't Keep You CurrentāYou Do You earned your CFP, CRPC, AAMS, or FPQP because you proved you knew the material at that moment. But financial regulations, tax law, and best practices don't stay still. Neither should your knowledge. Here's what you need to know: The Timeline You have two ways to thinkā¦
-
IRA to HSA funding
Hi! I am confused about funding an HSA from an IRA. Is this allowed only one time? Is there a max limit on funding an HSA from an IRA? Is it a rollover or a transfer?
-
Anyone else getting 500 error on Prep Course access
I have my CFP exam on Saturday - and today I started getting an Internal error 500 on the test prep materials! Anyone else?
-
CE Renewal Made Simple: What Designation Holders Need to Know
One of the most common questions we hear from designation holders: where do I find the required list of approved CE courses? Here is the answer that surprises many alumni. There is no required catalog. You have the flexibility to choose the CE provider and courses that best fit your practice, your interests, and yourā¦
-
The Great Wealth Transfer: Are You Connected to Your Clients' Adult Children?
An estimated 80 trillion dollars or more is expected to move between generations over the next two decades. It is one of the largest wealth shifts in history, and it comes with a hard truth for advisors: the majority of heirs leave their parents' advisor after receiving an inheritance. The advisors who keep thoseā¦
-
The Estate Planning Conversation Clients Avoid, and How to Change That in August
In advance of National Make a Will Month this August, now is the time to start preparing your client conversations around estate planning. Most clients avoid the topic for the same reasons. It feels uncomfortable, they assume it is only for the wealthy, or they plan to get to it later. The advisors who break through thatā¦
-
Industry Trend Breakdown: What is changing in Social Security?
If your clients have questions about Social Security this year, they are not alone. Here is what advisors should have on their radar in 2026. The COLA rose to 2.8 percent, up from 2.5 percent last year. That translates to roughly 56 dollars more per month for the average retiree. But Medicare is eating into it. Part Bā¦
-
š 5 Ways to Stay Connected in the Financial Planning Industry
Whether you're deep in your studies, newly designated, or a seasoned professional ā staying connected to the financial planning community isn't just nice to have. It's a career strategy. Here are five practical ways to keep your finger on the pulse of the industry: Get Active on LinkedIn LinkedIn is one of the mostā¦
-
Summer Industry Check-In: What Financial Planners Should Be Watching in 2026
Summer is a great time to step back from coursework, client meetings, and exam prep to take a broader look at where the financial planning profession is headed. Here are a few trends shaping the industry right now: š¤ AI Is Becoming a Core Skill Artificial intelligence is rapidly moving from experimentation to everyday useā¦
-
Finding A Business Attorney
Does anyone have a suggestion on how to find attorneys that specialize in Buy/Sell Agreements for the Businesses within the Construction Industry?
-
Brain Block
Hello, I am starting chapter 7 and I am losing so much focus. I feel that it is so much information, that my brain has maxed out on what more it can consume. Any ideas of how to help remove the block. At this point, I feel that I am only reading words. I am not retaining any of the material. Help, please, anyone. Thanks
-
Tax Strategy (Before Itās Too Late)
Early Roth Conversion Planning (Donāt Wait Until Q4) Roth conversions are one of the most powerful planning toolsābut timing matters more than most clients realize. Too often, the conversation doesnāt happen until Q4ā¦ when options are limited and decisions feel rushed. Mid-year is where advisors can be more strategic.ā¦
-
Whatās one client planning priority thatās changed most in Q2?
Weāre far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isnāt always what clients are focused on now. Are you seeing more conversations around: ā¢ Cash flow and spending habits? ā¢ Market volatility and risk tolerance? ā¢ Tax strategy adjustments? ā¢ Retirement timing changes?ā¦
-
š Advisors: Whatās the most common estate planning mistake youāre seeing in 2026?
š¬ What estate planning gap are you seeing most with clients right now? Estate planning isnāt just for the ultra-wealthyāitās a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps earlyā¦
-
š¬ Now that tax season is overāwhatās the first thing you prioritize with your clients?
Tax season might be behind us, but for financial professionals, this is where the real planning begins. April is a critical time to turn tax insights into strategy and help clients stay on track for the rest of the year. š” Here are a few smart next steps advisors often focus on: ā¢ Reviewing tax returns for planningā¦
-
š· What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isnāt just about tax seasonāitās also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether youāre a CFPĀ® student, designation holder, or early-career advisor, now is the time to get ahead. š” Hereās what to focus on this month: š 1. Post-Tax Seasonā¦
-
š Social Security Optimization Strategies in 2026
When it comes to retirement planning, Social Security timing can make a significant impact on long-term financial outcomes. As we move through 2026, itās more important than ever for financial professionalsāand future CFPĀ® certificantsāto understand how to help clients optimize their Social Security benefits. š” Keyā¦
-
š Inflation Trends & Portfolio Positioning
Inflation continues to play a key role in shaping investment strategy and portfolio construction. Understanding how inflation impacts asset allocation is essential for long-term planning. Rising prices affect purchasing power, interest rates, bond yields, equity performance, and cash flow projections ā making proactiveā¦
-
š Bitcoin & Financial Advice ā Whatās Your Perspective?
Bitcoin continues to gain attention in client conversations ā especially with ETF adoption and increased institutional exposure. Yet many financial advisors still approach it cautiously. That raises an important question: š Is your hesitation about Bitcoin based on risk managementā¦ regulationā¦ valuation concernsā¦ or clientā¦
-
How Are You Incorporating AI Into Your Practice?
AI is everywhere in 2026 ā but how is it actually showing up in your day-to-day work? Are you using it for: Client communication drafts? Meeting prep or recap notes? Portfolio analysis? Marketing content? Workflow automation? Research support? Compliance review assistance? š Weād love to hear from you: How are you using AIā¦
-
Whatās the Biggest Client Planning Trend Youāre Seeing in 2026?
Client priorities are constantly evolving ā and this year feels especially dynamic. Are you noticing more conversations around: Tax strategy and Roth conversions? AI and tech integration in planning? Retirement income planning? Estate and legacy conversations? Behavioral finance and emotional decision-making? Businessā¦
-
šæ National Organize Your Home Office Day ā Reset, Refresh, Refocus!
Your workspace impacts your productivity, creativity, and mindset more than we realize. National Organize Your Home Office Day is the perfect excuse to: āØ Clear the clutter āØ Organize your files & digital documents āØ Refresh your desk setup āØ Rearrange for better workflow āØ Create space that inspires focus For financialā¦
-
ETFs Continue to Transform Portfolio Construction
Exchange-traded funds (ETFs) have become one of the most widely used investment tools among financial advisors. Over the past decade, the ETF market has grown dramatically, expanding from about $2.2 trillion in assets in 2015 to more than $13.5 trillion in 2025, with nearly 5,000 products now available to investors. Whyā¦
-
Qualified Charitable Distributions (QCDs) ā Strategy Refresh
Qualified Charitable Distributions (QCDs) are a powerful tax-planning tool for clients who are 70Ā½+ and want to support charities while reducing taxable income. With changing retirement timelines and evolving tax environments, itās worth revisiting how we think about QCDs in 2026. š” Why QCDs matter: They allow IRA ownersā¦
-
SECURE 2.0 Updates Advisors Should Be Discussing
Whether youāre actively advising clients or studying for a designation like CRPCĀ®, AAMSĀ®, FPQPĀ® or CRPSĀ®, understanding the latest retirement legislation is critical ā and SECURE 2.0 is one of the biggest developments advisors should be aware of in 2026. This law continues to reshape retirement planning ā from contributionā¦
-
š Celebrate Random Acts of Kindness Day! š
Did you know February 17 is Random Acts of Kindness Day? Itās a perfect reminder to spread positivity, brighten someoneās day, and make small gestures that have a big impact. Here are some simple ways to participate: Compliment a colleague or peerāgenuine words go a long way. Leave a thoughtful note or send an encouragingā¦
-
š³ļø Poll: How Do You Prefer to Engage with Peers and Faculty?
We want to hear from you! Let us know which ways you most enjoy connecting and learning in our community. š” Bonus: Share in the comments why you prefer your choice!
-
š Did You Know? Scholarship Opportunities at the College
The College for Financial PlanningĀ®āa Kaplan Company offers a variety of scholarship programs designed to help students pursue CFPĀ® certification, professional designations, and Master of Science degrees in Personal Financial Planning. Available Scholarship Opportunities Financial Advisor Futures Scholarships CFPā¦
-
pre assesment exam
Where do you find the Landon Study case once you access the pre-assesment exam. It say's you need it to answer the 40 questions, but it is not study tools
-
Did You Know? How to Use Your Designation the Right Way
If youāve earned a professional designation from the College for Financial Planning, there are specific guidelines for how to display your certification marks correctly. š
The Professional Designations Marks Usage Guidelines outline the most up-to-date standards for using your designation in emails, resumes, LinkedInā¦
-
š Resource Roundup: Share Your Favorites!
Looking to grow your skills and stay ahead in your career? Letās help each other out! Weād love to hear what articles, online courses, or tools have been most helpful in your professional journey. š” Comment below with your go-to resources so other alumni can benefit too. Whether itās a must-read article, a favorite course,ā¦
-
š Tax Season Is Coming ā What Financial Advisors Should Do Now
Tax season has a way of sneaking up fastāfor both advisors and clients. A little proactive planning now can reduce stress, uncover opportunities, and strengthen client trust when it matters most. ā
What You Can Do Now Review 2025 financial activity early Identify capital gains/losses, large deductions, RMDs, charitableā¦
-
š Welcome to the College for Financial Planning Alumni Community!
If youāre new here, weāre excited to have you! Letās start by getting to know each other. Share a little about yourself: Your name Graduation year What youāre currently working on Anything fun or interesting about you! Even if youāve been part of the community for a while, feel free to reintroduce yourself and connect withā¦
-
Masterās Monday Insights: Welcome & Introductions
Welcome to the Masterās Program for Spring 2026! Weāre thrilled to have you join our community. āØ Introduce Yourself: Tell us a bit about yourself! Where are you from, and what inspired you to take this next step in your educational journey? š Where Are You Studying From? Letās see where everyone is joining from! Shareā¦
-
š New Year, New Connections! š
Happy New Year, alumni! 2026 is here, and itās the perfect time to set goals for growth, connection, and making an impact. Whether itās advancing your career, expanding your network, learning new skills, or giving back to your community, now is the time to focus on what matters most to you. Share your goal and see whatā¦
-
Masterās Monday Insights: Spring 2026 Course Preview for Masterās Students
Ready to kick off your Spring 2026 coursework? Hereās a snapshot of whatās ahead for our Master of Science students this semester! Master of Science in Financial Analysis (MSFA) ā Spring Term I (1/12/26 to 3/8/26) Get ready for these core courses: ACCT545 ACCT555 FINA575 FINA585 FINA650 Master of Science in Personalā¦
-
What steps do you need to take after the final exam?
After you pass the final exam, are there any further steps you need to take for certification application or is the process/submission automatic?
-
As a CFPĀ® Professional why do I need to know if I am providing financial advice?
One of the first things that is covered in the Ethics CE course for CFPĀ® Professionals is the definition of "financial advice". This is important for CFPĀ® professionals because we are held to the fiduciary standard of always putting the client's needs first and above our needs or our firm's needs. And this applies wheneverā¦
-
Incorrect Instructions for Study Tools on Calculating Education or Retirement Income
Hello, I am learning how to use my calculator, but one of the videos says and writes the wrong thing so am bringing it to your attention. In the calculator video for -education or retirement income video has wrong calculation at the beginning. They have written on the board FV and it should be PV for the first part of theā¦
-
Market Tops and V-Shaped Recoveries
The research I am currently working on focuses on whether the U.S. stock market is overvalued and how to identify the shapes of market cycles. In a project with Michael Angel, we have been analyzing the āBuffett Indicatorāāthe ratio of the market value of the S&P 500 to U.S. GDP. Historically, from roughly 1950 to 2009,ā¦
-
The $3,000 āSecretā Behind Better Saving Habits (Even When Big Bills Are Coming)
A 2025 study found that households with a āfinancial safety netā are more likely to demonstrate a saving habit (spending less than income), and that long-term savings goals help explain part of that relationship. In the research, a āsafety netā is defined very specifically as being able to access $3,000 or more inā¦
-
When Advisors Ask About SE-AWMA vs. CPWA: The Answers That Always Come Up
SE-AWMA vs. CPWA: Two Questions Advisors Ask (Almost as Often as āIs the Market Up Today?ā) Advisors tend to be curious people, which is a polite way of saying we ask a lot of questions. But two come up so reliably that I could set my watch by them: āHow does the SE-AWMAĀ® compare to the CPWAĀ®?ā and āWill earning theā¦
-
āØCE Success Stories: How Has Continuing Education Helped YOU? āØ
Alumni, we want to celebrate your growth, your achievements, and the real impact continuing education has had on your career or business. Whether it was a course that boosted your confidence, a program that helped you land a new role, or CE that improved the way you serve clientsāyour story matters and can inspire othersā¦
-
Thanksgiving is Almost Here! š
Thanksgiving is just around the corner, and itās a great time to pause, reflect, and enjoy some good food and gratitude! Here are a few fun facts to get you in the holiday spirit: The first Thanksgiving in 1621 lasted three days and included games and feastingānot just turkey! Turkey wasnāt always the main dish; waterfowl,ā¦
-
š Alumni Advice Corner ā Share Your Wisdom!
Calling all alumni! Your experience matters, and thereās no better way to give back than by sharing your advice with current students and recent graduates. š” What to share: Time management tips that helped you succeed Study strategies or exam prep hacks Career guidance or lessons learned in the field of financial planningā¦
-
AI Knowledge Tools for Budding Scholars
Google Scholar Labs Stanford Genie - Storm and Co-Storm WMPA by College for Financial Planning - A Kaplan Company Google NotebookLM - create your powerful repositories ResearchRabbit
-
š Keep Your Designation Current: How & Why Renewal Matters
Renewing your designation isnāt just a formalityāit keeps your credentials active, recognized, and respected in the financial planning profession. Staying up to date shows your commitment to continued learning and professional excellence. How to Renew Your Designation: Log in to your portal before your renewal date.ā¦
-
An unexpected benefit of the Master's in Personal Financial Planning program
About 10 years ago, when I was both established in my financial planning practice, but new to the College, I started the Master's program in Personal Financial Planning. Although I had earned the CFPĀ® certification in 2003, I knew I was going to take a deeper dive into portfolio construction, retirement planning, clientā¦
-
š Have Your Say: Create a Poll for the Community!
Alumni, we want to hear from you! What topics are you curious aboutāCFP strategies, career tools, or industry trends? Create your own poll in the community and see what your peers think. Polls are a fun way to spark discussion, share insights, and learn from each other. Your question could lead to new ideas, tips, or evenā¦
-
š Share Your Favorite Finance Reads & Resources!
Calling all alumni! Weād love to hear what books, articles, or podcasts have inspired you, taught you something new, or helped you grow in your financial planning career. Tell us: What resource you recommend Why itās valuable or insightful How itās impacted your thinking or work Your recommendations could be just whatā¦
-
Cryptocurrency Insights for Advisors
The Future of Financial Advice in a Crypto-Enabled World As crypto and digital assets become more integrated into financial planning, one thing is clear: investors will still need human advisors. Even with the rise of robo-advisors and automation, navigating crypto requires judgment, experience, and strategic thinking thatā¦
-
š Good Vibes Reminder: Daylight Saving Time Ends! ā°
Just a friendly reminder that Daylight Saving Time ends on Sunday, November 2! Donāt forget to set your clocks back one hour before bed Saturday night. That small change gives us an extra hour of sleep, so enjoy the bonus rest and make the most of it! Here are some fun facts about Daylight Saving Time: Benjamin Franklināsā¦
-
Busting Financial Planning Myths: Alumni Edition
Letās start the week by busting some common financial planning myths. We know thereās a lot of advice (and misinformation) floating around, and who better to separate fact from fiction than our amazing alumni? Question for you: š¬ Whatās the top financial planning myth youāve encountered in your work or studies? It could beā¦
-
The Anchoring Bias
Anchoring is a common financial bias, with clients with this bias being stuck on an investment price, thinking that is the "anchor" and anything higher is a good investment. Astorino suggests making the investment policy statement early in a relationship to keep clients on track with stated investments, not going off onā¦
-
Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financialā¦
-
Poll Question:Which financial planning topic do you wish you learned more about?
Poll Question:Which financial planning topic do you wish you learned more about? š¬ Comment below and let us know why you chose your answer
-
Most Asked Question from ABFP Instructors: Chapter 16
FAQ: Understanding Chapter 16 (ABFP) Q: Why is Chapter 16 assigned twice in the ABFP course? A: Chapter 16 is assigned in two separate modules because it aligns with the learning objectives of both. It covers retirement planning in general and introduces a specific strategy called ānudgingā to help boost retirement assets.ā¦
-
Alumni Voices Wanted ā Make the Community Come Alive
Hello Alumni, Itās been six months since we launched this space just for youāand while weāve built a library of great content, weāve realized something important: a community isnāt really a community without you. This is your space to share, ask questions, connect, and learn from each other. Whether itās advice forā¦
-
š¼ Whatās in Your Toolkit?
Alumni, we want to hear from you! Every financial planner has that one tool, app, or resource they rely on to make their practice run smoothly. š” Question: Whatās the one thing in your professional toolkit you canāt live without? To get the ideas flowing, here are a few examples you might consider: Planning & Analysisā¦
-
The Future of Adult Learning: Challenges and Opportunities Ahead
As adult education evolves over the next decade, institutions, educators, and learners will face some exciting challengesāand opportunities: Balancing Automation & Human Connection: AI can personalize learning, but mentorship and meaningful human interaction remain vital. Synthesizing Learning in a Fast-Paced World:ā¦
-
Risk Management and Due Diligence Processes for Advisors
Risk management and due diligence are essential tasks for an advisor for their clients over time. This should begin and continue with thoughtful conversations that uncover how a client may actually respond to volatility or loss. Advisors who take the time to explore these nuances are better equipped to recommend strategiesā¦
-
CFP vs. PFPL Masterās Degree ā Whatās the Difference? š
Are you wondering how the PFPL Masterās Degree stacks up against the CFP Certification program? Hereās a quick breakdown: PFPL Masterās Degree 10 courses over 2 years Provides deep, advanced financial planning knowledge Includes a FREE CFP Review course that can be taken after the first 6 courses Option: Take the CFP examā¦
-
Alumni Photo Challenge ā Show Us Where the Magic Happens!
Whether youāre deep into client planning, catching up on continuing education, or working through your next big goalāyour workspace says a lot about your day-to-day rhythm. š¼ļø 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, aā¦
-
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.
-
š Masterās Alumni Connection: Share Your Graduation Year & Journey!
Hey Masterās alumni! Whether you graduated last year or a decade ago, your journey since earning your degree is a story worth sharing. Letās celebrate the diverse paths weāve taken and reconnect as a community. Hereās how to join in: 1ļøā£ Comment below with your graduation year (e.g., Class of 2023, 2018, 2010). 2ļøā£ Shareā¦
-
The S&P 500 Is More Top-Heavy Than EverāWhat Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the indexās valueāa 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 Financialā¦
-
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 CFPĀ® professionals when they arise. The first step is to identify any conflictsā¦
-
Check Out the New Alumni Page and Share Your Feedback
Weāre excited to share that the new Alumni webpage is hereāa central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Hereās what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ā
Attend an Event ā Stay in the loop with upcoming alumni and professionalā¦
-
Check Out the New Alumni Page and Share Your Feedback
Weāre excited to share that the new Alumni webpage is hereāa central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Hereās what you can already explore: Check out the Alumni webpage here: https://www.cffp.edu/alumni ā
Attend an Event ā Stay in the loop with upcoming alumni andā¦
-
Masterās Monday Insights: Want to Join an Ongoing Conversation? Jump In!
There are already some great discussions happening in the communityādonāt 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. š Check out these active posts and drop a comment to share your thoughts or ask a question.ā¦
-
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 checklistāitās a structured, repeatable framework that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,ā¦
-
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.ā¦
-
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 ofā¦
-
FINA565 Overview
In FINA565, youāll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, youāll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What Youāll Learn Valuation Techniques:ā¦
-
Which of these webinar topics would you like to see?
š 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 youād be most interested ināand feel free to suggest any other ideas in the comments or tag/share this with someone you would likeā¦
-
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 inĀ last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at theĀ VITA U conference in Rio Grande, Puerto Rico šµš·Ā last month, where I not only learned about the program but alsoā¦
-
What is VITA U and why did CFFP attend the conference in Rio Grande Puerto Rico?šµš·
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. š 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 seeā¦
-
The Tax Code Isnāt Just MathāItās Psychology
In PFPL530: Income Tax Planning, youāve spent the term exploring the mechanics of AGI, credits, deductions, and more. But hereās a bold idea to consider. What if tax planning is really behavior planning in disguise? Thatās not just a metaphor. The tax code is built on assumptions about how people respond to incentives,ā¦
-
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 mainstreamā¦
-
šø 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 financeāand a central theme in FINA 575āis 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 majorā¦
-
Why the AAMSĀ® Designation?
The Accredited Asset Management Specialist (AAMSĀ®) designation offers several advantages for wealth management professionals. Key benefits include: Enhanced Credibility and Professional Reputation. The AAMSĀ® designation signals to clients and employers that you have specialized knowledge in asset management and financialā¦
-
This Month's Industry Insight with Dean David Mannaioni
Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
-
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 stillā¦
-
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