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Ask & Engage: Financial Planning Edition
Whether you’re just starting your journey, enrolled in CFP® Certification coursework, pursuing a professional designation certification, or enrolled in our Master’s program, we want to hear from you! Even if you haven’t enrolled in courses yet and are simply curious about the field, drop your questions in the comments…
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Did You Know? How to Use Your Designation the Right Way
If you’ve earned a professional designation from the College for Financial Planning, there are specific guidelines for how to display your certification marks correctly. 🏅 The Professional Designations Marks Usage Guidelines outline the most up-to-date standards for using your designation in emails, resumes, LinkedIn…
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Supporting Clients Through Divorce: Navigating Financial Complexity
Divorce rates are down among all cohorts save one: people over age 50. With the rise of so-called “gray divorces”, financial professionals play a vital role in helping clients transition from joint to individual financial lives. Beyond the emotional toll, divorce later in life often involves complex decisions around asset…
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Over 50 Years of Excellence in CFP Education
As the Dean of Financial Planning, I oversee the revision process for all of our CFP education courses and our professional designations. Our CFP education courses and the Exam Prep Review (EPR) course have been a part of The College since our founding in 1972. We have been preparing students to successfully pass the CFP…
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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…