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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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Master’s Monday Connections: Find Your Study Buddy! 🤝
Graduate school is more fun—and more productive—when you have a study buddy! Whether you’re looking for someone in your time zone or taking the same courses, this is your space to connect and support each other this Spring 2026 term. 🔍 How to Join In: Drop your info in the comments: ✏️ Courses you’re taking this term 🌎…
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📚 Resource Roundup: Share Your Favorites!
Looking to grow your skills and stay ahead in your career? Let’s help each other out! We’d love to hear what articles, online courses, or tools have been most helpful in your professional journey. 💡 Comment below with your go-to resources so other alumni can benefit too. Whether it’s a must-read article, a favorite course,…
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🎉 New Year, New Connections! 🎉
Happy New Year, alumni! 2026 is here, and it’s the perfect time to set goals for growth, connection, and making an impact. Whether it’s 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 what…
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As a CFP® 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 CFP® Professionals is the definition of "financial advice". This is important for CFP® 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 whenever…
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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 “Buffett Indicator”—the ratio of the market value of the S&P 500 to U.S. GDP. Historically, from roughly 1950 to 2009,…
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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 “Is the Market Up Today?”) 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: “How does the SE-AWMA® compare to the CPWA®?” and “Will earning the…
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🎓 Alumni Advice Corner – Share Your Wisdom!
Calling all alumni! Your experience matters, and there’s no better way to give back than by sharing your advice with current students and recent graduates. 💡 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 planning…
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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
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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 that…
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Confused on Commonly Tested topics Question: Retirement Planning.
On page 195 of the Summary of Commonly Tested Topics the question asks for the 2025 maximum pension benefit. The details include that the plan provides a retirement pension equal to the participants highest 3 consecutive years of compensation. The three highest years of comp are 130k, 350k and 150k. It's my understanding…
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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? 💬 Comment below and let us know why you chose your answer
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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…
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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…
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📊 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?
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Library in Masters Courses
Students in the College for Financial Planning master's degree programs have access to the College Library in their courses, with many resources from extensive research materials to periodicals, such as the Wall Street Journal, Economist, and Financial Times.
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Growing & Protecting Your Financial Future 📈
https://players.brightcove.net/1107601868001/default_default/index.html?videoId=6366230299112 To protect and grow your wealth, it’s essential to understand the major barriers: debt, inflation, and taxes. 💸 High-interest debt makes purchases costlier, inflation shrinks your purchasing power, and taxes can drain your…
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📚 CE Course Duration: Share Your Preference!
We’re always looking to improve your continuing education experience, and we’d love your input on course length. What is your ideal duration for a CE course that keeps you engaged and fits into your schedule? Let us know your thoughts in the poll and feel free to share in the comments why this option works best for you!…
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Are you eligible for the Accelerated Path or Capstone Alternative?👀
If you’ve received prior approval from the CFP Board for the Accelerated Path or Alternative Capstone, you can enroll directly into FP517 Financial Plan Development. To register for the Alternative Capstone, just provide your Certificate of Eligibility from the CFP Board to the College’s Enrollment Department at…
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New October Industry Insights!
Check out our October episode of Industry Insights with David Manioni, Dean of the College for Financial Planning! Let us know your thoughts on this month's topic in the comments below. https://players.brightcove.net/1107601868001/r1lYjyDwux_default/index.html?videoId=6363266559112
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Meet your Student & Alumni Engagement Advisor
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Meet your Student & Alumni Engagement Advisor!
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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. https://youtu.be/h3V9Gr-kzRs