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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.

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.

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 “nudging” to help boost retirement assets.…
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…
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…
This Month's Industry Insight with Dean David Mannaioni
Check out this month's industry insight with @DavidMannaioni_CFFP ! Shorten
✨Industry Insights✍️
Check out this new edition of our "Industry Insights" segment with our Dean of Financial Planning, David Mannaioni.
Last Industry Insight of 2024! - Watch and Comment!
Check out our latest and last edition of Industry Insights of the year and let us know your thoughts in the comments below!
Industry Insights: Post Election Market Results
Check out the November edition of Industry Insights featuring our Dean of Financial Planning, David Mannaioni. In this video, David talks about the recent post-election market results and we would love you to share your thoughts in the comments section below. What do you think about how the elections have impacted the…
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.
Industry Insights
Check out September's Edition of Industry Insights HERE!
🚨🎉New Series Alert!🎉🚨 Industry Insights
Check out our first episode of Industry Insights and let us know what you think about the topic, in the comments below. https://bcove.video/3yriJ1T