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Why take PFPL 650 in the Client Psychology track?
Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors,…
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The Value of a Professional Designation
A few years ago, I conducted some research and wrote a paper that showed that people who were successful in one of the professional designation courses offered at The College for Financial Planning were also highly likely to be successful in the CFP® program. This demonstrates the value of a designation in preparing people…
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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…
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Learn Math
Good evening, I'm in Ohio and wanted to attend the Learn Math session which says it starts at 8:00pm but no one is on. Is this session still active ?
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Growing & Protecting Your Financial Future 📈
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 savings. But there’s a simple solution: investing in an employer-sponsored 401(k). Surprisingly,…
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What sources do you rely on for recommendations on continuing education courses?
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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!
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Case Study - VOTE NOW!
Check out today's case study and vote for the correct answer below. Urwa, a CFP® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Client’s investment needs. The agreement gives Urwa…
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Did You Know? - Continuing Education for Designation Renewal
Continuing Education for Designation Renewal: To renew your designation, you'll need to report Continuing Education (CE) hours at the end of your two-year authorization period. When renewing through your student portal, you do not need to upload or provide copies of your CE credits. Instead, you'll complete an electronic…
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Healthy habits are key to the success of any student!
Maintaining a healthy lifestyle is key to feeling our best and achieving our goals, both personally and professionally. From morning routines to evening rituals, the habits we cultivate can have a profound impact on our well-being. Whether it’s a new exercise routine, a mindful eating habit, a sleep strategy, or a practice…
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Let's talk about study habits that will set you up for success!
Develop New Habits As a financial planner returning to study after a period away, it's important to adjust your study habits to fit your current lifestyle. The long hours and last-minute cramming that worked in the past may no longer be effective. Many professionals find their productivity peaks in the morning, but evening…