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Preparing for the CFP® 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 plan—not perfection. Here are four steps to help you get started: 1. Break the Material into Manageable Sections Instead…
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 the…
We’re excited to welcome Ed Clark, MSPFP, MPAS®, ChFC®, CASL®, CRPC®, AWMA®, as our CFP® Community Moderator as students prepare for the November CFP® 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 CFP®…
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…
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the person’s taxable income in the years the loan is repaid, and…
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