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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.

HP10BII Calculator Tips
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…
Meet Your CFP® Community Moderator: Ed Clark
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®…
What steps do you need to take after the final exam?
After you pass the final exam, are there any further steps you need to take for certification application or is the process/submission automatic?
An unexpected benefit of the Master's in Personal Financial Planning program
About 10 years ago, when I was both established in my financial planning practice, but new to the College, I started the Master's program in Personal Financial Planning. Although I had earned the CFP® certification in 2003, I knew I was going to take a deeper dive into portfolio construction, retirement planning, client…
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…
Ready for a Career Boost? Start with the Graduate Program and PFPL510!
As part of the College for Financial Planning’s Master of Science in Personal Financial Planning (MS-PFP) program, the PFPL510 course, Financial Planning Process & Insurance, offers graduate-level students a comprehensive introduction to the foundations of financial planning, insurance, and risk management. Designed for…
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…