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Recent Discussions

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🌷 What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isn’t just about tax season—it’s also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether you’re a CFP® student, designation holder, or early-career advisor, now is the time to get ahead. 💡 Here’s what to focus on this month: 📁 1. Post-Tax Season…
What is the deadline for completion of my CFP Education program?
💡 Did You Know? 💡 If you’re enrolled in the CFP® program under the current catalog, you have 3 years to complete your coursework. For students who enrolled in previous years, the deadline is 2 years. Not sure which timeline applies to you? Reach out to Student Services at 📞 1-800-237-9990 (option 2) or 📧 cffpssc@cffp.edu…