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🎓 Did You Know? Scholarship Opportunities at the College
The College for Financial Planning®—a Kaplan Company offers a variety of scholarship programs designed to help students pursue CFP® certification, professional designations, and Master of Science degrees in Personal Financial Planning. Available Scholarship Opportunities Financial Advisor Futures Scholarships CFP…
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📚 Resource Roundup: Share Your Favorites!
Looking to grow your skills and stay ahead in your career? Let’s help each other out! We’d love to hear what articles, online courses, or tools have been most helpful in your professional journey. 💡 Comment below with your go-to resources so other alumni can benefit too. Whether it’s a must-read article, a favorite course,…
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🎉 New Year, New Connections! 🎉
Happy New Year, alumni! 2026 is here, and it’s the perfect time to set goals for growth, connection, and making an impact. Whether it’s advancing your career, expanding your network, learning new skills, or giving back to your community, now is the time to focus on what matters most to you. Share your goal and see what…
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As a CFP® Professional why do I need to know if I am providing financial advice?
One of the first things that is covered in the Ethics CE course for CFP® Professionals is the definition of "financial advice". This is important for CFP® professionals because we are held to the fiduciary standard of always putting the client's needs first and above our needs or our firm's needs. And this applies whenever…
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Market Tops and V-Shaped Recoveries
The research I am currently working on focuses on whether the U.S. stock market is overvalued and how to identify the shapes of market cycles. In a project with Michael Angel, we have been analyzing the “Buffett Indicator”—the ratio of the market value of the S&P 500 to U.S. GDP. Historically, from roughly 1950 to 2009,…
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🎓 Alumni Advice Corner – Share Your Wisdom!
Calling all alumni! Your experience matters, and there’s no better way to give back than by sharing your advice with current students and recent graduates. 💡 What to share: Time management tips that helped you succeed Study strategies or exam prep hacks Career guidance or lessons learned in the field of financial planning…
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AI Knowledge Tools for Budding Scholars
Google Scholar Labs Stanford Genie - Storm and Co-Storm WMPA by College for Financial Planning - A Kaplan Company Google NotebookLM - create your powerful repositories ResearchRabbit
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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…
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📚 Share Your Favorite Finance Reads & Resources!
Calling all alumni! We’d love to hear what books, articles, or podcasts have inspired you, taught you something new, or helped you grow in your financial planning career. Tell us: What resource you recommend Why it’s valuable or insightful How it’s impacted your thinking or work Your recommendations could be just what…
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Cryptocurrency Insights for Advisors
The Future of Financial Advice in a Crypto-Enabled World As crypto and digital assets become more integrated into financial planning, one thing is clear: investors will still need human advisors. Even with the rise of robo-advisors and automation, navigating crypto requires judgment, experience, and strategic thinking that…
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🌞 Good Vibes Reminder: Daylight Saving Time Ends! ⏰
Just a friendly reminder that Daylight Saving Time ends on Sunday, November 2! Don’t forget to set your clocks back one hour before bed Saturday night. That small change gives us an extra hour of sleep, so enjoy the bonus rest and make the most of it! Here are some fun facts about Daylight Saving Time: Benjamin Franklin’s…
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Busting Financial Planning Myths: Alumni Edition
Let’s start the week by busting some common financial planning myths. We know there’s a lot of advice (and misinformation) floating around, and who better to separate fact from fiction than our amazing alumni? Question for you: 💬 What’s the top financial planning myth you’ve encountered in your work or studies? It could be…
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Recession Forecast: Understanding the Numbers Behind the Headlines
Recession Forecast: Understanding the Numbers Behind the Headlines Forecasting recessions is one of the toughest challenges in economics. Even with sophisticated models, economists, policymakers, and investors rarely get both the timing and severity of downturns right. A recent benchmark comes from The Wall Street…
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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.…
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What sources do you rely on for recommendations on continuing education courses?