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Ask & Engage: Financial Planning Edition
Whether you’re just starting your journey, enrolled in CFP® Certification coursework, pursuing a professional designation certification, or enrolled in our Master’s program, we want to hear from you! Even if you haven’t enrolled in courses yet and are simply curious about the field, drop your questions in the comments…
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⏳CE Reminder: Don’t Forget Your CE! How to Stay On Track for Renewal
⏳ Don’t Forget Your CE! Stay on Track for Renewal Let’s keep your designation active and your knowledge sharp. Have you reviewed your CE status recently? Staying current with your Continuing Education (CE) isn’t just about meeting a requirement — it’s about maintaining credibility, staying compliant, and continuing to grow…
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Boosting Income with Covered Calls: How the Strategy Works and When It Makes Sense
As part of our Master of Science in Financial Analysis program we offer a course titled FINA585 Derivatives and Alternative Investments. Among other topics the course covers alternative investment strategies using derivatives. One popular strategy that we cover is covered calls (no pun intended). This post explores how…
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Top Financial Podcasts Recommended by CFFP Faculty!🎙️
As you embark on your journey toward becoming a financial planner, staying informed and learning from seasoned professionals is essential. Here are some of the best podcasts to help you enhance your knowledge, refine your skills, and better understand the business of financial planning: 1. Money Talks Podcast About: Money…
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🌟 Financial Planning Goals for 2025 🌟
As a financial planner or a student aspiring to become one, the new year is a perfect opportunity to set meaningful goals that advance your career, elevate your client service, and enhance your knowledge. Here are some focused goals to consider for 2025: 📚 For Current Students: Master the CFP® Curriculum: Dedicate time to…