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.

Navigating Ethical Dilemmas in Financial Planning
Hey Faculty! 🌟 In the world of financial planning, ethical dilemmas are bound to pop up—whether it’s balancing client interests with your professional duties, dealing with conflicts of interest, or staying ahead of ever-changing regulations. 🤔💼 We’d love to hear from you! Question for you: What’s the toughest ethical…
Reflections on Financial Planning: A Journey Through the Evolving Landscape! 🌱💼
Hey, faculty! 🎓✨ It’s time to reflect on how far the financial planning field has come – and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire industry shift in unexpected ways. 🌍💡 🔹 Tech Tools: From paper-based planning to AI-powered financial software, how have…
Thoughts From Our Financial Planners Faculty: Real World-Experience💪
Lesson from the Field: Share a real-world experience that students can learn from. Hey, faculty! Let’s make learning a bit more exciting by sharing those real-world experiences that turned into valuable lessons. 🧠💡 Think back to a challenging situation or a “lightbulb moment” in your career. Maybe you helped a client…
What Inspired You to Become a Faculty Member or Financial Professional?
We want to hear from you! What sparked your passion for teaching or financial planning? Was there a pivotal moment, a mentor’s influence, or a personal experience that led you to this career? Share your story in the comments! Your journey can inspire students and fellow faculty members as they navigate their own…
Faculty Book Recommendations for Financial Planning Success
Faculty, we’d love for you to share the books that have made a significant impact on your career and your approach to financial planning. Whether it’s a book that has helped you hone your financial expertise, improved your teaching, or shaped your professional development, your recommendations could provide invaluable…
Faculty’s Essential Financial Tools for Success
Faculty, we’d love for you to share the financial tools that have been game-changers in your own practice and teaching. Your recommendations can help students navigate the complexities of financial planning and build a strong foundation for their careers. Consider sharing: Financial Calculators: Which calculators do you…
Faculty Professional Development Insights
Faculty, we’d love to hear your best advice on professional growth in the financial planning industry. Your insights can inspire students and alumni alike as they navigate their career paths. Consider sharing: Continuing Education: What courses, certifications, or resources have been the most valuable for staying current…
Course Highlights: Key Takeaways & Lessons for Reflection
@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP@ToddFeldman_CFFP Faculty, we’d love for you to post a comment below and share key takeaways or impactful lessons from…