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…