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Why take PFPL 650 in the Client Psychology track?
Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors,…
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FINA 575: Financial Modeling
In the world of corporate finance, decisions aren’t made on intuition—they’re made on models. Financial modeling is the language of strategic decision-making, allowing analysts and executives to quantify assumptions, evaluate alternatives, and optimize outcomes. At the College for Financial Planning, our FINA575: Corporate…
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Dean's Note on Alternative Investments: Unlocking New Potential for Financial Planners
Welcome to the Golden Era of Alternatives If you're a financial planner still relying on the classic 60/40 allocation, you're missing what's happening in the real world and what clients are already talking about. Alternative investments are now mainstream, accessible, and, when used wisely, can transform portfolios for a…
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PFPL600 and PFPL650 capstone courses are unique and gratifying
CFP and Elective Courses: Building Toward the Capstone CFP and elective courses lay the foundation for our capstone courses: PFPL 600 for the CFP program, and PFPL 650 for the Client Psychology and Communication Pathway. These courses give you the opportunity to demonstrate your proficiency with financial planning topics,…
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🌎 Where in the World Are Our Alumni?
Whether you’ve completed your master’s in personal financial planning, earned your CFP® certification, achieved a professional designation, or are currently in exam prep mode, you’re part of a vibrant and growing network of financial professionals. Let’s build community—wherever you are. 💬 Drop your city and state in the…