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Industry Insights: Post Election Market Results
Check out the November edition of Industry Insights featuring our Dean of Financial Planning, David Mannaioni. In this video, David talks about the recent post-election market results and we would love you to share your thoughts in the comments section below. What do you think about how the elections have impacted the…
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Are you eligible for the Accelerated Path or Capstone Alternative?👀
If you’ve received prior approval from the CFP Board for the Accelerated Path or Alternative Capstone, you can enroll directly into FP517 Financial Plan Development. To register for the Alternative Capstone, just provide your Certificate of Eligibility from the CFP Board to the College’s Enrollment Department at…
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Which Academic Goal Are You Focusing on This Semester?
Participate in Our Poll! If your main goal isn't listed here or you want to add some more goals, write them in the comments below.
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🚨🎉New Series Alert!🎉🚨 Industry Insights
Check out our first episode of Industry Insights and let us know what you think about the topic, in the comments below.
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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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Ask Us Anything!
Do you have any questions about the Financial Planning field? Ask away in the comments and we will pick a few questions to have our team answer in discussion posts throughout the month. ✨
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💰️Financial Moves To Avoid Before a New Year
Some financial moves are pretty obvious for us to know to avoid when entering a new year; however, there are many financial moves clients don't often think about or know to avoid altogether. Last month, our very own expert @CFP_PHD Sara Stolberg Berkowicz (certified financial planner), was featured in an AARP article on 9…
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What's Going On Out There? #21
As 2024 begins, I'd like to hear what you are excited about going into this year. The beginning of the year is a time for reflection and planning and I'd love to hear what you're hoping for this year with regards to your financial planning practice. For me, I am excited about meeting with my clients junior and senior…
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What's Going On Out There? #20
As the last post of 2023, I just have one question. What do you think has had the greatest impact on financial planners in 2023? The stock market's amazing final run? FINRA's new CE requirements? I'd love to hear your thoughts.
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What's Going On Out There? #19
There's been quite a bit of speculation as to what the Fed plans to do with interest rates over the next several months. With inflation pretty much under control, and concerns about the economy slowing, should they consider lowering rates? Or, with the economy and particularly the stock market doing well right now, do they…
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What's Going On Out There? #18
This week the Dow and the S&P500 each reached levels they haven't been to since January 2022. While economic signals are still mixed, the market response has been quite bullish this year. Inflation is down, but prices are still up. Real estate prices are staying up, but so are mortgage rates. Like I said - mixed. Why do…
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More on CRPC!
Looking to learn more on what a CRPC (Chartered Retirement Planning Counselor) does and why they are so important? Check out this short video by our very own @Mike Harris, and click here to read a previous article on the same.
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What's Going On Out There? #16
There have been numerous articles over the past year on the challenge of getting employees to go back to the offices they worked in before the pandemic. Some employees relocated when their company went virtual to take advantage of a lower cost of living in another area. Others say they don't want to go back because they've…
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What's Going On Out There? #14
This week there has been quite a bit in the news about how China's economy is struggling and foreign investment in China is decreasing with some firms pulling out of China completely. China has been viewed by many companies as an opportunity for growth, but it appears that is starting to change. Political pressure adds to…
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What's Going On Out There? #13
The headline of the Wealth Management section of the Wall Street Journal dated October 30, 2023 is: Can AI Replace Your Financial Adviser? Not Yet. But Wait. The article goes on to evaluate how ChatGPT, a generative AI, compares today to what a financial adviser can do. Those of us who use planning software have been using…
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📚New books on the psychology of financial planning📚
Have you read any of these books? If so, what is your opinion? 1.) The Psychology of Financial Planning by the CFP Board (black cover, paperback) 2.) The Psychology of Financial Planning Practitioners Guide by Klontz, Chaffin, & Klontz (blue cover, hardback) 3.) The Psychology of Financial Planning Practitioners Toolkit by…