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Taxes, Macro-trends & the OBBB Shake-Up
This webinar is designed to help financial advisors translate regulatory and economic changes into actionable planning strategies. We will explore what these undercurrents mean for markets, planning, and client conversations in the months ahead, providing clear takeaways, real-world context, and insights you can use immediately.
Wealth Management Designation for Sports and Entertainment Industries
June 7, 2022: The College for Financial Planning recently announced the launch of a new Sports and Entertainment designation designed for working professionals.
A Brief Primer: Professionals & College Athletes As Financial Planning Clients
Watch our webinar to gain insight into issues currently affecting athletes and advisors’ role and impact on the client-planner relationship.
Sustainable Investing in Times of Military Conflict
Watch our recent webinar to discover ways to apply current events to the long-term growth prospects for client portfolios.
You Might Insist That an Investment Adviser Have Years of Experience, But Be Open...
May 19, 2022 - In MarketWatch, Assistant Professor Dr. Sara Stolberg Berkowicz shares how a diverse work history can help career changers entering financial services.
AIF®️ Designation: A Key Credential for Today's Advisor
Ranked as one of the 10 best financial certifications by U.S. News & World Report*, the Accredited Investment Fiduciary®️ (AIF®️) designation can offer a distinct professional advantage to help build stronger relationships and grow your business.
Generational Wealth Transfer: Preparing Advisors and Clients for the Coming Shift
A historic wealth transfer is on the horizon. This webinar equips financial advisors with essential strategies for guiding clients through the coming shift. Learn to build lasting relationships with the next generation.
CFFP®—a Kaplan Company offers scholarships to VITA volunteers in Puerto Rico.
The College announces the launch of Champions of Volunteer Income Tax Assistance (CoVITA) Scholarships to support secondary-level students, school teachers, and university faculty who volunteer with the Internal Revenue Service's Volunteer Income Tax Assistance (VITA) program in Puerto Rico.
The College, iShares Launch ETFs & Portfolio Construction Certificate Program for Financial Advisors
February 11, 2025 — The College for Financial Planning®—a Kaplan Company has launched an ETFs & Portfolio Construction Certificate Program for financial advisors, in collaboration with iShares® by BlackRock, one of the world’s largest asset managers.
2025 Tax and Economic Outlook
2025 has given America a new administration in Washington D.C. As a result, tax law changes are poised to come rapidly, but what exactly is the new tax plan? Join us to get a 2025 tax and economic update to understand where the industry is headed.
Direct Index Investing Demystified
Learn more about how direct index investing operates, how its performance measures up and its advantages and potential drawbacks.
CFFP®—a Kaplan Company offers scholarships to VITA volunteers in Puerto Rico.
The College announces the launch of Champions of Volunteer Income Tax Assistance (CoVITA) Scholarships to support secondary-level students, school teachers, and university faculty who volunteer with the Internal Revenue Service's Volunteer Income Tax Assistance (VITA) program in Puerto Rico.
The College Launches Accredited Investment Fiduciary® Training
September 23, 2024 - The College has launched AIF® Training for financial professionals pursuing the AIF® designation. Fi360, a Broadridge Company, which owns the designation, has named the College an official education provider as its program helps candidates looking to sit for the AIF® exam satisfy the training requirement of the designation.
2024 Survey of Financial Planning Professionals’ Views
February 12, 2024 - The College has released its 2024 Survey of Trends, which explores the diverse experiences, interests, and viewpoints of professionals in the financial services industry.
Unlock the Power of AI: Using AI Tools in Your Financial Planning Practice
Watch our webinar for a look at how artificial intelligence (AI) is revolutionizing finance by increasing efficiency, improving risk management, enhancing customer experiences, and driving innovation.
MS in Financial Analysis: A Path To a Graduate Degree + CFA Charter
Watch our webinar for a look at how an M.S. in Financial Analysis can be a path to both a graduate degree and the CFA Charter.
Artificial Intelligence - Financial Advisors' New Top Competitor
Watch our webinar to gain insights into how advisors harness this new technology to their advantage instead of being replaced by it.
Sports & Entertainment Program at Wells Fargo Advisors
August 2024 - Wells Fargo discusses its financial advising focus on the sports and entertainment specialty markets and how the company is building out tools to help advisors grow in this segment, including the Sports & Entertainment Accredited Wealth Management AdvisorSM designation program.
College Announces Freedom Scholarships
January 26, 2023 - College announces Freedom Scholarships. College for Financial Planning announces the introduction of scholarships for active duty U.S. military personnel and veterans.
Recession: Which Indicators Should Cause Concern?
Watch our webinar for a look at economic indicators and which should cause concern in a recession to inform financial planning recommendations.
Navigating Lifelong Learning in Finance Careers
Navigating lifelong learning in finance careers: Watch our webinar for a look at how deep specialty knowledge and broad business knowledge is needed at various finance career stages.
Deciphering the Retirement Planning Impact of the SECURE Act 2.0
Deciphering the retirement planning impact of the SECURE Act 2.0. One of the most sweeping pieces of legislation financial planners have seen in years, SECURE 2.0 contains numerous changes that impact retirement planning and taxation.
Through the Lens of Behavioral Finance - Investor Biases
Through the lens of behavioral finance—investor biases. Watch our webinar to learn to identify and manage stress-induced behaviors in clients and professionals alike.
Diversity Scholarship CFPs Talk of New Horizons
November 2, 2022 - The first graduates of the College's Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). Here are their stories.
Here Are 5 Smart Investing Habits To Start in 2022
January 2022 - Faculty member Sara Stolberg Berkowicz advises mental accounting as another reason why setting specific goals is so important.
Why Not Pursuing a CFP First May be the Key to a More Diverse Crop of Financial Planners
June 5, 2022 - Why not pursuing a CFP first may be the key to a more diverse crop of financial planners. A College study supports a pathway to greater diversity in the profession through designations.
Diversity Grant Winners Finish CFP Test Prep at Twice the Rathe of Others
Diversity grant winners finish CFP test prep at twice the rate of others. The first cohort of the College’s Diversity Scholarship Program is experiencing success.
College for Financial Planning Widens Access to Sports and Entertainment Designation
Advisors, lawyers, and agents can use this accredited program to help athletes and entertainers with their financial planning needs.
Seeing Money Behaviors Through My Clients' Eyes
February 10, 2022 - The practical value of the Accredited Behavioral Finance Professional℠ (ABFP) program.
Voices: 3 Ways to Avoid Greenwashing with Sustainable Investments
April 22, 2022 - Here are three questions to help advisors identify greenwashing, or the practice of providing misleading information to appear sustainable.
Sustainable Investing in Times of War
June 27, 2022 - ESG funds see lower returns during conflicts, but they are more important than ever.
Through the Lens of Behavioral Finance - Stock Market Bubbles
Watch our recent webinar to learn how to recognize determinants of market bubbles as predicted by behavioral finance.
College for Financial Planning® - Kaplan Company Celebrates 50th Anniversary
January 26, 2022 - Founded to advance the financial planning profession, the College for Financial Planning®—a Kaplan Company celebrates its 50th anniversary this year.
LPL Financial, Kaplan Agreement Strategic Educational Agreement
September 15, 2022 - As a new participant in LPL’s Vendor Affinity Program, Kaplan will provide a comprehensive portfolio of financial education offerings.
Retirement Advisor Insights: Unique Issues of Government and Military Employees
Watch our webinar to understand the basics of how employee benefits available to government and military employees may differ from non-government and military workers.
