News & Events

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.

January 10, 2023 - College launches Financial Advising Accelerator program. The College has introduced a new Financial Advising Accelerator certificate program designed to jumpstart the careers of those new or in the early stages of the profession.

Watch our webinar to gain insights into how advisors harness this new technology to their advantage instead of being replaced by it.

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 Advisor^SM designation program.

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.

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: 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. 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. Watch our webinar to learn to identify and manage stress-induced behaviors in clients and professionals alike.

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.

January 2022 - Faculty member Sara Stolberg Berkowicz advises mental accounting as another reason why setting specific goals is so important.

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 rate of others. The first cohort of the College’s Diversity Scholarship Program is experiencing success.

Advisors, lawyers, and agents can use this accredited program to help athletes and entertainers with their financial planning needs.

February 10, 2022 - The practical value of the Accredited Behavioral Finance Professional^℠ (ABFP) program.

April 22, 2022 - Here are three questions to help advisors identify greenwashing, or the practice of providing misleading information to appear sustainable.

June 27, 2022 - ESG funds see lower returns during conflicts, but they are more important than ever.

Watch our recent webinar to learn how to recognize determinants of market bubbles as predicted by behavioral finance.

January 26, 2022 - Founded to advance the financial planning profession, the College for Financial Planning^®—a Kaplan Company celebrates its 50th anniversary this year.

September 15, 2022 - As a new participant in LPL’s Vendor Affinity Program, Kaplan will provide a comprehensive portfolio of financial education offerings.