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News Releases

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.

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Ondemand Webinar

2024 Tax Policy and Economic Update

Watch our webinar for a look at key SECURE 2.0 tax-related provisions, an update on economic indicators and fiscal legislation Congress is considering and how they will affect your practice and your clients in 2024.

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Ondemand Webinar

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.

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In the News

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.

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Ondemand Webinar

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.

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News Releases

College Launches Financial Accelerator Program

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.

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Ondemand Webinar

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.

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News Releases

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.

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Ondemand Webinar

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.

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Ondemand Webinar

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.

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Ondemand Webinar

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.

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Ondemand Webinar

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.

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In the News

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.

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In the News

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.

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In the News

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.

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In the News

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.

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In the News

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.

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Thought Leadership

Seeing Money Behaviors Through My Clients' Eyes

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

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In The News

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.

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In The News

Sustainable Investing in Times of War

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

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Ondemand Webinar

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.

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News Releases

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.

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News Releases

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.

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Ondemand Webinar

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.

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News Releases

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.

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Ondemand Webinar

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.

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Ondemand Webinar

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.

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In The News

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.