How to Start Pro Bono Financial Planning
There are countless people in the U.S. living paycheck to paycheck, becoming overwhelmed with debt—or worse—whose lives could be completely… Read More
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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning
READ NOWFinancial Planning
Financial planning is driven by a client’s personal and financial priorities. In this way, each plan is unique. Understanding basic and advanced planning techniques can help you deliver personalized plans to all your clients, regardless of where they are in their financial lifecycle, to help them achieve their most important goals in life.
Financial Planning for Millennials
In 2016, the Millennial generation (those born from 1981 to 1996) overtook Baby Boomers as the largest generation of employees… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Your Clients Want to Talk About Financial Wellness
As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More
Aligning Your Financial Planning Practice with Financial Therapy
Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… Read More
Financial Planning Trends for 2022 and Beyond
In recent years, the impact of COVID-19 has undoubtedly been one of the major forces shaping the financial planning industry. Read More
Serving the LGBTQ+ Community with Financial Advice
Diversity, equality, and inclusion are coming to the forefront of the financial planning industry today. Financial professionals are beginning to… Read More
How Oversight Helps Expand Financial Planning Services
When a business and its employees share goals, that alignment can set up all parties for a win-win situation. Firms… Read More
The Gift of Financial Advice
The holiday season is a unique time of year. While your mind may be abuzz with holiday parties, decorations, and… Read More
Taking Steps to Find the Right Clients
You could say that the first meeting you have with a potential new client is the most important one you… Read More
Taking a Modular Approach to Financial Planning
Put yourself in your client’s shoes. You’ve just engaged a financial advisor—for the first time—and while the prospect of getting… Read More
Webinar | Exploring the Financial Advice Field: A Panel Discussion (1 CFP® CE Credit)
On Thursday, January 13, 2:00 p.m. ET, listen as a panel of experts discuss the expanding number of roles in the financial advice industry and offer guidance for understanding the training, education, and experience of each financial professional as we all look to better serve our clients.
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