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Financial Planning Related Articles and Career Information

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How to Become a CFP Professional - Kaplan Financial Education

How to Become a CFP® Professional

Are you interested in advancing your career in financial services by becoming a CERTIFIED FINANCIAL PLANNER? Learn more about the steps you need to take to get your CFP® certification. We'll walk you through the 4 E's of certification and provide helpful resources for getting started.

 

 


Certified Financial Planner Career At-A-Glance - Kaplan Financial EducationCERTIFIED FINANCIAL PLANNER Professional Career At-a-Glance

Thinking about a career in the financial planning industry? Find out more about what the day-to-day is like for a CERTIFIED FINANCIAL PLANNER professional, what skill sets are important, and what job growth is expected over the next decade in this article.

 

 

CFP Certification Myths Busted - Kaplan Financial Education

CFP® Certification Myths - Busted!

Are you considering CFP® certification, but are unsure if you can handle it? The Kaplan team has busted 5 common myths about CFP® certification so you have all the facts to make your decision. 


 

 

What Does a CFP Professional Do? - Kaplan Financial Education

What Does a CFP® Professional Do?

Interested in earning the CFP® mark, but want more information about your career options? Find out what a CFP® professional does in their day-to-day in this article.

 

 

 

Man studying intently for the CFP Exam

How Hard is the CFP® Exam?

You’ve set your sights on earning the CFP® mark. You’ve completed the required education and met all of the requirements. Now it’s time to take that last big step and pass the CFP® exam. Learn what kind of a challenge you’re preparing for, and get tangible strategies to improve your odds of success.

 

 

 

What to Expect on CFP Exam Day - Kaplan Financial Education

What to Expect on CFP® Exam Day

Don’t trip yourself up on CFP® exam day by not fully understanding what to expect when you go in for the exam. Learn more about what you can and can’t bring to the exam and what the exam is like in this article.

 

 

 

5 Common Reasons People Fail the CFP Exam - Kaplan Financial Education

5 Reasons People Fail the CFP® Exam

Understanding the common pitfalls that cause people to fail the CFP® exam will help you manage your time more efficiently as you prepare for the exam. Discover these 5 common reasons people fail the CFP® exam. 

 

 

 

Preview Education Course 101 Textbook - Kaplan Financial Education

Free eBook: Is CFP® Certification Right for You?

Not sure if CFP® certification is right for you? This free eBook will provide you with information about the financial planning process learned in Course 101: General Financial Planning Principles, Professional Conduct, and Regulation and includes several analytical problems that will allow you to apply the knowledge you learn in real-life scenarios.

 

 

Preview Education Course 101 Textbook - Kaplan Financial Education

Free eBook: Sneak Peek at Kaplan's CFP® Certification Exam Prep Review

Are you preparing to sit for the CFP® Exam? With this exclusive free eBook, you can get an inside look at the Exam Prep Review program that countless CFP® professionals before you have used to successfully pass the exam. See for yourself how Kaplan prepares people for success in the pursuit of CFP® certification.  

 

 


Creating a CFP Study Plan: Free eBook - Kaplan Financial EducationCFP® Exam Study Plan: How to Make the Most of Your Time

Preparing for the CFP® exam can be a daunting task. Not only does the exam require you to have key concepts memorized, but it also measures how well you can apply them to potential financial planning situations. Download this free eBook to learn how to design an effective study plan for the CFP® exam. 

 

 

CFP vs CFA: What's Right for Me? - Kaplan Financial Education

CFP® Mark vs CFA® Charter: Which is Right for You?

Not sure whether to pursue the CFP® mark or CFA® charter? Learn about the key differences between the two designations and how to obtain them in this infographic.

 

 

 

Guide to Using the CFP(R) Marks - Kaplan Financial Education

Guide to Using the CFP® Marks

CFP® marks got you confused? Check out our easy guide to using the CFP® marks correctly, so you are always in compliance with the trademark rules.

 


CIMA certificate holder consulting with clients in a cafeHow to Get Your CIMA® Certification

The CIMA® certificate is the only credential designed specifically for financial professionals who want to attain a higher level of competency as an advanced investment consultant. Find out how to earn the certificate.

 

 


Millennial client suspicious of financial advisors3 Reasons Millennials Don't Want You to be Their Financial Advisor

It’s official. The millennial generation has officially surpassed Baby Boomers in size. In this article, Priya Malani from Stash Wealth, a financial planning firm that caters exclusively to this growing generation of young earners, explains how your traditional way of doing business could be preventing you from the opportunity to serve the next generation of investors.

 

 


CIMA Certification Process Changing in June 2018 - KaplanFinancial.comCIMA® Certification Process Changing in June 2018

Investments & Wealth Institute™ has announced major changes to the Certified Investment Management Analyst® (CIMA®) certification process taking effect June 1, 2018. We’ve compiled all of the details you need about the changes here.

 

 


How to Attract the Next Generation of Investors - Kaplan Financial EducationHow to Attract the Next Generation of Investors

Acquiring the millennial generation as clients represents one of the largest opportunities for financial advisors to grow their practice today. Using industry-exclusive research, this free download will teach you how to create more compelling value propositions for prospective millennial clients and the millennial children of current clients. 

 

 


Couple with financial planner showing that DOL Fiduciary Rule Reversal Changes NothingWhy the DOL Decision Reversal Doesn’t Matter

Find out why Chuck Wachendorfer, Partner and President of think2perform®, Kaplan’s partner for our behavioral financial advice, believes the reversal of the DOL Fiduciary Responsibility Rule decision will have no material impact on the direction of financial planning. 

 

 


What Broker-Dealers and Advisors Need to Know About the DOL Fiduicary Rule - Kaplan Financial EducationWhat Broker-Dealers and Advisors Need to Know About the DOL Fiduciary Rule

The DOL fiduciary rule is expected to be toughest on small, independent broker-dealers and IAR firms. Learn how shifting your practice to a holistic, advice-based fee structure will help you thrive in this new era of financial services. 

 

 


Understanding the Advantages of the DOL Fiduciary Rule - Kaplan Financial EducationDOL Fiduciary Rule: Understanding the Advantages Free Webinar

While you may or may not already know about the revised Department of Labor (DOL) fiduciary standard rule, you are no doubt wondering how that affects you and your business. Join Kaplan and our partner, think2perform, in this free webinar addressing the implications of the DOL fiduciary ruling and how your business can use it to its advantage.

 

 

Steps to DOL Fiduciary Rule Compliance - Kaplan Financial EducationThe Steps to DOL Fiduciary Rule Compliance

The DOL fiduciary standard rule issued on April 8, 2016 aims to ensure that financial advice is in the best interest of retirement investors. This infographic provides couple of paths for financial professionals to ensure compliance with the DOL fiduciary standard rule.

 

 


Will Robo Advisors Replace Financial Advisors? - Kaplan Financial EducationWill Robo Advisors Replace Financial Advisors?

Robo advisors are here to stay and there are many advantages to using them to enhance your financial advising business. Learn more about how to create a hybrid practice in this article.

 

 

 

Is it Necessary for Financial Advisors to Collect Badges - Kaplan Financial Education

Is it Necessary for Financial Advisors to Collect Badges?

The financial services industry is highly competitive and often leaves professionals wondering if they should pile on certifications. Learn from Joyce Schnur, CFP®, MBA, ChFC how to be smart about choosing your designations to differentiate yourself in the market and attract and retain clients.