Wealth Management Education Resources

As we move into the digital age the way in which we evaluate a person’s professional credentials is rapidly evolving. We look to their social media profiles and web presence to enhance and verify the legitimacy of the credentials held by a potential advisor, counselor, or agent. The College for Financial Planning offers a digital badge to all professional designation-holding graduates that allows potential employers, clients, or partners to verify the credential and be well-informed about the value of the credential and what it certifies.

The digital badges are stored by Credly, an independent third party, that provides digital badges of many other reputable organizations, and can be accessed by visiting their website. Credly offers the third-party verification that employers, clients, or partners can rely on to ensure the credential is a valid achievement.  

Graduates of the College's designation programs will receive an invitation to accept their digital badge and access the sharing features it offers. The badges can then be easily shared on many of the major social media platforms, through email, on a website, or in digital documents. The digital badge will provide a link to the Credly platform which allows the visitor to access information about the program and give them the opportunity to easily verify the credential.

Graduates can still utilize the traditional means of marketing their credentials on business cards, resumes, and printed materials. The digital badge adds yet another set of tools for graduates to use to promote their achievements at the College for Financial Planning and inspire confidence and security in their clients and colleagues.

If you are a graduate of the College for Financial Planning and would like to claim your digital badge, sign in to your student account. From your designations page, click the "Get Digital Badge" link to begin the process.

Click here to claim your digital badge from your student account.

1. You can expect the designee to display integrity. Designees have agreed to provide professional services with integrity, honor, fairness, and dignity and to maintain your trust and confidence.
2. You can expect the designee to provide objective advice. You can expect the advice and services you are provided to be objective and impartial and the result of a thorough analysis of your goals, resources and current situation.
3. You can expect the designee to be competent. Designees complete a rigorous education and examination process before being conferred the designation. Designees agree to maintain an adequate level of knowledge and skill and effectively apply that knowledge while recognizing its limitations. Completing continuing education every two years is required as part of the ongoing designation renewal requirements.
4. You can expect your privacy to be protected. Designees have agreed to keep client information confidential, disclosing only when authorized by you or compelled by law.
5. You can expect the designee to display professionalism. Designees must comply with all state and federal laws and regulations as required and applicable as determined by the services they provide.

Individuals authorized to use one of the College for Financial Planning's professional designations are subject to a disciplinary process. Complaints against a designee may be filed by a designee's client, employer, or any other individual with whom the designee has established a formal business engagement for purposes of providing asset management, retirement planning, or financial planning services to that individual.

The College for Financial Planning investigates all complaints and its Ethical Conduct Committee determines whether allegations are justified and whether the conduct warrants disciplinary action.

Individuals found to have violated the Standards of Professional Conduct may be subject to public discipline. Please click here to view a list of individuals who have had a public discipline imposed by the College for Financial Planning's Ethical Conduct Committee.

The College for Financial Planning is committed to assisting military students, family members, and DOD civilians in pursuing their education goals in the financial services industry. This could include earning one of the College’s professional designations, preparing for CFP Board’s educational requirements, or earning a graduate degree.

Here are a few reasons why you should choose the College for Financial Planning as your financial services education provider:

1. Since 1972, the College has been the preeminent provider of financial planning education. Our CFP® Certification Professional Education Program is the industry’s gold standard.
2. The College has eight financial services designations that range from entry-level education (Foundations in Financial Planning) to higher-level investment and retirement courses.
3. The College’s graduate degrees offer two areas of study: the MS in Personal Financial Planning and the MS in Finance.
4. The College provides different mediums for education delivery. The CFP® Certification Professional Education Program and most of the College’s designations are offered either self-study or through an online synchronous platform. The Graduate Degree Program is offered through an online asynchronous platform.
5. We accept VA Benefits.
6. We offer reduced tuition for military members and spouses.

You may be pursuing your educational goals in the financial services industry for various reasons. You may be transferring from the military to civilian life and need a strong foundation in a field that continues to grow. You may want to add to the general knowledge you have in a field. As a military spouse, you may want to enter a career that is transportable. For DOD civilians, you may desire to learn more about an area in which you currently work. The College can work with you to achieve your specific educational goals.

GI Bill® Chapter Benefits:

The College for Financial Planning values those who have served our country in uniform. We understand that many veterans want to start a new career and financial planning (a subset of financial services) is a career opportunity that can be started at any age.

The College provides several avenues to assist veterans in attaining their financial services education goals.

• The College provides courses of study that have been approved for the GI Bill®
• The College accepts GI Bill® benefits

Chapter 33 – Post 9/11 GI Bill®

Chapter 30 – Montgomery GI Bill®

Chapter 31 – Vocational Rehabilitation Program (VR&E)

Chapter 32 – Vietnam Educational Assistance Program (VEAP)

Chapter 35 – Survivors’ and Dependents’ Educational Assistance Program (DEA)

Chapter 1606 – Montgomery GI Bill® – Select Reserve (MGBILL-SR)

GI Bill® is a registered trademark of the U.S. Department of Veterans Affairs (VA). More information about education benefits offered by VA is available at the official U.S. government Web site at GI Bill - VA Benefits.

Comprehensive quick-reference guide of annual limits related to financial planning, compiled by the faculty of the College for Financial Planning^® — A Kaplan Company.

Download the Annual Limits Here

Our survey provides a succinct look at financial practitioners through the eyes of CFP Professionals and our Wealth Management graduates. This includes:

• Demographic information such as age, gender, education, experience, assets under management, etc.
• Earnings information and satisfaction with both their education and practice
• Feedback on clients’ concerns, knowledge, and even how they foresee their own retirement

Download the 2016 Survey

Our 2020 report has been released!