Our offices will be closed on Monday, July 4th in observance of Independence Day. Technical Support will be available via email at kfeducation@kaplan.com during business hours. We look forward to serving you when we return Tuesday, July 5th.

Our warehouse will be closed Monday, July 4 for Independence Day.  This may cause a delay in shipping printed materials. We apologize for any inconvenience this may cause.

Webinars

 Stay current on trends and gain greater insight into timely financial topics by attending an upcoming live webinar for financial professionals or watching an Ondemand webinar. Our free events are open to advisors and staff of all levels.  Certain webinars may qualify for College for Financial Planning® continuing education (CE) renewal credit. 

Upcoming Live Webinars

Sustainable Investing in Times of Military Conflict 

College for Financial Planning® Professional Designation Renewal CE Credit: Attendance at the live webinar event qualifies for 1 hour of College for Financial Planning®—a Kaplan Company Professional Designation Renewal CE credit. While the webinar will be available OnDemand after the live event, you must attend the live webinar to receive professional designation renewal CE credit. Please note: This webinar is not eligible for CFP® certification CE.

Russia’s invasion of Ukraine has rocked financial markets across the world, leaving many investors to believe that riding the surge of oil, gas, and armament companies is the only way to preserve capital for the future. Although many investing experts have touted the importance of sustainable investments in recent years, there has been a slight exodus in interest for sustainable investing, namely because most mutual funds and ETFs exclude the aforementioned industries. Ethics aside, there are numerous reasons why military conflict and market instability should not be reasons to discount the long-term power of sustainable investment options. We will discuss why times of conflict are actually the best times to consider making the switch to a sustainable portfolio.

Faculty Speaker Will Help Participants:

  • Discuss the practicality of sustainable investing practices in times of market volatility and global economic uncertainty
  • Discover ways to apply current events to the long-term growth prospects for client portfolios

Live Webinar

Join us live on Wednesday, June 29, at 12:00 pm ET.

Jennifer N. Coombs, MSF, CSRIC®, CRPC®

Associate Professor

Jennifer Coombs, MSF, CSRIC®, CRPC®, is an associate professor at the College for Financial Planning®—a Kaplan Company. She is the creator, lead author, and lead instructor for the Chartered SRI CounselorSM (CSRIC®) designation program and serves as a subject matter expert on a number of the College’s investment courses.
Prior to joining the College, Jennifer worked for several different Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading, and portfolio management. The knowledge gained in these roles has led to her passion for educating the public. To this end, Jennifer has given TED Talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City) and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, Garrett Planning Network, Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, SRI Annual Conference, and Advisor Group. Jennifer is also sought out for her expertise on environmental, social, and governance (ESG) analysis for sustainable investing, and has been quoted in Forbes, The Wall Street Journal, Market Watch, Investment News, Wealth Management, Financial Advisor IQ, and Proactive Advisor Magazine.

Jennifer earned her Master of Science in Finance from the College for Financial Planning®—a Kaplan Company and graduated with distinction (cum laude) from Clarkson University, where she earned a Bachelor of Science with majors in financial information analysis and political science, and minors in economics and law. In addition to her degrees, Jennifer holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation, and is a Certified Financial Education InstructorSM (CFEI®) through the National Financial Educators Council. Jennifer is also a proud member of US SIF and the Financial Planning Association of Colorado.

OnDemand Webinars

Value of a Financial Designation

Whether you are just starting out in financial services or have already earned your CFP® mark, a financial designation can add to your skill set and help advance your career. College for Financial Planning®—a Kaplan Company presents this webinar to help you explore financial designations that expand your expertise and empower you for your current career stage.

OnDemand Webinar

Live Webinar

Join us live June 8 at 12:00 pm ET

Planning for Rising Inflation and 2022 Tax Changes

With inflation on the rise and new tax legislation taking effect, significant changes are anticipated in 2022. As such, clients and their advisors will need to reassess whether current planning strategies are still appropriate or need updating. This web seminar will review those potential changes and how advisors and their clients can plan accordingly.

Faculty speakers will help participants:

  • Analyze and review recent inflationary changes and their impact on advisors and their clients:
    • General inflation
    • Social Security Administration
    • Impact and recommendations for advisors and clients
  • Analyze and review recent and future potential tax legislative changes and potential strategies for advisors and their clients:
    • 2022 IRS inflation adjustments
    • New legislation for 2022
    • Pending/potential legislation
    • Impact and recommendations for advisors and clients

Planning for Rising Inflation and 2022 Tax Changes

 

Diversity and Inclusion in Financial Planning Education: Creating a Diverse Workforce

Continuing Education (CE) Credit: Viewing the webinar OnDemand qualifies for 1 hour of College for Financial Planning Professional Designation Renewal CE credit.

This web seminar introduces the theoretical foundations of diversity and inclusion in the workplace and considers the advantages and challenges associated with a diverse workforce. It presents a conceptual framework of diversity in financial planning, examining factors that affect diversity in the financial planning education and profession. Finally, it discusses a roadmap to improving diversity, equity, and inclusion in the financial planning workplace.

 

 

Presenters will help participants:

  • Describe theories on diversity in the workplace.
  • Examine the advantages and disadvantages of diversity in the workplace.
  • Analyze the factors that impact diversity based on the conceptual framework of diversity in financial planning.
  • Evaluate how current educational initiatives at the College for Financial Planning address the gaps in diversity in the field. 
  • Analyze the current initiatives by the CFP Board and how they address gaps in research on diversity.
  • Create a road map for practitioners to enhance diversity and inclusion at their workplace, and for researchers to fill the gaps in research.

Diversity and Inclusion in Financial Planning Education

Insights from Behavioral Finance on Financial Planning and Real Estate

Continuing Education (CE) Credit: Viewing the webinar OnDemand qualifies for 1 hour of College for Financial Planning Professional Designation Renewal CE credit.

No other asset class has quite the hold on our hearts that real estate has. While it is prudent to evaluate its benefits and risks to clients’ portfolios, cash flow, and financial planning, clients often resist objective analysis. Behavioral finance can provide a useful perspective for working with clients’ biases and irrationalities. This advanced-level webinar will provide financial planners and real estate professionals with useful advice for dealing with clients’ subjectivity. A panel of financial planning and real estate experts will demonstrate best practices for helping clients utilize real estate to further their financial goals despite their irrational beliefs and behaviors.

Presenters will help financial planners:
  • Explore the role of real estate in financial planning
  • Describe behavioral finance concepts and research
  • Distinguish different types of cognitive and behavioral biases
  • Recognize the effect of biases on client behaviors
  • Explore methods of mitigating biases
  • Analyze real estate and financial planning professions’ mutual interests





 

Insights from Behavioral Finance

Meeting the Investor Education Demand for Sustainable Investing

Sustainable investing in the United States continues to expand at a robust pace: as of 2020, one in three investment dollars in the United States uses environmental, social and governance criteria for analysis.* As the demand for investing in ESG products, impact strategies and sustainable investment funds grow, it is critical for financial advisors to learn and understand sustainable investing in order to effectively meet this new wave of client demand. 

Faculty of the College for Financial Planning®—a Kaplan Company cover: 
  • Current state of investor demand for ESG investing
  • How to develop an SRI strategy for a client
  • How financial advisors can be conscientious in their investment choices by avoiding "greenwashing"
*The US SIF Foundation's 2020 biennial Report on US Sustainable and Impact Investing Trends.

 

Meeting the Investor Education Demand For Sustainable Investing

President Biden's Tax Plan - The Implications for Advisors and Their Clients

With a new presidential administration, as well as changes in the U.S. Senate and Congress, there are significant tax changes anticipated in 2021. As such, clients and their advisors will need to reassess whether their current tax and estate planning strategies are still appropriate or need updating based on upcoming legislation. This free web seminar reviews those potential changes and how advisors and their clients can plan accordingly. 

Faculty of the College for Financial Planning®—a Kaplan Company cover analyzing and reviewing proposed changes and strategies for:

  • Individual, corporate, and capital gains rates, as well as available deductions and credits
  • Student loan repayment or deferment
  • Estate and gift exemptions, step-up basis, and trust saving techniques

This OnDemand web seminar is a recording of our live web seminar hosted on April 22, 2021. No continuing education (CE) credit is applicable for viewing the web seminar OnDemand.

 

President Biden's Tax Plan - Implications for Advisors and Their Clients

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Certified Financial Education InstructorSM and CFEI® are registered trademarks or service marks of the National Financial Educators Council.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.