Articles from College for Financial Planning

The College for Financial Planning®—a Kaplan Company has launched an Accredited Investment Fiduciary® (AIF®) Training for financial professionals pursuing the AIF® designation. Fi360, a Broadridge Company, which owns the designation, has named the College an official education provider as its program helps candidates looking to sit for the AIF® exam satisfy the training requirement of the designation. U.S. News & World Report ranks the AIF® designation as one of the best financial certifications. Fi360 is accredited by ANSI National Accreditation Board under international standard 17024 for the AIF® Designation, making it part of an elite group of accredited designations in financial services.

The College for Financial Planning—a Kaplan Company has launched a Spanish-language version of its Financial Paraplanner Qualified ProfessionalSM (FPQP®) professional designation program. This designation is ideal for Spanish-speaking or bilingual advisors starting their careers who are looking for a working knowledge of financial terms and concepts in Spanish, enabling them to better communicate with clients in their native language and build lasting relationships. And financial services companies that currently serve the Hispanic community, as well as those that are looking to expand their services, may consider this course for their employees to foster a workforce that better understands Hispanic clients’ aspirations and promote a culturally sensitive approach to financial advising.

The College for Financial Planning—a Kaplan Company has released its 2024 Survey of Trends, which explores the diverse experiences, interests, and viewpoints of professionals in the financial services industry*. Among the highlights of the survey, which included responses from nearly 1,000 CFP® certificants and graduates of the College’s professional designation and graduate degree programs:

The College for Financial Planning®—a Kaplan Company announces the introduction of Freedom Scholarships to be awarded to active duty U.S. military personnel and veterans to pursue professional designations, CFP® certification, and Master of Science degrees.

The barriers to success for those entering the financial advising field just got lowered by the College for Financial Planning®—a Kaplan Company, which has introduced a new Financial Advising Accelerator certificate program designed to jumpstart the careers of those new to the profession, or anyone in the early stages of their career who seeks to advance their business to the next level.

Athletes and entertainers today have increased opportunities to earn more money than ever before and at an even earlier age. To help those involved in their careers manage their wealth, the College for Financial Planning®—A Kaplan Company now offers specialized training with its Sports and Entertainment Accredited Wealth Management AdvisorSM or SE-AWMASM program, designed for financial planners, but also valuable for agents, lawyers, administrators, coaches, and other supporters.

Few institutions of higher education were founded on as clear a purpose as the College for Financial Planning®—a Kaplan Company. Now 50 years since its founding in 1972, the College is reflecting on the impact of its mission to develop and deliver premier, student-centered education and cutting-edge research to advance the field of financial planning and enable its students to make a difference in their clients’ lives.

To address the evolving definition of the American household, the College for Financial Planning®—a Kaplan Company, has relaunched its innovative Accredited Domestic Partnership Advisor® (ADPA®) professional designation program to enable financial professionals to gain specialized knowledge of alternative planning techniques for unmarried couples.

College for Financial Planning®—A Kaplan Company and Merrill Lynch Wealth Management today announced the creation of a new designation program for wealth advisors serving the specialized financial needs of professionals in the sports and entertainment industries. The Sports & Entertainment Accredited Wealth Management AdvisorSM or SE-AWMASM program is a first-of-its-kind professional designation from an accredited college that is designed to provide advisors with the training and knowledge to help these high-net-worth clients grow, preserve, and transfer their wealth.