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Insights & Resources

Follow emerging trends and dive into key financial topics with our expert-driven research, podcasts, webcasts, and more.

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Practice Management | Insights

How Clients Benefit From Designations

April 24, 2025

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Financial Planning Retirement Planning | Insights

How to Apply the Psychology of Investor Behavior

By Eric Ludwig

April 23, 2025

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Retirement Planning | Insights

Navigating Next Steps With Clients: Retirement Planning Checklist

By Steve Parrish

April 22, 2025

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Retirement Planning Special Needs Planning | Insights

Long-Term Care Strategies in Retirement Planning

April 16, 2025

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Financial professionals need practical, applicable continuing education covering the topics that matter most to their clients. That’s why The College has created Knowledge Hub+: a premium, subscription-based platform providing over 60 hours of CFP Board-approved CE from more than 35 top financial experts. Knowledge Hub+ will transform your CE experience and deliver on-demand insights designed to elevate your practice.

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Latest Episode

Retirement Planning in Volatile Markets

Eric Ludwig, PhD, CFP® and Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discuss how to protect clients’ retirement plans during market downturns.

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Featured Episode

Retirement Planning

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Listen and Learn

Women Working in Wealth

Empowering and Engaging Women in Financial Services

NextGen in 10

The Future of Financial Services and the Generation Shaping It

Wealth, Managed

Today’s Top and Trending Wealth Management Topics