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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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Diversity, Equity & Inclusion | Insights

Thank You From Our Scholars

October 21, 2024

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About The College | Insights

FinServe Network Convenes for 2024Summit

October 21, 2024

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Retirement Planning | Insights

How Professional Credentials Connect to Financial Literacy

October 18, 2024

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About The College Financial Planning | Press

The College Welcomes Jeffrey Levine as Professor of Practice

October 14, 2024

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SUBSCRIBE NOW: CE ON-DEMAND

Introducing Knowledge Hub+: A One-Stop CE Shop

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

How Diversity Enhances Financial Services

Lindsey Lewis, MBA, CFP®, ChFC® welcomes Anna N’Jie-Konte and Vanessa Martinez for a conversation on the SER Latin@ Summit.

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Featured Episode

Representation

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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