cb3 tertiary banner

Insights & Resources

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

What do you want to learn today?

Gen Z, financial services, survey, research
heart icon click to save

Diversity, Equity & Inclusion | Insights

Generation Z Employment Insights Survey

By Alisha Cook

June 14, 2024

Troopathon logo banner
heart icon click to save

Diversity, Equity & Inclusion | Insights

Military Support Groups

June 14, 2024

Resource Group Consortium Panel
heart icon click to save

Diversity, Equity & Inclusion | Insights

Military Resource Group Consortium’s First Quarterly Webinar

June 12, 2024

Attendees at MilkMoneyCon
heart icon click to save

Diversity, Equity & Inclusion | Insights

Attendance at MilMoneyCon

June 12, 2024

cb12 repeater

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.

Learn More
Knowledge Hub + Logo
cb11 podcast teaser

Latest Episode

The Future of Financial Advice

Jared Trexler speaks with Derek Notman, CFP® of Couplr.AI about The College’s recent partnership with Couplr and the role of technology in enhancing the profession.

Listen Now Opens in new tab
Shares Podcast logo

Featured Episode

Specialized Knowledge

cb26 cta grid - v2

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