What do you want to learn today?
About The College Diversity, Equity & Inclusion | Podcasts
Where Military and Financial Services Meet
September 23, 2024
Financial Planning | Insights
Learn About the Fundamental Principles of Tax Planning
With anticipation growing for the Tax Planning Certified Professional™ program, now is the perfect time to familiarize yourself with the fundamental principles of tax planning. Join Jeffrey Levine CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™ as he goes over this and more in Principles of Tax Planning for Financial Advisors, a new learning opportunity exclusively available on Knowledge Hub+!
August 09, 2024
August 09, 2024
Ethics In Financial Services Philanthropic Planning | Insights
How to View Ethics Through the Lens of Philanthropic Planning
Ethical decision-making is at the forefront of financial services, but that doesn’t mean that every decision is black and white. In a recent interview, Jennifer Lehman PhD, JD, CFP®, CAP® spoke with Azish Filabi JD, MA to discuss the ethical circumstances unique to those offering philanthropic planning services.
September 30, 2024
September 30, 2024
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.
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