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?

Headshot of Marco Williams
heart icon click to save

Practice Management Wealth Management | Insights

FinServe Ambassador Points to Power of Personal Relationships in Business

August 30, 2024

Challenging Gender and Racial Disparities
heart icon click to save

Diversity, Equity & Inclusion | On-Demand Webcasts

Exploring the Wealth Gap and Strategies to Combat It

August 27, 2024

Shares Podcast Logo
heart icon click to save

Retirement Planning | Podcasts

Shares: Securing RMDs in Retirement Planning

By Eric Ludwig

August 26, 2024

knowledge hub
heart icon click to save

About The College | News

College News Roundup: Week of August 19, 2024

August 26, 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

Securing Your RMDs

Eric Ludwig, PhD, CFP® joins Denise Appleby for a discussion of recent SECURE 2.0 Act changes to retirement planning, including RMDs and plan beneficiaries.

Listen Now Opens in new tab
Shares Podcast logo

Featured Episode

Retirement Planning

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