[CB3] DEPRECATED - 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?

Cyber security stock image
heart icon click to save

Practice Management | Insights

Keeping Clients Secure: Cyber Awareness for Advisors

August 04, 2025

Financial advisor meeting with female client
heart icon click to save

Ethics In Financial Services | Insights

Championing Financial Advisors to Build Client Trust

July 28, 2025

Paul Caspersen
heart icon click to save

About The College | Press

Welcome Paul Caspersen, CFP®, AEP®, MS!

July 23, 2025

knowledge hub
heart icon click to save

About The College | News

News Roundup: July 3-17 , 2025

July 17, 2025

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

How to Talk to Your Clients About Retirement Income Planning

Eric Ludwig, PhD, CFP® and Justin Fitzpatrick, PhD, CFA, CFP® discuss how to be a better planning partner to your clients.

Watch 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