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Retirement Planning | Insights
How Professional Credentials Connect to Financial Literacy
October 18, 2024
About The College Financial Planning | Press
The College Welcomes Jeffrey Levine as Professor of Practice
October 14, 2024
Diversity, Equity & Inclusion | Insights
2023 Women Working in Wealth SummitSM
The second annual Women Working in Wealth<sup>SM</sup> Summit celebrated extraordinary women and featured a dual-track program for professional development designed to advance gender parity in financial services.
March 10, 2023
March 10, 2023
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
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