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Diversity, Equity & Inclusion Practice Management | Podcasts

Empowering Clients Through Financial Planning

By Michael Finke

March 11, 2025

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About The College | News

News Roundup: February 16-March 6, 2025

March 07, 2025

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About The College | Press

Announcing The Retirement Course

March 05, 2025

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Philanthropic Planning | On-Demand Webcasts

Exploring Donor-Advised Funds as a Charitable Giving Vehicle

March 03, 2025

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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.

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Latest Episode

Empowering Clients Through Financial Planning

Michael Finke, PhD, CFP® and Jean Chatzky examine how to build strong client relationships.

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Featured Episode

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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