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Insights & Resources

Follow emerging trends and dive into key financial topics with our expert-driven research, podcasts, webcasts, and more.

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About The College From The President | Insights

The Power of Remembrance

By George Nichols III

May 22, 2025

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Practice Management | Insights

How to Prepare for the CFP® Exam

May 22, 2025

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Retirement Planning | Insights

Climbing the Retirement Mountain With Wade Pfau

May 22, 2025

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About The College Tax Planning | Insights

Celebrating the First Tax Planning Certified Professionals™

May 21, 2025

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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.

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Latest Episode

Planning for Healthcare Costs in Retirement

Lindsey Lewis, MBA, CFP®, ChFC® and Carolyn McClanahan, CFP® discuss how advisors and clients should approach healthcare conversations.

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Featured Episode

Retirement Planning

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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