Kaplan Financial Education’s Post

In The College for Financial Planning's 2024 Survey of Trends, CFP® professionals lead in career satisfaction, confidence in speaking with clients and the impact of certification on growing their client base. That's why It's Gotta Be A CFP®. CFP Board #CFPPro #financialplanning

📣 Financial advisers, quick tip. Make the most of this content this week. 📣 It's Financial Planning week, if you are a member of FAAA, every year they share this report, infographics and social graphics for you to repurpose. Post on your socials, email your clients & prospects and share the report on your website. Shout-out if you need help to quickly make this happen. #FAAAFPWeek24 #WFPD2024

SO fun to write the lead article for the Next Gen Planner section of the Journal of Financial Planning! As financial advisors, our goal is to help our clients improve their financial wellness...but everyone's situation is unique and it can sometimes to be hard to track progress towards financial well-being. Check out my article for some creative ways to measure progress, apart from simply tracking portfolio performance, so you can provide motivation and encouragement that's tailored to your client. Financial Planning Association (FPA) FPA NexGen

In celebrating financial planning week, we are pleased to see the Financial Advice Association Australia (FAAA) confirm what we have known for many years - that advised Australians say they are better off than those who are unadvised! In research just released, the FAAA found that advised clients enjoy a higher quality of life, more financial confidence and experience less financial stress. #sherlockwealth #financialadvice #financialplanning #wealthmanagement

🎉 Elevate your financial literacy this April! 📈 Join us on April 23, 2024, at 1 pm ET for our exclusive webinar. Gain insights into market trends, portfolio performance, and more. Earn 1-hour CE credit for CFP, CIMA®, and CPWA® qualifications. Reserve your spot now: https://hubs.la/Q02sqqjs0 #FinancialLiteracyMonth #Webinar #InvestingInsights 🚀💰

Our article on Retiring Comfortably was published in the Financial Planning Association (FPA) SmartBrief Newsletter. You can read the article here: https://lnkd.in/e-He5kYS

CFP® professionals, are you looking to stay ahead in the ever-evolving world of financial planning? CFP Board's Industry Insights page is your go-to resource for the latest trends, research and data. Learn how to navigate the complexities of today’s market and better serve your clients: https://lnkd.in/e6f_XSxa #CFPpro #FinancialPlanning  

Hopefully, Industry Insights will offer the #CFPpro a look at economics-based financial planning methods. The approach is key to decision-making and money is too important to households to ignore it.

Unlock clarity in your financial journey with our Expert Financial Analysis (EFA). 🗝️ Contact an Experior associate today to receive your complimentary EFA and gain valuable insights into your financial landscape. https://buff.ly/3w3EAdS 💼 #ExpertFinancialAnalysis #FinancialClarity #ExperiorFinancialGroup 💡

I'm excited to share my latest publication - a recent study on developing good financial habits has been published. Several of my K-State Personal Financial Planning Program colleagues (Ashlyn Rollins-Koons, Ph.D., CFP®Gregory Anderson, CFP®, MBA Nathan Collier MBA, CFP®Blake Gray) and I researched the crucial balance between financial knowledge and the development and maintenance of healthy financial behaviors like saving for the future. It builds on previous research by Rha et al.(2006) that used the behavioral lifecycle hypothesis to examine the relationship between self-control and savings. https://lnkd.in/gGGDPzzp