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  • Welcome to the Professor Forum!

    ​This online community is a space specifically for professors to engage with professors to share and receive relevant information that will help you engage your students as they work toward a career in financial planning.

    Create the conversations and focus on the topics most pertinent to you. Start a new discussion with your fellow professors today. ​​

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Community Blogs

  • A short summary of the OCIE's recommendations after reviewing 75 financial firms' cybersecurity programs. In 2017, the SEC’s Office of Compliance Inspections and Examinations (OCIE) looked at 75 financial firms to get an update on ...

  • Navigating the world of compliance consulting doesn’t have to a chore. Learn the top three things to look for in a compliance consultant. If you’re responsible for finding a compliance consultant or hiring a compliance professional to ...

  • Financial planners share a common challenge:   help clients fund current lifestyle without spending down retirement savings too quickly . Home equity solutions may help planners  improve the odds that their clients will not outlive their money. Here ...

  • Those who delay starting Social Security can get up to 75% more than those who apply early, but how do clients bridge the income gap? Retirement income planning always revolves around the question: how much can I take out and how long can I make it ...

  • Is this the best quote on the importance of retirement income planning?   " When your outflow exceeds your income, your upkeep becomes your downfall ." The three biggest retirement expenses according to U.S. News & World Report are  housing, health ...