Community Home


  • 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. ​​


Latest Shared Files

Log in to see this information

Either the content you're seeking doesn't exist or it requires proper authentication before viewing.

Community Blogs

  • I was wondering if anyone has any ideas on re-branding and/or a firm or coach they have used that has assisted in this.  I'm a CFP and have decided to completely re-brand and therefore re-market my financial planning firm.  Any help would be appreciated.  ...

  • My broker-dealer just allowed me to start charging fees for advice.  I think this is great but I'm not sure what I should be charging.  I can charge by the hour or retainer if I see fit.  I have 16 years in the business.  Any guidance on this anyone?

    1 person likes this.
  • Written by Schwab Trading Services in 2016 with a couple of edits by Ian Schaff for 2018 Full Count: How Pitchers & Traders Are Alike Baseball season is April 1st to the beginning of October 1st. So what does the guy on the mound have in common ...

    1 person likes this.
  • Please be aware ... (1) The U.S. Department of Labor's rules have only been  partially  delayed (now, until July 2019). (2) While changes to the rules are expected before they are fully put into effect, including new or modified "streamlined" ...

  • I have a client whose 2 sons (ages 2 and 4) are set to inherit around $4M each in two years.  The parents only concern is what is best for the kids long term.  They just met with and estate planning attorney who is encouraging them to put the money into ...