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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

  • Can the 529 ABLE account be expanded to include Opioid Use Disorder as a qualified disability?  It is worth considering. Prior to June 2018, the Whatcom County Sherriff’s office had a policy of denying individuals suffering from opioid use disorder ...

  • New Jumbo Reverse Mortgage Options for 2019 Home owners have 5 new jumbo reverse mortgage options for 2019. In the Spring of 2018, homeowners with considerable equity, and homes worth over $900,000 had one jumbo reverse mortgage choice: a fixed ...

  • Hello, The Reverse mortgage world has really changed in the last little bit. It used to be that only the FHA insured HECM (Home Equity Conversion Mortgage). Now, there are Jumbo Reverses with loan amounts up to $4,000,000.00. This loan can be a fixed ...

  • 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 ...