The College for Financial Planning

Professional growth does not stop after earning a credential — it continues through leadership, service, and lifelong learning.

The Alumni Cross-Credential Award recognizes College for Financial Planning® alumni who have earned multiple credentials or designations while demonstrating a strong commitment to continued professional development and interdisciplinary expertise. This award celebrates alumni who continue investing in themselves, their clients, and the future of the financial planning profession.

Do you know an alumni whose dedication to growth and excellence deserves recognition?

📅 Nominations close July 17, 2026.
Learn more and submit your application: https://bit.ly/4uPNvt5

Big News! 🎉📰 We’re excited to launch the Professional Generational Wealth Transfer Advisor (PGWTA℠) designation program, designed to help financial advisors prepare for one of the most significant shifts in wealth management history.

The launch comes amid an estimated $124 trillion expected to transfer across generations over the next 20 years, reshaping how clients think about legacy, values, and long-term financial planning. The new PGWTA℠ designation from the College for Financial Planning equips advisors with expertise in:

✔️ Wealth transfer planning
✔️ Tax-efficient strategies
✔️ Risk management
✔️ Business succession planning
✔️ Strategic philanthropy
✔️ Family dynamics and intergenerational communication

With no prerequisites required, professionals can earn a respected industry credential while also creating pathways toward CFP® certification education requirements and advanced academic programs.

As Dirk Pantone, CPA, CFP®, President of the College for Financial Planning, notes, the Great Wealth Transfer is raising the bar for advisor expertise. With many heirs expected to change advisors after inheriting wealth, professionals must be prepared to deliver holistic, family-centered planning solutions.

Learn more and enroll today:

Generational Wealth Transfer Advisor Study Packages Kaplan's designation program for wealth transfer advisors can help you navigate the great generational wealth transfer and support lasting legacies.

The right education should feel connected to the work advisors do every day. 🎓

Explore our CRPC® program today!
https://www.kaplanfinancial.com/wealth-management/crpc

Did you know the new CFFP Alumni Awards recognize alumni across every stage of their professional journey?

Whether you are an experienced industry leader with 10+ years of impact or an emerging professional demonstrating strong leadership potential, the College for Financial Planning® Alumni Awards were designed to celebrate excellence across the profession.

Award Categories:
✨ Distinguished Alumni Legacy Award
✨ Outstanding Early Career Alumni Award
✨ Alumni Excellence in Mentorship Award
✨ Alumni Cross-Credential Award

Applications are reviewed on leadership, professional achievement, mentorship, continued growth, and contributions to the industry and community.

📅 Applications close July 17, 2026.
Learn more and submit your application: https://bit.ly/4uPNvt5

Our Merit Scholarship deadline is approaching!🎓

These scholarships support individuals with strong potential, outstanding achievement, and promise as future leaders in finance, financial planning, or financial analysis.

Apply before the deadline!
https://tinyurl.com/yn8dkr2p

Clients need retirement guidance they can trust. 📊

Our CRPC® program is designed to help advisors support retirement conversations with more clarity, structure, and specialized knowledge.

Explore the program today!
https://www.kaplanfinancial.com/wealth-management/crpc

CFP® certification can help financial professionals build credibility and advance their careers. 🎓

Join our upcoming webinar to learn why this credential matters and how it can support long-term growth in financial planning.

Save your seat today!
https://tinyurl.com/2y5t2jnu