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CFP Education

Continuing education resources designed to help advisors deepen expertise and better serve clients.

All CFP Education Posts

What the One Big Beautiful Bill Means for Advisors and Clients (CFP® CE Eligible)

2 min read Jul 8, 2025

Taxes in Retirement: Planning Strategies That Protect Legacies (CFP® CE Eligible)

2 min read Jul 8, 2025

The Ins and Outs of Gifting (CFP® CE Eligible)

2 min read Jun 18, 2025

How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)

2 min read Jun 8, 2025

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