Partner Spotlight: fpPathfinder + College For Financial Planning

fpPathfinder is excited to announce its new partnership with the College for Financial Planning, a leader in financial education and professional development for aspiring CFP® professionals.

As part of this partnership, fpPathfinder will integrate its financial planning checklists, flowcharts, and summary guides into the College for Financial Planning’s CFP® Education and Exam Prep curricula. This collaboration will provide students with practical tools to translate their knowledge into real-world financial planning solutions, equipping them to lead more diligent and informed client conversations.

How It Works:

Select fpPathfinder checklists, flowcharts, and summary guides will be incorporated into the College for Financial Planning’s textbooks. Students will gain hands-on experience using these tools to address complex planning scenarios, enhancing their educational experience and preparing them for success as future financial professionals.

About fpPathfinder:

Founded in 2018, fpPathfinder aims to simplify the complexities of financial planning through its suite of checklists, flowcharts, and summary guides. These tools help financial advisors confidently navigate intricate planning decisions and provide clients with clear, actionable steps. For more information, visit www.fpPathfinder.com.

About the College for Financial Planning:

The College for Financial Planning is a leading provider of financial education, offering programs designed to prepare students for CFP® certification and other industry-recognized designations. With a strong emphasis on practical application and professional development, the College empowers financial professionals to succeed in their careers. For more information, visit www.cffp.edu.