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​​FPA Research and Practice Institute to clarify trends and gaps in the business of financial planning

DENVER – The Financial Planning Association® (FPA®) announced today the establishment of the FPA Research and Practice Institute to conduct original research that will generate unique tools and customized resources to help FPA members transform their businesses.

Financial planning professionals today seek opportunities to grow and improve their practices in an ever-changing landscape. The evolution of the planning profession, increasing nature of regulation, fast-paced growth in technology, and increasing need to identify quality personnel can make it challenging to achieve desired professional and business goals. The FPA Research and Practice Institute will provide answers to the pressing questions that will help members prosper in today’s challenging financial services landscape.

The FPA Research and Practice Institute’s inaugural project is a collaboration with New York-based Advisor Impact on an industry-wide study to gather in-depth insights regarding practice related needs, gaps and interests. The research results will become the basis for quarterly studies, detailed reports and whitepapers for members to access exclusively. The information will enable firms to gain insights on their own operations and personnel, while also receiving recommendations for business improvement.

“FPA is the membership organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals. Our members are working hard to be extraordinary advisors and build successful businesses,” said Lauren Schadle, CAE, FPA executive director and CEO. “Through targeted business research specific to the planning community, the FPA Research and Practice Institute will provide our members with greater clarity on the business challenges and opportunities facing today’s planners and a better understanding of what they can do to achieve a higher level of effectiveness and prosperity.”

For many advisers, simply having access to the information will be helpful, but for others they will need content that shows them how to make impactful modifications to their businesses. To this end, FPA will utilize the research in developing educational tools, resources and programs that will walk members through processes for addressing their business challenges while capitalizing on strengths.

“We are confident that this new initiative will position FPA as the go-to resource for CFP® professionals and their staff looking to build successful businesses,” added Ms. Schadle.

Research reports and whitepapers will be made available to members of the media upon request.