What are the critical issues financial planners will have to address in the coming years to effectively help their clients? How do they engage in the practice of financial planning today and how might that change tomorrow? What is the perception of financial planning today?
These and other issues are the focus of Financial Planning in 2015: Today's Demands, Tomorrow's Challenges, conducted by the FPA Research and Practice InstituteTM (RPI).
This report aims to help financial planners better understand how their peers are engaging in the financial planning process, how they leverage resources, how technology may or may not play a role in the process, and how clients today perceive what financial planning is. The study also looked closely at these issues through the lenses of both Certified Financial Planner™ (CFP®) professionals and non-CFP® professionals.
