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 complexities in the practice of financial planning can make it challenging to achieve desired professional and business goals. The FPA Research and Practice InstituteTM (RPI) will provide answers to the pressing questions that will help members prosper in today's challenging financial services landscape.
RPI conducts original research on profession-related and business-centric topics and issues. Detailed analyses, reports, whitepapers and resources, based on the research, are made available to financial planning professionals to help them identify and address their business gaps and enhance the body of knowledge for CFP® professionals.
FPA utilizes the research in developing educational tools, resources and programs that will walk members through processes for addressing their business challenges while capitalizing on strengths. Check back often as reports, whitepapers and tools will be added.
2017 Trends In Investing2016 Cybersecurity Report2016 Trends in Investing2016 Trends in Practice Management2015 LinkedIn/FPA Leveraging Socal Media2015 AARP/FPA Social Security Planning2015 LifeCare/FPA Financial Confidence of American Workers Survey2015 Trends in Investing Survey2015 Trends in Adviser Compensation and Benefits Study2014 Time Management and Productivity Study2014 Trends in Investing Survey2014 Trends in Client Communication Study2014 Drivers of Business Growth Study2013 Future of Practice Management Report
Research reports and whitepapers will be made available to members of the media upon request. If you are a member of the media, please contact FPA Public Relations Director
To discuss opportunities to partner with FPA for customized, firm-specific research, please contact