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Skip Navigation LinksOneFPA > Business Success > Research and Practice Institute

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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) provides answers to the pressing questions that will help members prosper in today's challenging financial services landsca​​pe.


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.​​


​​​​ ​2018 Trends in Investing​2018 Successi​​​​on Challenge​​​2017 Trends In Investing​​​​​​​2016 Cybersecurity Report​​​​​​​2016 ​Trends in Investing​2016 Trends in Practice Management​​​​​2015 LinkedIn/FPA ​Leveraging Socal M2015 AARP/FPA ​Social Security Planning​​​​​​2015 LifeCare/FPA Financial Confidence of American Workers Survey​​​​​​​20​15 Trends in Investing Survey2015 Trends​ in Adviser Compensation ​and ​Benefits Study​​2014 Time Management and Productivity Study2014 Trends in Investing Survey2014 Trends in Client Communication Study2014 Drivers of Business Growth Study2013 Future of Practice Manage​ment Report​​​