by FPA member Caleb Brown, CFP®
(Journal of Financial Planning)
by FPA member Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®
(XY Planning Network)
Financial Planning Careers (Books)
by FPA staffer Jeffrey H. Rattiner
by FPA member John Napolitano, CFP®, CPA, PFS, MST
by FPA member Nancy Landon Jones, CFP®
by FPA member Deena B. Katz, CFP®
by FPA member Harold Evensky, CFP®, AIF®
by FPA member David J. Drucker, MBA, CFP®
Becoming a Certified Financial Planner (CFP®)
Obtain helpful resources about entering the profession, including but not limited to finding an education program, educational requirements, exam dates and etc.
Access a variety of study options, online learning systems, instuctor-led reviews and more
Learn about their offerings of license exam prep, professional development, and CE programs for the insurance, securities, and financial planning industries
Read about they can assist with exam preparation to individuals seeking a professional license such as Series 7, a designation such as ChFC® or a certification such as CFP®
Read how FPA assist those on the path to becoming CFP® professionals
Looking for a discount on educational and practice management resources?
FPA Members are encouraged check out the Member Advantage Program to learn about a variety of discounts offered by our partners.
Career Development Resources Grouped by Career Level
FPA is the association for all CFP® professionals. As such, it is committed to assisting members at every phase of their careers.