New to the Profession Career Development Resources

Read timely financial planning articles in the award-winning Journal of Financial Planning

Find content for everyday practice on our

Practice Management Resources page

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Grow Your knowledge, practice and expertise through the FPA Professional Development Learning Center

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Connect with your peers, and engage in conversations on a variety of topics on FPA Connect Communities

Career Stage:
FPA is the association for all CFP® professionals. It is committed to helping members at every phase of their careers. Learn more about these resources.

Become a Certified Financial Planner (CFP®) Professional:

Find information about entering the profession including but not limited to finding an education program, educational requirements, exam dates, etc. on the Certified Financial Planner Board of Standards, Inc. website.

Discover how FPA assists those on the path to becoming CFP® practitioners.

Save money on the CFP® Exam and preparation materials through the FPA Member Advantage Program. Be sure to check out additional services members are saving money on including E&O insurance, personal insurance, and back office.

Articles/Blog Entries:

Five Most Effective Ways to Invest in Your Career
(Forbes.com)

Advisor? Planner? Broker? What Financial Titles Really Mean
(nerdwallet)

Take Charge of Your Professional Development
(Money.USNews.com)

Is This the Financial Planner of the Future
by FPA member Caleb Brown, CFP®

Caleb Brown on Career Paths, Hiring Mistakes, and Advice for New Grads
(Journal of Financial Planning)

The New Challenge In Training The Next Generation Of Financial Planners
by FPA member Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®

How to Get Your First Job in Financial Planning
(XY Planning Network)

Books:

Getting Started as a Financial Planner (Bloomberg)
by FPA staffer Jeffrey H. Rattiner

The Complete Idiot's Guide to Success as a Personal Financial Planner
by FPA member John Napolitano, CFP®, CPA, PFS, MST

So You Want to Be a Financial Planner: Your Guide to a New Career, 7th Edition
by FPA member Nancy Landon Jones, CFP®

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial)
by FPA member Deena B. Katz, CFP®

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
by FPA member Harold Evensky, CFP®, AIF®

Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
by FPA member David J. Drucker, MBA, CFP®

Career Development

OneFPA > Business Success > New to the Profession > Career Development Resources

​Read timely financial planning articles in the award-winning ​​Journal of Financial Planning​​​

Find content for everyday practice​ on our

​​Practice Management Resources page

Grow Your knowledge, practice and expertise through the FPA Professional Development Learning Center

Connect with your peers, and engage in conversations on a variety of topics on ​FPA Connect Communities​​​

​Five Most Effective Ways to Invest in Your Career​​

(Forbes.com) ​​​Advisor? Planner? Broker? What Financial Titles Really Mean​(nerdwallet)

Take Charge of Your Pr​ofessional Development​​​​​​​

(Money.USNews.com)

​Is This the Financial Planner of the Future​​​​​

by FPA member Caleb Brown, CFP®

Caleb Brown on Career Paths, Hiring Mistakes, and Advice for New Grads​​

(Journal of Financial Planning​​​​)

The New Challenge In Training The Next Generation Of Financial Planners

by FPA member Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®​

How to Get Your First Job in Financial Planning​​​

(XY Planning Network)​​​​

Getting Started as a Financial Planner ​​(Bloomberg)

by FPA staffer Jeffrey H. Rattiner

The Complete Idiot's Guide to Success as a Personal Financial Planner​

by FPA member John Napolitano, CFP®, CPA, PFS, MST

So You Want to Be a Financial Planner: Your Guide to a New Career, 7th Edition​

by FPA member Nancy Landon Jones, CFP®

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial)​

by FPA member Deena B. Katz, CFP®

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)

by FPA member Harold Evensky, CFP®, AIF®

​Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours ​​​​

by FPA member David J. Drucker, MBA, CFP®​​

Read timely financial planning articles in the award-winning Journal of Financial Planning

Find content for everyday practice on our

Practice Management Resources page

Connect with your peers, and engage in conversations on a variety of topics on FPA Connect Communities

Five Most Effective Ways to Invest in Your Career

(Forbes.com)

Advisor? Planner? Broker? What Financial Titles Really Mean
(nerdwallet)

Take Charge of Your Professional Development

Is This the Financial Planner of the Future

Caleb Brown on Career Paths, Hiring Mistakes, and Advice for New Grads

(Journal of Financial Planning)

by FPA member Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®

How to Get Your First Job in Financial Planning

(XY Planning Network)

Getting Started as a Financial Planner (Bloomberg)

The Complete Idiot's Guide to Success as a Personal Financial Planner

So You Want to Be a Financial Planner: Your Guide to a New Career, 7th Edition

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial)

Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

by FPA member David J. Drucker, MBA, CFP®