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​​Practice Management Resources page

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Articles/Blog Entries​

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


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

by FPA member Caleb Brown, CFP®

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)​​​​

Financial Planning Careers​ (Books)​​

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

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

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® professional​s

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. 

Career Development