Sign In

Skip Navigation LinksOneFPA > Business Success > New to the Profession > Career Resources by Phase

Take a look at resources offered to ​students pursing financial planning careers

IMG_7993.jpg

 ​Young Professionals visit our pages to learn how we support planners early in their careers

african american woman smiling with collegues in background.jpg

Start off on an different path, visit the ​Career Changer page

career changer.jpg

Expanding your practice or review resources​ on the 

Manager/Senior Lead page

IMG_8010.jpg


​“The best way to predict the future is to create it.” 

Abraham Lincoln​​

People​ discover careers in the financial planning profession via different journeys. For some, the spark is lit while in college. For others, after pursuing other careers, they transition into the financial planning profession. 


Regardless of journey, there is an infrastructure to support you. FPA has an abundance of resources including peer groups, educational courses, conferences and publications. Our goal is that members find value and benefit from our array of resources and activities at every phase of their careers. 

Career-Related Articles  

3 Things to Consider If You Want to Be a Financial Advisor

(Money.USNews.com​)
​​

Career Tips for Women Who Aspire to be Advisors​​ 

(Investopedia.com)


Is A Career In Financial Planning In Your Future?​​​ 

(Investopedia.com​)


More Minority Advisors Needed, Survey Says​​ 

(FA-mag.com)


Male-Dominated Financial Industry Has To Change, Says Corporate Insight​ 

(FA-mag.com​)


Beyond Boredom: 3 Steps for Refocusing Your Career​​ 

(Journal of Financial Planning - Practice Management Blog​)


Practice Management Articles​/Blog Post

Is Buying A Financial Planning Practice A Good Way To Start As A Financial Planner?​

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


Should You Keep a Hand in the Business When You Retire?​

(Journal of Financial Planning - Practice Management Blog )


As Industry Moves Toward Ensembles, Still Plenty Reasons to Fly Solo​​

(Journal of Financial Planning - Practice Management Blog)


Reports

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​2015 Trends in Adviser Compensation and Benefits Study​​

FPA Research and Practice InstituteTM (RPI) in partnership with Financial Advisor IQ


2015 Trends in Investing Survey​​​

FPA Research and Practice InstituteTM (RPI) in partnership with Financial Advisor IQ​


Programs

FPA MentorMatch

PPA serves the needs of MentorMatch participants by pairing them with a willing mentor focused on advancing the member’s personal career goals. Members are matched with a fellow FPA colleague based on professional skills that the mentee wants to acquire and that the mentor has to offer. ​






Career Development