“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
(Money.USNews.com)
(Investopedia.com)
(Investopedia.com)
(FA-mag.com)
(FA-mag.com)
(Journal of Financial Planning - Practice Management Blog)
Practice Management Articles/Blog Post
FPA member Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®
(Journal of Financial Planning - Practice Management Blog )
(Journal of Financial Planning - Practice Management Blog)
Reports
FPA Research and Practice InstituteTM (RPI) in partnership with Financial Advisor IQ
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