FPA PUBLICATIONS: Study Groups

The Journal of Financial Planning and Next Generation Planner (recently moved to a special section within the Journal for easier access) are great resources for getting chapter members together and encouraging potential members to join.  

If your chapter is organizing a study group and would like to provide additional links to individual articles (accessible by both FPA members and non-members) in your invitations or study materials, contact Colin Erickson​ for more information. Please include the titles, dates, and author(s) of the specific articles being requested​. ​​

CLICK HERE FOR TIPS ON FACILITATING AN ONLINE STUDY GROUP


Suggested Study Group topics, articles, and resources: ​

 

JULY 2021: HEALTHCARE AND AGING PLANNING

JFP Suggested Discussion Question (PDF)

Cover Story: ​The Convergence of Healthcare and Financial Planning

Your Practice: The Intersection of Health and Wealth: An Opportunity for Advisers to Deepen Relationships and Extend Their Services

Special Report: Data-Based Approach to Engaging Clients in a Discussion of Long-Term Care

Research: The RISK that Households Take: A Behavioral Variable Worth Watching

Next Generation Planner: The Essential Starting Point for a Financial Adviser’s Marketing Efforts
Next Generation Planner: Consider Your Past to Determine Your Niche

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

JUNE 2021: TRENDS IN INVESTING

JFP Suggested Discussion Question (PDF)

Cover Story: ​Learn, Listen, and Lead on Cryptoassets

Investment Planning: The Time for ESG Investing is Now

Next Generation Planner: The Role of your Professional Organization in Advocacy
Next Generation Planner: What Advocacy Issues are Most Important to You and Why?

Diversity, Equity, and Inclusion: Become an Advocate—Not Just an Ally—for the LGBTQ Community All Year Long

Special Report: Future Investment Returns on Housing are Stark

Research: Financial Self-Efficacy and Retirement Preparation

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 
MAY 2021: NEXT GENERATION OF PLANNERS AND CLIENTS

JFP Suggested Discussion Question (PDF)

Cover Story: ​Paths into Planning

Leadership: Use Leadership Skills That Apply to Behavioral Economics to Avoid the Sunk Cost Fallacy

Next Generation Planner: 3 Guidelines for a Successful Social Media Strategy

Special Report: Social Security Claiming Strategies for Singles and Their Implications for Couples

Research: Understanding the Intersection Between Style Exposure, Sector Rotation, and the Business Cycle

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​
 

APRIL 2021: ESTATE PLANNING

JFP Suggested Discussion Question (PDF)
Next Generation Planner Suggested Discussion Questions (PDF)

Cover Story: ​Estate Planning Insights in the Age of COVID-1

Financial Literacy: Financial Literacy Education Is About Choices

Tax Planning: The American Rescue Plan Act Is Loaded with Tax Planning Opportunities for 2020 and 2021

Research: Facilitating Virtual Client Meetings for Money Conversations: A Multidisciplinary Perspective on Skills and Strategies for Financial Planners

NGP Featured Article: A Glimpse into the Flat-Fee Model

NGP Article: How to Have the ESG Conversation

NGP Tips: What are some misconceptions about fee models and how would you debunk them?

NGP Podcast: You’re a Financial Planner, Now What? Charge What's Fair

Online Discussion:     JOURNAL IN THE ROUND: The Planning Implications of the American Rescue Plan Act | April 28, 2021  |  12:00PM (MDT) | 60 minutes

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

MARCH 2021: CLIENT TRUST AND COMMUNICATION

JFP Suggested Discussion Question (PDF)

Cover Story: ​Mediation Techniques for Financial Planners

Client Trust and Communication: Build on Success: 4 Steps to More Client Loyalty and Increased Trust

Research Roundup: Research-Based Approaches: Thinking Beyond the Financial Facts and Examining the Gender Pay Gap

Special Report: The Minuses of PLUS Loans: Advising Parents on College Borrowing Decisions

Research: A Comparison of the Tax Efficiency of Decumulation Strategies

Online Discussion:     JOURNAL IN THE ROUND

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

Next Generation Planner: March 2021 Digital Edition
Next Generation Planner: Suggested Discussion Questions (PDF)

 

FEBRUARY 2021: FINTECH

JFP Suggested Discussion Question (PDF)

Cover Story: ​The Pandemic’s Impact on FinTech

Q&A: Dani Fava on the Involuntary Tech Revolution, Artificial Intelligence, and Asking Questions 

Practice Management: Succession Planning Is About More Than Retirement

Operations: How to Systematize Process Audits Annually

Marketing: Why Marketing and Communications Is Vital to Your Practice’s Sustainability and Growth During the Pandemic

Research: Education, Career Choice, and Financial Planning: Implications for Financial Planners

Online Discussions: DRINKS AND DISCUSSION       "ASK THE AUTHORS" DISCUSSION

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

Next Generation Planner: February 2021 Digital Edition
Next Generation Planner: Suggested Discussion Questions (PDF)


JANUARY 2021: COLLEGE PLANNING

JFP Suggested Discussion Question (PDF)

Cover Story: ​How to Think…About College Planning in a Pandemic

Practice Management: Creating Transparency for Families in the College Funding Process 

Special Report: 2020 Personal Finance Year in Review

Research: No Debt is an Island: Exploring Strategies with Reverse Mortgages

Online Discussions: DRINKS AND DISCUSSION       "ASK THE AUTHORS" DISCUSSION

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

Next Generation Planner: January 2021 Digital Edition
Next Generation Planner: Suggested Discussion Questions (PDF)


DECEMBER 2020: THE FUTURE OF THE PROFESSION

JFP Suggested Discussion Question (PDF)

Cover Story: ​FUTURE TENSE:  Post-COVID-19 Future of Financial Planning

Cover Story: The Financial Planning Career Path of the Future

Column: Optimizing Client Options for Peace of Mind

Research: The Roth/Pretax Decision in Late Career Years: The Increasing Importance of Accumulated Assets in Light of the SECURE Act

WEBINAR: Journal in the Roun​d: The Future of the Profession

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

Next Generation Planner: December 2020 Digital Edition
Next Generation Planner: Suggested Discussion Questions (PDF)

 

NOVEMBER 2020: DIVERSITY AND INCLUSION

JFP Suggested Discussion Question (PDF)

Cover Story: ​Why Aren’t We Making More Progress On Diversity and Inclusion?

Observer: Strategies for Your Firm's Diversity and Inclusion Program

Q&A: Rachel J. Robasciotti on Building a Diverse Firm, Wealth Redistribution, and Adasina Social Capital

WEBINAR: Journal in the Roun​d: Diversity and Inclusion

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

Next Generation Planner: November 2020 Digital Edition
Next Generation Planner: Suggested Discussion Questions (PDF)


OCTOBER 2020: TAX PLANNING

Cover Story: ​How to Add Tax Alpha in Todays Environment

Research​: Self-Empowerment Among Widows: A Financial Planning Perspective

WEBINAR: Journal in the Roun​d: Roth IRA Conversions for 2020 and Beyond

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

SEPTEMBER 2020: REGULATORY UPDATE

Cover Story: ​2020 Regulatory and Advocacy Update

Research​: Utilizing What We Know About Tele-Mental Health in Tele-Financial Planning: A Systematic Literature Review

WEBINAR: Journal in the Roun​d: Regulation – An opportunity, not a burden

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​


AUGUST 2020: BEHAVIORAL FINANCE

Cover Story: ​22 Behavioral Nudges to Optimize Client Outcomes

Research​: Women, Wealth, and Demand for Financial Planning Services

WEBINAR: Journal in the Roun​d: Behavioral Finance

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

JULY 2020: HEALTH AND AGING PLANNING

Cover Story: ​Making the Transition from Financial Planning to Longevity Planning

Research​: Identifying What Investors Value in a Financial Adviser: Uncovering Opportunities and Pitfalls​

WEBINAR: Journal in the Roun​d: Becoming a Quarterback for Clients’ Longevity Planning Teams

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

JUNE 2020: TRENDS IN INVESTING

Cover Story: ​Surviving a Bear Attack

Research​: Exploring the Financial Planning Decisions Related to Greater Access to Retirement Funds Via the CARES Act

WEBINAR: Journal in the Roun​d: Trends in Investing

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

MAY 2020: NEXT GENERATION OF PLANNERS AND CLIENTS

Cover Story: ​Real People, Real Career Paths

Research​: Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being

WEBINAR: Journal in the Roun​d: Next Generation of Planners and Clients

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

APRIL 2020: ESTATE PLANNING

Cover Story: ​Estate Planning Update: From a Basic Planning Framework to Advanced Planning Guidance

Research​: The Financial Impact of Not Using 529 Plans, and Behavioral Interventions to Increase Usage

WEBINAR: Journal in the Roun​d: Estate Planning

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

MARCH 2020: CLIENT TRUST AND COMMUNICATION

Cover Story: ​Anatomy of an Exquisite Meeting

Column​: Building Trust in an Increasingly Skeptical World

WEBINAR: Journal in the Roun​d: Client Trust and ​Communication​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

FEBRUARY 2020: FINTECH

Cover Story: ​Fintech: What to Expect in 2020 and Beyond

Practice Management: 3 Steps for Building a Tech Stack to Deliver Financial Wellness

WEBINAR: Journal in the Roun​d: FinTech​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

JANUARY 2020: COLLEGE PLANNING

Cover Story: ​Expand Your Expertise to Student Loan Planning: The Gateway to Attracting Your Next Generation of Clients

Practice Management:  Are You Doing All You Can to Help Clients with College Savings?

WEBINAR: Journal in the Round: College Planning

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

DECEMBER 2019: FUTURE OF THE PROFESSION

Cover Story: Future Firm, Future Planner

Special Report: From Theory to Practice

WEBINAR: Journal in the Round: What Does the Financial Planning Future Hold? 

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

NOVEMBER 2019: TAX PLANNING

Cover Story: Start 2019 Year-End Tax Planning with the 2018 Form 1040​

Contribution: College Savers: What Is the Expected Tax Alpha of 529 Plans?

WEBINAR: Journal in the Round: Planning for Tax Planning​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

 

OCTOBER 2019: NEXT GENERATION OF PLANNERS AND CLIENTS

Cover Story: Blaze Your Own Trail - NexGen Planners: You Can Create the Business You Want

Diversity and Inclusion: Pursuing a Career in Financial Planning: Your Questions Answered

WEBINAR: Journal in the Round: 12 Career Paths in Financial Planning

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​. ​

SEPTEMBER 2019: REGULATORY UPDATE

Cover Story: CFP Board Code and Standards: Your Questions Answered

Cover Story: Take a Deep Dive into the SEC’s Investment Advice Rule Package

WEBINAR: Journal in the Round: Deconstructing the SEC's New Rule Package​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA C​​onnect​

 

AUGUST 2019: BEHAVIORAL FINANCE

Cover Story: Overcome Behavioral Biases with the “As-If Retirement”​

Contribution: Financial Planning with Ambiguous Loss from Alzheimer's Disease: Implications, Applications, and Interventions​​

WEBINAR: Journal in the Round: Guiding Clients through Ambiguous Loss​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect​


​JULY 2019: MARKETING

Cover Story: Blog, Video, and Podcast Your Way to More Clients: Success Stories from Planners Who Are Doing It Right

10 Questions: Matt Ledoux on Daring to Sound Different and Why You Need to Get on Instagram

Column: ​This LinkedIn Marketing Tactic Can Backfire

WEBINAR: Journal in the Round: Doing Online Content Right to Gain More Clients

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect​

JUNE 2019: TRENDS IN INVESTING​

Cover Story: Should Cryptoassets Be a Part of a Client’s Portfolio?​

Special Report: 2019 Trends in Investing Survey Results ​​​

Full Report: 2019 Trends in Investing​​​

WEBINAR: Journal in the Round: Exploring Cryptoassets for Clients​​

Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect​