The Journal of Financial Planning and the Journal's Special Section, Next Generation Planner, 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:
OCTOBER 2021: TAX PLANNING
SUGGESTED DISCUSSION QUESTIONS:
Journal of Financial Planning
- COVER STORY: Regardless of residency, a state may tax a nonresident on income that has a “source” in that state, according to Eric Coffill. What processes do you have in place to account for all the jurisdictions where a client may owe taxes?
- FEATURE: Mass affluent clients may not need the sophisticated tax-efficient asset liquidation strategies that high-net-worth. Phil Lubinski, CFP®, recommends Roth IRA conversions as a leading tool for tax-efficient retirement income.
- COLUMN: Some investment managers are taking stock of clients’ allocations to emerging markets as underwhelming performance over the last decade makes the overlapping risks associated with these markets less appealing, according to Ryann Marotta, CFP®, CFA. Are emerging markets part of your clients’ diversification strategies?
- RESEARCH: Exley, Doyle, Snell and Campbell found that extraversion is positively correlated with financial risk-taking, while conscientiousness is positively correlated with financial literacy. How could you use clients’ personality characteristics to understand their behavior?
- RESEARCH: Exley, Doyle, Snell and Campbell warn that personality traits such as openness, conscientiousness, extraversion, agreeableness, and neuroticism, don’t exist in isolation. How have you seen clients’ overlapping or competing traits impact financial outcomes?
Next Generation Planner
- FEATURED ARTICLE: Trudy Turner, CPA/PFS, CFP®, CPWA, and Emma Cramm, CFP®, suggest consistency is an important part of networking. How are you making networking a part of your routine? How does your remote networking differ from in-person?
- FEATURED ARTICLE: Networking is a purposeful practice of building connections that help you provide value for your practice and your clients. Where do you look for these connections? In what ways do you reciprocate value for others in your network?
- YAFPNW: Chelsea Ransom-Cooper, CFP®, shared how her mother’s financial behaviors impacted her own. How did your upbringing impact your own money behaviors and how you talk to clients about their feelings about money?
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
SEPTEMBER 2021: REGULATORY UPDATE/ FIDUCIARY ISSUES
JFP Suggested Discussion Questions (PDF)
Cover Story: Retirement Account Rollovers: How to Comply with the DOL’s New Fiduciary “Rule”
Practice Management: How to Make the Most of Your CRM Investment
Longevity Column: The Importance of Managing Life-Stage Risks for an Aging Population
Special Report: How to Avoid Paying Higher Medicare Premiums the First Two Years After Retiring
Next Generation Planner: I Earned My CFP®, What Comes Next?
Next Generation Planner: Featuring Andrew Komarow, CFP®, AEP, AIF, BFA, CAP, CASL, ChFC, ChSNC, CLU, CNP, FSCP, REBC, RHU, RICP, WMCP
Next Generation Planner: You’re a Financial Planner…Now What? Helping Millennial Couples Align Their Money with Their Values
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
AUGUST 2021: BEHAVIORAL FINANCE
JFP Suggested Discussion Question (PDF)
Cover Story: How Life Changes Affect Client Behavior
Special Report: To Pay or Not to Pay: Student Loans and the CARES Act
Research: The Role of Personal Financial Salience
Research: How to Estimate “The End” of Retirement
Next Generation Planner: Pro Bono Work Alleviates More Than Financial Poverty
Next Generation Planner: My Career Path - Featuring Katrina Soelter, CFP®
Next Generation Planner: You’re a Financial Planner…Now What? Calling All Hands on Deck, No Matter What Your Role
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Connect.
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 Connect.
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 Connect.
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
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 Connect.
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 Connect.
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
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 Connect.
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 Connect.
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
WEBINAR: Journal in the Round: The Future of the Profession
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: Diversity and Inclusion
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Today’s Environment
Research: Self-Empowerment Among Widows: A Financial Planning Perspective
WEBINAR: Journal in the Round: Roth IRA Conversions for 2020 and Beyond
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
SEPTEMBER 2020: REGULATORY UPDATE
Cover Story: 2020 Regulatory and Advocacy Update
WEBINAR: Journal in the Round: Regulation – An opportunity, not a burden
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: Behavioral Finance
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: Becoming a Quarterback for Clients’ Longevity Planning Teams
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
JUNE 2020: TRENDS IN INVESTING
Cover Story: Surviving a Bear Attack
WEBINAR: Journal in the Round: Trends in Investing
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
MAY 2020: NEXT GENERATION OF PLANNERS AND CLIENTS
Cover Story: Real People, Real Career Paths
WEBINAR: Journal in the Round: Next Generation of Planners and Clients
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: Estate Planning
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: Client Trust and Communication
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Round: FinTech
Continue the Conversation: Discuss topics with fellow FPA members through our Knowledge Circles on FPA Connect.
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 Connect.
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 Connect.
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 Connect.
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 Connect.
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 Connect.
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.
