To help you become the best planner you can be, we've rounded up information and resources for our most popular topics that will help you support your clients. Stay tuned—new topics will be added each month!
FPA Content Round-Up
Become Fluent in FinTech
Understand how the latest software, systems, big data, and AI are impacting the planning process and financial planning firms.
Become a College Funding Expert
Access information and resources that will help you clear up the confusion around college funding and guide families through this complicated process.
Master the Art of Client Trust and Communication
Get resources to enhance your communication skills and increase client trust.
What You Need to Know About Estate Planning
Learn how you can empower your clients to finalize their estate plans.
Insights into the Next Generation of Planners and Clients
Learn how to grow as a NexGen planner and adapt to the needs of NexGen clients.