Journal of Financial Planning

With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal's content is dynamic, innovative, thought-provoking, and directly beneficial to you in your work. Each month, this page will be updated with content from the latest edition of the Journal of Financial Planning.

Journal of Financial Planning - Next Generation of Planners and Clients

May 2020  I  Volume 33  I  Number 5

Welcome to the May 2020 edition of the Journal of Financial Planning. With the launch of the new financialplanningassociation.org website, the digital edition of the Journal is now available in HTML format for FPA members, in addition to being available in print and via digital page-turner in the Journal of Financial Planning app. Access all articles, columns and sections of the May 2020 Journal of Financial Planning through the links below.

Cover Story

Cover Story: Real People, Real Career Paths

How four planning professionals from different backgrounds found, grew and now succeed in the financial planning profession.
By
Matt Fizell, CFP®, Ryan Frailich, CFP®, Carly Schulaka, and Ana Trujillo Limón

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In this Issue

Q&A with Preston Cherry

On Career Paths, Starting a Firm and Advice for Young Planners

By
Hannah Moore, CFP®

Research

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May 27​ at 2:00 pm ET

This Month: Next Generation of Planners and Clients

Join us for this issue's Journal in the Round​.

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Next Generation Planner

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