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Latest from the Journal of Financial Planning

Award-winning. Peer-reviewed. Directly beneficial to financial planners since 1979.
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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

Q&A with Preston Cherry

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

By
Hannah Moore, CFP®

Earn CFP® CE credit when you read the Journal

FPA Next Generation Planner

This monthly publication provides content for new financial planners that is both valuable and practical.
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Latest from the Blog

Weekly practice management content from leading experts.
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Listen to the Podcast

Weekly topics help fast track the careers of new professionals.
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Successful Planning Partnerships and Work/Life Balance

What happens when you need to find a new job in the profession, but the opportunities out there aren’t quite right for you? If you’re investment adviser Nina O’Neal, the answer is simple: you create your own.
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Global Perspectives on the Financial Planning Profession

We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker and podcast host about what financial planning...
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Real Work and the Secret Society of Financial Planners

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity...
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FPA Research and Practice Institute

Your source for original financial planning-related research. New reports are published several times a year.
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2019 Trends in Investing Survey

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