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JOURNAL OF FINANCIAL PLANNING

Making the Transition from Financial Planning to Longevity Planning

Robert B. Mauterstock Jr., CFP®, CLU®, ChFC®, CLTC®

July 2020

Financial Planning Lessons from My Mother

David M. Cordell, Ph.D., CFA, CFP®, CLU®

July 2020

Health and Aging Planning in a Post-Pandemic World

Chris Heye, Ph.D.

July 2020

Earn CFP® CE credit when you read the Journal

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

Access Magazine

How Volunteering Can Help Build Your Professional Brand

Volunteering can help you network and build your professional brand

Cameo Roberson, AAMS®

July 2020

Planner-to-Planner: Growing a Resilient and Sustainable Financial Planning Practice in This New World

Being adaptable and resilient are key to surviving in this new world.

Ana Trujillo Limón

July 2020

How to Overcome Succession Planning Barriers During the COVID-19 Crisis

Start taking succession planning as seriously as you take planning for your clients' futures.

Stuart Silverman

July 2020

Building Relationships with Zoom

In my discussions with advisers about the practice of the future, one trend is clear: people like the convenience and...

Kristine McManus

June 2020

Weekly topics help fast track the careers of new professionals.

All Episodes

Woman looking at her laptop while her son looks over her shoulder

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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Your source for original financial planning-related research. New reports are published several times a year.

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