Content Designed For You, Delivered By You.

Journal. Blog. Research. Podcast. Magazine. We are constantly promoting the voices, research and expertise of our members and financial planning profession at large.

FPA Next Generation Planner

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

Listen to the Podcast

Weekly topics help fast track the careers of new professionals.
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.
Listen Now
Globe on table

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...
Listen Now
Secret door opening in library

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...
Listen Now

FPA Research and Practice Institute

Your source for original financial planning-related research. New reports are published several times a year.
2 people looking at a graph on a computer monitor

2020 Trends in Investing Survey