Your work is transforming our profession and we want to support you in the work you are doing. Included on this site are resources we’ve developed to help your students transition and continue to excel in the profession.
We believe the more we can connect students with real world stories, case studies and peer-to-peer community, the better our profession will be.
“Professors and the future planners they teach are the sustaining force through which our FPA community gains greater depth and understanding in the power of financial planning when serving others. A real profession cannot exist without a strong academic foundation upon which to rest.”
-Frank Paré, CFP®
Financial Planning Association (FPA)
“When you combine the technical expertise of financial planning academics with the dedicated community of professional members in the Financial Planning Association, and apply them both liberally to a financial planning student, the result is an inspired new financial planner that is as passionate about changing lives as they are about building our profession. It’s thrilling to watch this transformation in action!”
-Evelyn M. Zohlen, MBA, MS, CFP®
Financial Planning Association (FPA)
“The Financial Planning Association brings the entire profession together into one large and vibrant community — and that includes students and the professors who teach them. Students are not only future financial planners, they are also the future leaders of the profession and of our organization. Our academic leaders play a crucial role in preparing students for their careers and activating them to get involved as they make the transition to practitioners.”
-Lauren M. Schadle, CAE
Financial Planning Association (FPA)
Navigating the Profession
What We Wish We Knew Before We Left
Four planners discuss what they wish they knew before they left their first job. This podcast focuses on the variety of documents all new planners sign when they start, what those documents are and what it could mean for them as they look to progress in their careers.
Ed Gjertsen – DOL Fiduciary
Ed shares a behind-the-scenes look at the recent fiduciary ruling, context to the professional landscape and what new planners need to know as they enter the profession.
Bill Simonet – Mr. Tall, Dark and Handsome
Bill walks through his career path starting as a career changer to working with an insurance agency, an independent broker dealer and now as a Registered Investment Advisor firm. He shares the benefits and drawbacks at each firm and what new planners need to know before they make a decision on where they work.
Innovative Business Models & Serving Millennials
James Matthews – Blueprint – Reinventing the Firm of the Future
Blueprint creates modern and appealing “community centers” that focus on providing financial planning advice that resonates with Millennials. Their model is local specific and will be expanding to cities across the country in coming years.
Sophia Bera – Gen Y Planning
Gen Y Planning was one of the first to offer a fully virtual monthly subscription model to Gen Y clients. Sophia is reimagining what financial planning to Millennials means and finding ways to add value that are new and exciting.
Future of the Profession
& Big Thinkers
Dick Wagner – The Most Important Profession in the 21st Century
The late Dick Wagner discusses what it means “To Think Like a CFP,” based on his seminal paper written in 1990 and what he views as “Financial Planning 3.0” and the future of financial planning. He shares why financial planning is the most important profession in the 21st century.
The 2017 P. Kemp Fain, Jr. award winner shares how and why he is passionate about financial planning. Dave shares more of his research based approach to financial planning and why that matters to the client. Dave gives vision to what the financial planning profession could be and how he applies his firm’s tagline “Live Big” to all areas of his life.
A Day in the Life of an Aspiring Financial Planner
At 24, Matt Fizell shares his career story with new planners and how he realized his first job wasn’t the one he wanted long-term. He shares what he did when he realized that his passion for financial planning was waning and his advice for planners who are looking for jobs today.
Caleb Brown shares his top tricks on how new planners can find their first job out of college and keys to their success once they enter the profession.
Leighann Miko – This is My Dream Job
Leighann shares an in-depth look at her career path from finding her first job, realizing jobs weren’t a good fit, a failed succession plan and being let go. She shares the experience of what it meant to her and how she used those experiences to share what she is doing now.
Ron shares his career transition story and how he immediately started his own financial planning practice. Ron shares what he did before leaving his previous career to help set him up for success and finding clients. After having his financial planning practice for several years, Ron engaged with another financial planner and through that process transitioned his firm and career again.
Kirsten Ismail – Career Changes with Kirsten Ismail
Kirsten shares her career path from being a nanny to transitioning to financial planning. She shares her keys to success and how she embraces who she is to help her be a better professional.
Live on Facebook
Want to expose your students to how some of the best planners from around the country do financial planning?
You’re in the right place. We are all about financial planning at FPA and we want to show your students what financial planning looks like in practice through our monthly “How We Do What We Do” series. Check out our past topics below (which are free for you to use in your classroom) and join the free FPA Activate Facebook community to be a part of the coming months.
PDF Downloads for your class
2018 Montgomery-Warschauer winner
Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the 6-Step Financial Planning Process
by Derek R. Lawson, CFP® and Bradley T. Klontz, Psy.D., CFP®
This paper provides a framework for including the emotional, cognitive, and behavioral aspects of a client’s money-related issues in the financial planning process.
2018 Tax Planning Opportunities Under the Tax Cuts and Jobs Act
by Randy Gardner, J.D., LL.M., CPA, CFP®; and Leslie Daff, J.D.
Discover what individual taxpayers can do to save money in 2018 under the new tax code.
Tax Reform Changes Affect Planners and their Business Clients
by Julie A. Welch, CPA, PFS, CFP®; and Randy Gardner, J.D., LL.M., CPA, CFP®
The Tax Cuts and Jobs Act includes provisions financial planners need to know to run their businesses and possibly pass on to their business clients.
2018 Is an Important Planning Year in Divorce Situations
by Randy Gardner, J.D., LLM, CPA, CFP®; and Julie A. Welch, CPA, PFS, CFP®
Learn three common alimony strategies to consider this year considering changes per the Tax Cuts and Jobs Act.
Estate Planning for Digital Assets
Estate Planning for Digital Assets: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act and Its Implications for Planners and Clients
by I. Richard Ploss, J.D., CPA, CFP®, TEP
Property law now recognizes digital property as a property right, imposing an obligation on financial planners to consider digital assets as an integral part of clients’ estate and financial plans.
Behavioral Finance Moves into Its Second Generation
by Meir Statman, Ph.D.
The second generation of behavioral finance distinguishes wants from errors and offers guidance on using shortcuts and avoiding errors.
“Several Journal of Financial Planning articles are assigned readings for my courses. I post the PDF in Canvas so students may read them online or download/print. The articles become a supplement to the texts for the classes, and I am always updating them. Using JFP articles is a great way to incorporate timely content in my courses and prepare undergrads to be career-ready.”
-Ruth H. Lytton, Ph.D.
Director, VT CFP Board-Registered Financial Planning Program
Professor, Financial Planning