CFP® Exam Mission Readiness: My Top Seven Resources as a Military Veteran Turned Student Advisor - By Ian J. Gates

As I transition from the military into the financial services industry, here are seven educational resources I’ve found useful—not just in preparing for the CFP® exam—but for the real-life work of helping clients be ready for the financial goals that matter to them. Read More

Mid-Career Shifts to Financial Advisory: Insights from Industry Experts

Switching careers mid-life can be sparked by curiosity, frustration, or a desire for a more fulfilling path. For some, it may mean trading monotony for a role with purpose and growth. We spoke with four financial planning experts who see this trend in their work every day, to provide insights for those considering a career in financial planning. Read More

Reflections from a Career Changer on My First NAPFA Conference - By Angella Welcome, CFP®

This past May, I had the incredible opportunity to attend my first NAPFA conference in Fort Worth. For anyone new to the financial planning profession, passionate about the field, and hungry to learn, I wholeheartedly recommend attending a NAPFA conference as early in your career as possible. Read More

Do You Have a Continuity Plan? You Should! - By FP Transitions

The single biggest threat to an independent practice with one owner or one primary advisor is the lack of a plan to protect the clients’ and owner’s cash flow and value in the event of his or her sudden death or disability (temporary or permanent). Clients expect their advisor’s business plans to be as buttoned-up as the financial plans they prepare for others. Read More

Two Legends Share Their Thoughts: Where We’ve Been, Where We Are, Where We’re Going - By Linda Leitz, CFP®

The founding of NAPFA in 1982 was a turning point in the development of financial planning as a profession. Here, two thought leaders, Michael Kitces and Bob Veres, share their thoughts about the progress of the profession and where it’s going. Read More

Financial Planning Outlook from a New Professional - By Franklin Gay, CFP®, EA

What excites me most about being a financial planner is the opportunity to make a meaningful difference in people's lives. Entering the financial planning field has been a fulfilling journey, marked by both challenges and rewarding experiences. Read More