Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.
FPA Publications by Financial Planning Association (The)





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Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.





This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.






This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.