The financial planning profession can be overwhelming for newcomers looking to make it their calling. Fortunately, the FPA NexGen Development Pathway was created to provide guidance, empowerment, and resources for next-generation financial planners like you.

The FPA NexGen Development Pathway encompasses the essential ingredients required for success as a financial planner in five phases: Discover, Prepare, Launch, Elevate, and Impact. Each phase offers a clear structure, knowledge, and recommended resources for your personal and professional growth — no matter the phase you're in.

While the Pathway is here to guide your journey, remember that you're never alone. The FPA NexGen community will be at your side — every step of the way.

 

Get Going!

PHASE 1: DISCOVER

Discovering your future as a financial planner.
Get Started!

PHASE 2: PREPARE

Preparing for your career as a financial planner.
Prepare Now!

PHASE 3: LAUNCH

Launching your career or financial planning practice.
Take Off!

PHASE 4: ELEVATE

Elevating your standing in the profession.
Let's Elevate!

PHASE 5: IMPACT

Having an impact on the profession and society.
Have An Impact!