Your financial planning journey starts with discovery. Whether you're a recent graduate, transitioning to a new profession, or simply seeking knowledge, the Discover phase is the perfect starting point for exploring the diverse field of financial planning.
Discovery begins now.
What is a financial planner?
- Finexaplained’s Rendition of What Financial Planning Is (Video)
- Charles Schwab’s Overview of a Financial Advisor (Video)
- CFP Board’s Definition of Financial Planning (Web Page)
- Financial-Planning.com’s distinction of Financial Advisor vs Financial Planner (Article)
- Investopedia’s Insight Into What A Financial Planner Is (Article)
What are potential career paths?
- Section 1 of the 12 Tribes of Financial Planning (Video)
- Section 2 of the 12 Tribes of Financial Planning (Video)
- Section 3 of the 12 Tribes of Financial Planning (Video)
- Caleb Brown’s Roadmap on How To Find Your Path (Book)
- Daniel Yerger’s Guide To Getting In The Door: Starting a Financial Planning Career (Book)
What are potential business and compensation structures?
- CFP Board’s Guide To Career Path Progression (PDF)
- CFP Board’s Guide To Careers In Financial Planning (PDF)
What are the advantages of being an employee or being self-employed?
- U.S. News Tax Advice for Independent Financial Advisors (Article)
- Mindy Diamond’s Perspective of Employee vs. Independent Advisor (Podcast)
- U.S. BOLS Outlook on Personal Financial Advisors (Web Page)
- W-2 vs 1099 (PDF)
What are the benefits of self-reflection?
- TED Talk on the importance of Self-Reflection (Video)
- TED Talk on the Value of Self-Reflection (Video)
- Gabor Mate’s Tips For Improving Self-Reflection (Video)
- Simon Sinek on How Reflection Informs Personal Growth (Video)
- TED Talk on Personal Empowerment through Reflection and Learning (Video)
How can FPA and FPA NexGen help me?
- FPA’s Overview of the NexGen Community (Web Page)
- FPA’s New To The Profession Overview (Video)
- FPA’s Learning Center On How To Make The Most of your Membership (Web Page)
- FPA’s Gateway to Membership & Benefits (Web Page)
- FPA’s Diagram To Different Categories of Membership (Web Page)
- FPA’s Proposition on the Value of Membership (Web Page)
- FPA’s Roadmap to Membership Benefit (Web Page)
- FPA NexGen’s Opportunities To Get Involved (Web Page)
- FPA’s FAQ Hub (Web Page)
- FPA NexGen Composite (Web Page)
- FPA’s Summary of The Organization (PDF)
- FPA’s About (Web Page)