Now that you have explored the opportunities and prepared for the financial planning path you want to pursue, it's time to take action. Starting your career or practice requires the right skills and knowledge, as well as the support of a community of like-minded peers who can help steer your career.
It’s time to take off.
Secure a Mentor
- FPA NexGen and FinServ Foundations Mentorship Program Application (Form)
- CFP Board’s Mentorship Program For Candidates (Web Page)
- NAPFA’s Platform to engage in a Mentorship Program (Web Page)
- Clarity2Prosperity’s Access to Mentors (Web Page)
- FAMatch’s 5 Tips to Finding your Financial Advisor Mentor (Article)
- Patrick Tucker's How To Get A Mentor (Video)
- Elite Resource Team's How To Find Good Mentors (Video)
Join a Mastermind/Study Group
- FPA NexGen’s Study Group Community (Web Page Login Required)
- FPA NexGen’s Mastermind Interest Form (Survey)
Participate in FPA’s Online Learning and Communities
- FPA NexGen’s Learning Center (Web Page)
- FPA’s Access to Knowledge Circles (Web Page)
- FPA’s Forum for Connect Communities (Web Page)
- FPA National Learning Center Hub (Web Page)
Learn Critical Soft Skills
- Investopedia’s Definition of Soft Skills (Article)
- It’s Your Yale’s Archive of Developing Soft Skills (Web Page)
- FPA Journal’s Article on Soft Skills for the Augmented Advisor (Article)
- CFP Board’s Critical Skill Sets of a Financial Planner (Web Page)
- Emily Holbrook’s 8 Soft Skills Advisors Need to Master (Article)
- Marlo Lyon’s 5 Essential Soft Skills to Develop in Any Job (Article)
Attend Local and National Conferences
- FPA NexGen Gathering (Web Page)
- FPA Annual Conference (Web Page)
- FPA Retreat (Web Page)
- FPA Chapter Leaders Conference (Web Page)
- FPA Residency Program (Web Page)
- FPA’s List of Local Chapter Events (Web Page)
- Kitces 10 Best Financial Advisor Conferences To Attend In 2024 (Article)
- Kitces Benefits of Attending A Financial Advisor Conference
Access Recommended Reading Lists For New Planners
- Kitces Summer Reading List of Best Books for Financial Advisors 2023 Edition (Article)
- Kitces Archive on Recommended Reading for Financial Planners (Web Page)
- BlueMind’s Recommended Books for Financial Advisors (Web Page)
- Dunham’s Bookshelf of Top Books for Financial Advisors (Article)
- The AdvisorCoach’s Top 10 Best Books for Financial Advisors (Web Page)