FPA Research
Group
Help influence the financial planning profession by joining the
FPA Research Group. Shape and grow the financial planning
profession by providing critical, real-world feedback on issues of
the profession, practice management, advocacy and more. Your voice
will be heard!
Value of Financial Planning Study (PDF |
2.4MB)
This consumer research report proves the value of a comprehensive
planning relationship. This report is available to the general
public so you can share this report with clients, friends, family
and colleagues.
Research Spotlight
Research Spotlight is a quarterly publication distributed with the
Journal of Financial Planning to FPA membership. This
16-page publication contains consumer research and industry trends
designed to help you improve your business.
The 2008 sponsor is First Command Financial Services.
2008 FPA Practitioner Technology Report
The 2008 FPA Practitioner Technology Report: Leveraging Technology
Solutions covers research on technology planning, products and key
applications for the research. This 17 page report is exclusively
available to FPA members.
The 2008 sponsor is Albridge Solutions.
2008 Health of Planners (PDF |
138KB)
FPA and Vestment Advisors' partnered to create the 2008
Financial Planner Survey on Physical and Mental Health. Nearly
300 financial advisers, all FPA members, responded to our survey.
The results offered interesting information about how health and
business success go hand-in-hand.
Member login required to download.
Practice
Management Scorecard
Establish realistic goals, improve efficiency and maximize
profitability with the FPA Practice Management Scorecard,
provided by McLagan Partners. The Scorecard
provides you with a comparison to your market in key practice
metrics including profitability, growth, staffing, expenses,
clientele size, and more.
Research Articles
The FPA Research Center is dedicated to increasing the body of
knowledge in financial planning and actively publishes research
findings in Solutions, the Journal of Financial
Planning, and e-newsletters.
