Financial Planning Research Publications and Resources

There are a variety of resources that the FPA Research Center provides to financial planners. Topics include retirement planning, practice management, investment planning and more. Many of our publications, reports and whitepapers are free for FPA members.

Get Involved in Our Financial Planning Research

Do you enjoy participating in surveys or have a research question you would like FPA to explore? We offer several ways to get involved by participating in ongoing surveys, providing feedback on our resources, or sending us your research question(s).

Submit a Research Proposal

Are you working on a dissertation or seeking unique research for an article? You can submit a request for FPA to review your research proposal and assist in conducting a study among our members.

About the FPA Research Center

The FPA Research Center was formed to provide research-based information and resources to the financial planning industry.