In this series, financial planning professional and member of the Financial Planning Association®, Jennifer Quigley, CFP®, CASL™, describes the four important steps to becoming a smart investor. This series is designed for beginning investors, but includes a variety of tips that would be helpful for intermediate investors, and includes an overview of creating an investment plan, choosing investments, investing approaches that work and managing your investments.
In this series, financial planning professional and member of the Financial Planning Association®, Marguerita Cheng, CFP®, CRPC, describes the four important steps to teaching kids about money. This series is designed for individuals who would like to talk to children about money, and includes an overview of how and when to start the conversation and ways that children can earn, save and spend money.
In this video series, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP® describes the four important steps to surviving a job loss. This series is designed for individuals who recently suffered a job loss and are looking to make the transition more manageable and less stressful. This video series includes an overview of putting a plan into place, understanding severance packages, thinking about insurance and retirement plans and creating a spending plan.
This is where you will find all the videos from FPA's Boston 2008 National Conference (October 4-6). Hear from FPA's leaders and see daily wrap-up reports from the conference.
Financial planning is the best vehicle to carry us to our life goals.
The Financial Planning Association is the nation's largest advocacy and leadership organization connecting those who provide, support and benefit from professional financial planning.
Our association demonstrates and supports a professional commitment to education and a client-centered financial planning process.
We nearly 100 chapters throughout the country representing more than 23,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession.
Financial planning is the best vehicle to carry us to our life goals.
The Financial Planning Association is the nation's largest advocacy and leadership organization connecting those who provide, support and benefit from professional financial pl...
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