Upload
Financial Planning Association
242

Subscription preferences

Loading...

Loading icon Loading...

Working...

Financial Planning Association

What is FPA?

405 views 7 months ago
Video shows through real member testimonials how FPA is the One Connection for financial planners and CFP professionals through its 4 key pillars of resources and benefits. Join FPA.
Read more
Video shows through real member testimonials how FPA is the One Connection for financial planners and CFP professionals through its 4 key pillars of resources and benefits. Join FPA. Show less

Investing Basics: Be a Smart Investor Play

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.

How to Financially Survive a Job Loss Play

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.
Loading...
Working...
Sign in to add this to Watch Later

Add to