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Retirement Planners

Tips for Entry

Read the Journal of Financial Planning (https://www.financialplanningassociation.org/learning/publications/journal) to learn more about the field.

Visit https://fpajobboard.org and https://www.napfa.org/careers/opportunities for job listings.

Take advantage of the Financial Planning Association’s MentorMatch program, which matches new planners with experienced professionals. Visit https://connect.onefpa.org/mentor-pages-bucket/mentoring/mentor-faq for more information.

Attend the Financial Planning Association's annual conference and expo (https://www.financialplanningassociation.org/learning/events) and other association conferences to network and participate in continuing education opportunities.

Listen to the NAPFA Nation podcast (https://www.napfa.org/napfa-podcast) to learn more about the field.

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