Financial Planner Career Resources
As financial career transition experts, ACA is committed to helping financial planners build successful and fulfilling fee-only financial planning practices. The first step in pursuing a your financial planning career is to become well informed about the profession. The following tools and resources will help you explore whether becoming a financial planner or transitioning to a fee-only holistic financial planner is right for you.
Then, if you decide you are ready to partner with ACA to build your ideal financial planning practice, complete our Membership Inquiry Form. You will receive a free copy of the DVD "Why Smart People Do Stupid Things with Money" and a personal consultation with our Membership Inquiry Coordinator.
Practice & Advisor Profiles
Four Paths to Becoming a Financial Planner
Why ACA (from a CPA's perspective)
The Accidental Entrepreneur
From ACA Client to ACA Member
ACA member success stories
Tools for the Trade
Financial Advisor Salary Exercise
Financial Planner Start-Up Cost Comparison
Quick Start Checklist
Masters in Finance Directory
"Advisers' Paychecks Rise in Dismal Year" by Lisa Shidler
"Study: Financial Planning Brings in More Revenue" by Ellie Behling
"Blueprint for Success" by David J. Drucker
Facing Financial Dysfunction by Bert Whitehead, MBA, JD
So You Want to Be a Financial Planner by Nancy Langdon Jones
Attention CFP® Program Directors
Please contact Cathy Stegmaier at firstname.lastname@example.org if you would like an ACA member to speak to your class or to request complimentary financial planning career materials from ACA.