Financial Advisor Career Resources

ACA is committed to helping financial advisors achieve their dreams of building fulfilling, lucrative practices. A critical step in pursuing a career in financial planning is to be well informed about the profession. As such, we are pleased to offer the following tools as resources for those exploring and/or pursuing a career in financial planning.

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
Balancing Act
From ACA Client to ACA Member

Tools for the Trade

Benchmarking Survey Results - ACA members' salaries, revenue, client fees and more
Financial Advisor Salary Exercise
Financial Advisor Start-Up Cost Comparison 
CFP® Certification 
3 Month Quick Start Checklist

Recommended Reading

"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 Valerie Kriss at valeriek@acaplanners.org if you would like an ACA member to speak to your class or to request complimentary hard copies of the ACA brochure.