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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
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.