Resources

A frequently asked question at a weekly meeting might be, "What do you read daily?" Or "Where can I learn more about careers and topics in financial planning?"

Below are some resources that our professional network has provided for us to explore and enhance our basic understanding of financial planning.

Links include internship, networking, and learning resources.

Networking leads to opportunity.

CFP Board

The CFP Board website houses information about the Certified Financial Planner designation and associated careers, internships, and scholarships. Create an account to explore opportunities.

FPA Philadelphia

FPA is a professional, national networking group for those supporting the financial planning industry. You can join the group as a student, and we recommend joining the Philadelphia Chapter.

NAPFA

The National Association of Personal Financial Advisors is a group of over 4,600 fiduciary, fee-only advisors. You may apply to be a Student Affiliate using the link above.

Alumni Group

Temple financial planning students and alumni should join the Temple University Financial Planning Association Alumni Group to stay connected to past, present, and future members of our SPO.

Michael Kitces

Michael Kitces is one of the industries most, if not the most, respected experts. From his website Kitces.com to his podcast Financial Advisor Success, all financial planners are encouraged to explore his resources.

A few podcasts to get started.

Animal Spirits Podcast

by Michael Batnick and Ben Carlson

Markets, Life, Investing

Behind the Markets Podcast

by Jeremy Schwartz and Jeremy Siegel

Economics, Markets, Investing

Financial Advisor Success

by Michael Kitces

Business Development, Financial Advising

Financial Planning Association