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Benjamin Daniel
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Resources

A collection of industry websites, resources, and communities you may find helpful.

Financial Planning Associations:

NAPFA (The National Association of Personal Financial Advisors)

FPA (The Financial Planning Association®)

Financial Planning Blogs:

  • Kitces.com
  • XY Planning

Designations:

Certified Financial Planner

Chartered Financial Analyst

Chartered Financial Consultant

Financial Planning Networks:

  • XY Planning Network

Additional Resources:

  • Simply Paraplanner
  • New Planner Recruiting

Recent Posts

  • May 15, 2022 Weekend Content for New Financial Planners (May 14-15, 2022)
  • May 08, 2022 Weekend Content for New Financial Planners (May 7-8, 2022)
  • May 01, 2022 Weekend Content for New Financial Planners (April 30-May 1, 2022)
  • Apr 24, 2022 Weekend Content for New Financial Planners (April 23-24, 2022)
  • Apr 17, 2022 Weekend Content for New Financial Planners (April 16-17, 2022)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners

Archives

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  • January 2021 (5)
  • December 2020 (4)
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  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

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