
FPA NexGen
NexGen is a welcoming, collaborative community for new and aspiring financial planners.
It’s not just about entering the profession—it’s about connecting, learning, and shaping the future together.
Why It Matters
NexGen supports those at the start of their journey—students, career changers, recent grads—offering peer connection, mentorship, and a sense of belonging. It equips you to grow personally and professionally alongside a like-minded community.
Key Focus Areas
Discover
Explore the profession—understand roles, career paths, compensation, and whether employment or entrepreneurship suits you best.
Launch
Take action with mentors, webinars, masterminds, study groups, building your skills and community as you start your career.
Elevate & Impact
Grow as a leader: write, speak, volunteer, and hold space for future planners while raising your voice in the profession.
Featured Programs & Resources
NexGen Gathering & Residency
Meet in person, earn CE credit, and build your network at signature events like the annual Gathering and Residency.
Community & Professional Development
Engage in monthly study groups, mastermind calls, and structured mentorship to support your early career learning.
The Blueprint Podcast & Articles
Listen to stories, career insights, and real experiences from peers on our podcast and community writing opportunities.
FPA NexGen isn’t just a community. It’s your professional home. Connect, grow, and shape the future of financial planning together.
Search NexGen Content
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Danielle Andrus, Editor of the Journal in Financial Planning is joined by FPA NexGen members for a training on article writing.
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During the past couple of years, we have navigated some of the most complicated, challenging, and emotionally complex markets of all time.
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- Non-member - $29
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Financial advisors know that their clients often make investment decisions that may not be purely rational.
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- Non-member - $29
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In this presentation, we will discuss the problem facing investors and advisors that are trying to generate dependable income without damaging principal: rising interest rates. Bonds of all descriptions (treasuries, corporates, municipals, high yield) have fallen sharply in 2022 and threaten to continue moving lower as interest rates continue rising.
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- Non-member - $29
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Learn how to rock video powerfully and authentically to build trust, add value and create time efficiencies.
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- Non-member - $29
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Increasingly, especially since Covid, advisors are finding success in new digital marketing techniques.
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- Non-member - Free!
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Please join the African American Knowledge Circle we kick off our national DEI webinar series during Black History Month.
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- Non-member - $29
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Personal and professional goals are top of mind at the beginning of each year and in many ways, those goals are a form of self-care.
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- Non-member - $29
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With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future.
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- Non-member - $29
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