Industry Publications and Websites

Resources

• The Economist - Finance and Economics: Offers insightful analysis on global financial trends and economic policies. Visit Website
• Bloomberg Wealth: Provides news and analysis on personal finance, including investment strategies and wealth management. Visit Website

Professional Organizations

Resources

• Financial Planning Association (FPA): The largest membership organization for CFP® professionals, including resources on financial planning. Visit Website
• National Association of Personal Financial Advisors (NAPFA): Represents fee-only financial advisors committed to working in the best interests of those they serve. Visit Website

Tools and Software

Resources

• Mint: A comprehensive tool for budget tracking and financial planning, helping users manage their investments and savings. Visit Website
• Personal Capital: Provides wealth management services and free financial software for tracking investments and planning for retirement. Visit Website

Educational Resources

Resources

• Investopedia: Offers a wide range of educational articles, tutorials, and videos on investing and financial planning. Visit Website
• Coursera - Financial Markets: An online course taught by Yale professor Robert Shiller, covering risk management, behavioral finance, and the role of financial markets. Visit Website

Community Forums and Support

Resources

• Bogleheads: An online community focused on investment advice inspired by the philosophy of John Bogle, emphasizing low-cost index fund investing. Visit Website
• Reddit - r/personalfinance: Offers a platform for individuals to ask questions, share advice, and discuss personal finance strategies. Visit Website

Industry Standards and Guidelines

Resources

• CFP Board - Standards of Professional Conduct: Establishes the ethical standards for certified financial planners, including the duty of care and loyalty to clients. Visit Website
• SEC - Investment Advisers: Rules and regulations governing investment advisers, providing guidelines on fiduciary responsibilities and conduct towards clients. Visit Website