Interested in becoming a financial adviser, or in gaining a better understanding of how to develop NextGen talent within your firm? Explore these InvestmentNews and industry resources, research and insights designed to support the Next Generation of financial advisers.

What the next generation loves about careers in financial advice

Students from financial planning programs discuss what stands out to them as the most appealing aspects of careers in the financial advice industry.

NextGen Spotlight


White Papers

The rise of NextGen

Much has been written about the need for advisory firms to add 'NextGen' advisers to help stem a potential long-term industry talent shortage - and ultimately build a bridge to the next generation of clients and investors. However, new research from InvestmentNews and TD Ameritrade Institutional shows that an increasing number of firms are looking to add NextGen advisers in 2016 and that there is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability. Download this white paper to learn more.

CFP Board

Hundreds of financial planning education programs around the country are registered with CFP Board to provide curricula that satisfy CFP Board's education coursework requirement. All of these programs cover the same core curriculum, yet vary in style, length and delivery method.

Find an Education Program

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