FPA stands with its members as they navigate the realities of today's landscape and will do its part to provide assistance. This resource center will be updated frequently with additional information for both members and chapter leaders. Look for the 'Just Added!' to see newly added content!

If you're a member and are searching for resources to help you navigate the markets and support your clients, the below resources may be helpful. Please note that some resources will require you to login to the website.

Email communication to all FPA members from FPA President Martin Seay, Ph.D., CFP® and FPA CEO Lauren Schadle, CAE on March 11, 2020 regarding steps FPA is taking to support members, chapters and staff.

Navigating Market Turbulence Related to Coronavirus on FPA Connect (the community library includes recorded virtual sessions, including A Conversation with Dr. Dave Yeske Regarding Current Market Turbulence, A Conversation with Claudia Cypher Kane and Stacy Francis Regarding Managing Client Fears During Current Market Conditions, and A Conversation with Investment Planning Knowledge Circle host Ray Benton and Futurist Dennis Stearns Regarding Navigating Market Instability)

Consumer resources you can use with clients, prospects and other audiences:

Several FPA members contributed to a new e-book titled 'Navigating the New Reality' that covers eight financial ideas that all people should consider during this extraordinary time. Download the e-book and consider making it available to your clients!

7 Tips to Protect Your Financial Well-Being When the World’s on the Brink of Recession ― an article by FPA for members to use.

Staring Down the Bear [Market]: Investing Insights in Response to COVID-19 ― an article by FPA for members to use.

Upcoming virtual events to help you in serving your clients:

COMING UP! Running a Resilient and Sustainable Business: Preparing and Responding to Crisis and Uncertainty - May 21 at 4 pm ET - REGISTER

COMING UP! Reflections on COVID-19: The Markets, Our Profession, Our Practice, Our Clients and Our Lives - June 4 at 4 pm ET - REGISTER

Information about the Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

United States Senate Committee on Appropriations Summary of the CARES Act

Summary of the CARES Act by Groom Law Group

SBA Loans Available Under the CARES Act - recorded webinar from FPA of New Jersey

Planner to Planner: How Are You Communicating the CAREs Act to Clients? (from the FPA Practice Management Blog

Planner to Planner: The Paycheck Protection Program and Economic Injury Disaster Loan (from the FPA Practice Management Blog)

Journal of Financial Planning research papers addressing market volatility and market crashes:

Using a Behavioral Approach to Mitigate Panic and Improve Investor Outcomes (Feb. 2018 JFP) by Stephen Wendel, Ph.D.

Do Large Swings in Equity Values Change Risk Tolerance? (June 2014 JFP) by Michael Guillemette, Ph.D.; and Michael Finke, Ph.D., CFP®

U.S. Equity Returns After Major Market Crashes (Oct. 2009 JFP) by Scott A. Leonard, CFP®, CEA

Journal of Financial Planning articles and blog posts on allaying client fears during market uncertainty:

Client Communication Tips During Uncertain Times (March 19, 2020)

Coronavirus: How to Calm Anxious Clients (March 12, 2020 blog post) by Carly Schulaka

Financial Advisers as Well-Being Advisers (Sept. 2019 JFP) by Meir Statman, Ph.D.

Planning for Conflict in Client Relationships (Oct. 2018) by Sarah D. Asebedo, Ph.D., CFP®; and Emily Purdon, CFP®, EA

Advising Clients Under Stress (Sept. 2018 JFP) by Thomas C. West, CLU®, ChFC®, AIF®; and Steven A. Starnes, CFP®

Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the 6-Step Financial Planning Process (July 2017 JFP) by Derek R. Lawson, CFP®; and Bradley T. Klontz, Psy.D., CFP®

From Irrational to Rational: 6 Steps to Guide Clients to Productive Decisions (June 2016 JFP) by Barbara Kay, LPC, RCC

Applying Behavioral Finance to Ourselves (June 2016) by Peggy Doviak, Ph.D., CFP®

Advising Clients During Turbulent Markets (March 2016 blog post) by Kent Baker and Victor Ricciard

Everybody Calm Down: 4 Tips to Navigate the Market Correction (Aug. 2015 blog post) by Ana Limon

Power Tools for Handling Behavioral Finance Issues (May 2013) by Edward A. Jacobson, Ph.D., and Dennis Stearns, CFP®

Communicating to Overcome Client Market Fears (Oct. 2011 JFP) by Laurie Budgar

Money on Your Mind: The Brain's Role in Financial Decision-Making (April 2010) by Doug Lennick, CFP®, with Kathy Jordan, Ph.D.

What We Know Now: Planners Reflect on 2009 (Jan. 2010 JFP) by Shelley A. Lee

Staying the Course (Feb. 2002 JFP) by Ed McCarthy, CFP®

Fair or Foul: Weatherproofing a Practice Against Market Downturns (Nov. 2000 JFP) by Paul Palazzo

Journal of Financial Planning articles about self-care that will help financial planners cope with today's unique challenges:

Care for Clients by Caring for Yourself (July 2019 JFP) by Michael Futterman

Understanding the Role of Spirituality in Financial Life Planning (March 2018 JFP) by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD

Got Stress? Good, Use It to Your Advantage (Nov. 2013 JFP) by John L. Evans Jr.

FPA Practice Management Blog posts from the "Planner to Planner" series:

Planner to Planner: Reality Meets Your Business Continuity Plan (from the FPA Practice Management blog)

Planner-to-Planner: Taking Care of Your Community—Physically, Financially and Mentally (Practice Management blog)

Relevant content from FPA partners:

Can Equity Markets Recover from the Coronavirus? (Janus Henderson Investors)

A Cross-Sector View of Coronavirus Impacts (Janus Henderson Investors)

Short-Term Volatility: What's Your Move? (Vanguard)

Now's the Time to Streamline Your Emergency Response Process by Charesse Hagan (Technology and Operations Coach, FPA Coaches Corner)

Practical Tips for Times of Turmoil by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

Tools for Navigating the Coronavirus Downturn (Vanguard)

Corononavirus Pandemic Creates New Compliance Challenges (FORESIDE)

Talking Points for Client Conversations by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

More Practical Tips for Times of Turmoil by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

5 Marketing & Communication Tips for Financial Advisors in the Wake of Coronavirus by Samantha Russell (Twenty Over Ten)

So, You Have to Work From Home by Patty Kreamer (Productivity Coach, FPA Coaches Corner)

Supporting Advisors During Turbulent Times Webcast Series by TD Ameritrade Institutional. Click the link for webcast dates and topics.

Life and Wellness Webinar Series by Janus Henderson Investors. Click the link for webinar dates and topics.

Coronavirus: What Heart and Stroke Patients Need to Know (video) by American Heart Association

Coronavirus Resource Center by the American Heart Association

Tools for Navigating Market Volatility by Vanguard. Includes links to upcoming webinars and other educational resources.

On-Demand Webcast: Perspective on Recent Market Volatility by Dimensional Fund Advisors

Replacing Panic with Perspective from Orion Advisor Tech

CEO Roundtable: Leading Through Change --- an on-demand replay of the April 2 live event by MobileAssistant

Navigating Coronavirus Uncertainty resource page by Janus Henderson Investors

Covid Crisis Digital Marketing Do's and Don'ts by The Kalli Collective

The Coronavirus Pandemic and Your Virtual Business Model by Broadridge Advisor Solutions

JUST ADDED! What We Look for During a Crisis by Impax Asset Management

JUST ADDED! Companies in the Time of COVID-19: Stepping Up or Running Amok? by Impax Asset Management

If you're a chapter leader or chapter executive, you likely have questions about the Coronavirus and how it may impact your chapter programs and events. The following information is designed to provide some guidance.

Advisory Bulletin to chapters on navigating the uncertainty relating to chapter events

Chapter Leadership Connection on FPA Connect
Information center from the American Society of Association Executives (ASAE) providing guidance to association leaders

Chapter Leader Learning Call for March 2020 where various issues relating to chapter operations in this time of uncertainty were discussed.

How FPA of New Jersey is Adapting to the New Reality (new post to the OneFPA Beta Blog)

How FPA of Metro New York is Handling the Pandemic – Part 1 (post to the OneFPA Beta Blog)

How FPA of Metro New York is Handling the Pandemic - Part 2 (new post to the OneFPA Beta Blog)

Finding Quality Speakers – login required to the Chapter Leadership Connection community (PDF)

Running Effective Virtual #Nonprofit Meetings: 9 Best Practices for Facilitating Engagement – login required to the Chapter Leadership Connection community (Article)

How to Deliver Engaging Online Learning – login required to the Chapter Leadership Connection community (Article)

20 Tips for Successful Virtual Events – login required to the Chapter Leadership Connection community (Article)

How the CARES Act Can Assist Your Chapter – login required to the Chapter Leadership Connection community (On-Demand Webinar)

Interactive Virtual Learning – login required to the Chapter Leadership Connection community (PDF)

Want more great resources? We've got you covered.

If you're interested in being part of the Financial Planning Association family, visit JoinFPA.org.

FPA stands with its members as they navigate the realities of today's landscape and will do its part to provide assistance. This resource center will be updated frequently with additional information for both members and chapter leaders.​ Look for the 'Just Added!' to see newly added content!

If you're a member and are searching for resources to help you navigate the markets and support your clients, the below resources may be helpful. Please note that some resources will require you to login to the website.​

Email communication​ to all FPA members from FPA President Martin Seay, Ph.D., CFP®​​ and FPA CEO Lauren Schadle, CAE on March 11, 2020 regarding steps FPA is taking to support members, chapters and staff.

Consumer resources you can use with clients, prospects and other audiences:

Several FPA members contributed to a new e-book titled 'Navigating the New Reality' that covers eight financial ideas that all people should consider during this extraordinary time. Download the e-book and consider making it available to your clients!

7 Tips to Protect Your Financial Well-Being When the World’s on the Brink of Recession ― an article by FPA for members to use.

​​Staring Down the Bear [Market]: Investing Insights in Response to COVID-19 ― an article by FPA for members to use.

Upcoming virtual events to help you in serving your clients:​​​

​United States Senate Committee on Appropriations Summary of the CARES Act

​Summary of the CARES Act by Groom Law Group​

​SBA Loans Available Under the CARES Act - recorded webinar from FPA of New Jersey

​Planner to Planner: How Are You Communicating the CAREs Act to Clients?​ (from the FPA Practice Management Blog

Planner to Planner: The Paycheck Protection Program and Economic Injury Disaster Loan (from the FPA Practice Management Blog)​

Journal of Financial Planning research papers addressing market volatility and market crashes:

Using a Behavioral Approach to Mitigate Panic and Improve Investor Outcomes (Feb. 2018 JFP) by Stephen Wendel, Ph.D.

Do Large Swings in Equity Values Change Risk Tolerance? (June 2014 JFP) by Michael Guillemette, Ph.D.; and Michael Finke, Ph.D., CFP®

U.S. Equity Returns After Major Market Crashes (Oct. 2009 JFP) by Scott A. Leonard, CFP®, CEA

Journal of Financial Planning articles and blog posts on allaying client fears during market uncertainty:

Client Communication Tips During Uncertain Times​ (March 19, 2020)​​

Coronavirus: How to Calm Anxious Clients (March 12, 2020 blog post) by Carly Schulaka​​

Financial Advisers as Well-Being Advisers (Sept. 2019 JFP) by Meir Statman, Ph.D.

​Planning for Conflict in Client Relationships (Oct. 2018) by Sarah D. Asebedo, Ph.D., CFP®; and Emily Purdon, CFP®, EA​

Advising Clients Under Stress (Sept. 2018 JFP) by Thomas C. West, CLU®, ChFC®, AIF®; and Steven A. Starnes, CFP®

Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the 6-Step Financial Planning Process (July 2017 JFP) by Derek R. Lawson, CFP®; and Bradley T. Klontz, Psy.D., CFP®

From Irrational to Rational: 6 Steps to Guide Clients to Productive Decisions (June 2016 JFP) by Barbara Kay, LPC, RCC​

Applying Behavioral Finance to Ourselves (June 2016) by Peggy Doviak, Ph.D., CFP®

Advising Clients During Turbulent Markets (March 2016 blog post) by Kent Baker and Victor Ricciard​

Everybody Calm Down: 4 Tips to Navigate the Market Correction (Aug. 2015 blog post) by Ana Limon

Power Tools for Handling Behavioral Finance Issues (May 2013) by Edward A. Jacobson, Ph.D., and Dennis Stearns, CFP®

Communicating to Overcome Client Market Fears (Oct. 2011 JFP) by Laurie Budgar

Money on Your Mind: The Brain's Role in Financial Decision-Making​ (April 2010) by Doug Lennick, CFP®, with Kathy Jordan, Ph.D.

What We Know Now: Planners Reflect on 2009 (Jan. 2010 JFP) by Shelley A. Lee

Staying the Course (Feb. 2002 JFP) by Ed McCarthy, CFP®

Fair or Foul: Weatherproofing a Practice Against Market Downturns (Nov. 2000 JFP) by Paul Palazzo​

Journal of Financial Planning articles about self-care that will help financial planners cope with today's unique challenges:

Care for Clients by Caring for Yourself (July 2019 JFP) by Michael Futterman

Understanding the Role of Spirituality in Financial Life Planning (March 2018 JFP) by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD

Got Stress? Good, Use It to Your Advantage (Nov. 2013 JFP) by John L. Evans Jr.​

FPA Practice Management Blog posts from the "Planner to Planner" series:

Planner to Planner: Reality Meets Your Business Continuity Plan (from the FPA Practice Management blog)​

​Planner-to-Planner: Taking Care of Your Community—Physically, Financially and Mentally (Practice Management blog)​​

Relevant content from FPA partners:​

Can Equity Markets Recover from the Coronavirus? (Janus Henderson Investors)

A Cross-Sector View of Coronavirus Impacts (Janus Henderson Investors)

Short-Term Volatility: What's Your Move?​ (Vanguard)​

Now's the Time to Streamline Your Emergency Response Process by Charesse Hagan (Technology and Operations Coach, FPA Coaches Corner)

Practical Tips for Times of Turmoil​ by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)​

Tools for Navigating the Coronavirus Downturn​​ (Vanguard)

​Corononavirus Pandemic Creates New Compliance Challenges (FORESIDE)

Talking Points for Client Conversations by Adam Kornegay​ (Marketing and Messaging Coach, FPA Coaches Corner)

More Practical Tips for Times of Turmoil​​ by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

​5 Marketing & Communication Tips for Financial Advisors in the Wake of Coronavirus​​ by Samantha Russell (Twenty Over Ten)

​So, You Have to Work From Home by Patty Kreamer (Productivity Coach, FPA Coaches Corner)

​Supporting Advisors During Turbulent Times Webcast Series​ by TD Ameritrade Institutional. Click the link for webcast dates and topics.​

​Life and Wellness Webinar Series​ by Janus Henderson Investors. Click the link for webinar dates and topics.​​

​Coronavirus: What Heart and Stroke Patients Need to Know (video) by American Heart Association​

Coronavirus Resource Center by the American Heart Association​

​Tools for Navigating Market Volatility​ by Vanguard. Includes links to upcoming webinars and other educational resources.​

On-Demand Webcast: Perspective on Recent Market Volatility​ by Dimensional Fund Advisors

​​Replacing Panic with Perspective​ from Orion Advisor Tech​

​CEO Roundtable: Leading Through Change​ --- an on-demand replay of the April 2 live event by MobileAssistant​

​​Navigating Coronavirus Uncertainty resource page by Janus Henderson Investors

Covid Crisis Digital Marketing Do's and Don'ts​ by The Kalli Collective​​

​The Coronavirus Pandemic and Your Virtual Business Model​ by Broadridge Advisor Solutions

JUST ADDED! What We Look for During a Crisis by Impax Asset Management

​JUST ADDED! Companies in the Time of COVID-19: Stepping Up or Running Amok?​ by Impax Asset Management

If you're a chapter leader or chapter executive, you likely have questions about the Coronavirus and how it may impact your chapter programs and events. The following information is designed to provide some guidance.

Advisory Bulletin to chapters on navigating the uncertainty relating to chapter events​

Chapter Leadership Connection on FPA Connect

Information center from the American Society of Association Executives (ASAE) providing guidance to association leaders ​

​Chapter Leader Learning Call for March 2020​ where various issues relating to chapter operations in this time of uncertainty were discussed.

​How FPA of New Jersey is Adapting to the New Reality​ (new post to the OneFPA Beta Blog)​

​How FPA of Metro New York is Handling the Pandemic – Part 1​​ (post to the OneFPA Beta Blog)

​How FPA of Metro New York is Handling the Pandemic - Part 2 (new post to the OneFPA Beta Blog)

Finding Quality Speakers – login required to the Chapter Leadership Connection community (PDF)

Running Effective Virtual #Nonprofit Meetings: 9 Best Practices for Facilitating Engagement – login required to the Chapter Leadership Connection community (Article)

How to Deliver Engaging Online Learning – login required to the Chapter Leadership Connection community (Article)

20 Tips for Successful Virtual Events – login required to the Chapter Leadership Connection community (Article)

How the CARES Act Can Assist Your Chapter – login required to the Chapter Leadership Connection community (On-Demand Webinar)

Interactive Virtual Learning – login required to the Chapter Leadership Connection community (PDF)​

FPA stands with its members as they navigate the realities of today's landscape and will do its part to provide assistance. This resource center will be updated frequently with additional information for both members and chapter leaders. Look for the 'Just Added!' to see newly added content!

If you're a member and are searching for resources to help you navigate the markets and support your clients, the below resources may be helpful. Please note that some resources will require you to login to the website.

Email communication to all FPA members from FPA President Martin Seay, Ph.D., CFP® and FPA CEO Lauren Schadle, CAE on March 11, 2020 regarding steps FPA is taking to support members, chapters and staff.

Staring Down the Bear [Market]: Investing Insights in Response to COVID-19 ― an article by FPA for members to use.

Upcoming virtual events to help you in serving your clients:

United States Senate Committee on Appropriations Summary of the CARES Act

Summary of the CARES Act by Groom Law Group

SBA Loans Available Under the CARES Act - recorded webinar from FPA of New Jersey

Planner to Planner: How Are You Communicating the CAREs Act to Clients? (from the FPA Practice Management Blog

Planner to Planner: The Paycheck Protection Program and Economic Injury Disaster Loan (from the FPA Practice Management Blog)

Client Communication Tips During Uncertain Times (March 19, 2020)

Coronavirus: How to Calm Anxious Clients (March 12, 2020 blog post) by Carly Schulaka

Planning for Conflict in Client Relationships (Oct. 2018) by Sarah D. Asebedo, Ph.D., CFP®; and Emily Purdon, CFP®, EA

From Irrational to Rational: 6 Steps to Guide Clients to Productive Decisions (June 2016 JFP) by Barbara Kay, LPC, RCC

Advising Clients During Turbulent Markets (March 2016 blog post) by Kent Baker and Victor Ricciard

Money on Your Mind: The Brain's Role in Financial Decision-Making (April 2010) by Doug Lennick, CFP®, with Kathy Jordan, Ph.D.

Fair or Foul: Weatherproofing a Practice Against Market Downturns (Nov. 2000 JFP) by Paul Palazzo

Got Stress? Good, Use It to Your Advantage (Nov. 2013 JFP) by John L. Evans Jr.

Planner to Planner: Reality Meets Your Business Continuity Plan (from the FPA Practice Management blog)

Planner-to-Planner: Taking Care of Your Community—Physically, Financially and Mentally (Practice Management blog)

Relevant content from FPA partners:

Short-Term Volatility: What's Your Move? (Vanguard)

Practical Tips for Times of Turmoil by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

Tools for Navigating the Coronavirus Downturn (Vanguard)

Corononavirus Pandemic Creates New Compliance Challenges (FORESIDE)

Talking Points for Client Conversations by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

More Practical Tips for Times of Turmoil by Adam Kornegay (Marketing and Messaging Coach, FPA Coaches Corner)

5 Marketing & Communication Tips for Financial Advisors in the Wake of Coronavirus by Samantha Russell (Twenty Over Ten)

So, You Have to Work From Home by Patty Kreamer (Productivity Coach, FPA Coaches Corner)

Supporting Advisors During Turbulent Times Webcast Series by TD Ameritrade Institutional. Click the link for webcast dates and topics.

Life and Wellness Webinar Series by Janus Henderson Investors. Click the link for webinar dates and topics.

Coronavirus: What Heart and Stroke Patients Need to Know (video) by American Heart Association

Coronavirus Resource Center by the American Heart Association

Tools for Navigating Market Volatility by Vanguard. Includes links to upcoming webinars and other educational resources.

On-Demand Webcast: Perspective on Recent Market Volatility by Dimensional Fund Advisors

Replacing Panic with Perspective from Orion Advisor Tech

CEO Roundtable: Leading Through Change --- an on-demand replay of the April 2 live event by MobileAssistant

Navigating Coronavirus Uncertainty resource page by Janus Henderson Investors

Covid Crisis Digital Marketing Do's and Don'ts by The Kalli Collective

The Coronavirus Pandemic and Your Virtual Business Model by Broadridge Advisor Solutions

JUST ADDED! Companies in the Time of COVID-19: Stepping Up or Running Amok? by Impax Asset Management

Advisory Bulletin to chapters on navigating the uncertainty relating to chapter events

Information center from the American Society of Association Executives (ASAE) providing guidance to association leaders

Chapter Leader Learning Call for March 2020 where various issues relating to chapter operations in this time of uncertainty were discussed.

How FPA of New Jersey is Adapting to the New Reality (new post to the OneFPA Beta Blog)

How FPA of Metro New York is Handling the Pandemic – Part 1 (post to the OneFPA Beta Blog)

How FPA of Metro New York is Handling the Pandemic - Part 2 (new post to the OneFPA Beta Blog)

Interactive Virtual Learning – login required to the Chapter Leadership Connection community (PDF)

If you're interested in being part of the Financial Planning Association family, visit JoinFPA.org.