FPA Association News

Become a financial planning advocate!

FPA SmartBrief | Oct 21, 2016

Join other FPA members in FPA's advocacy efforts on the state and federal level and stay up to date on the latest financial planning issues. Learn about the issues that are impacting you and the profession and actively engage your state and federal representatives -- all through your professional home -- FPA. Get engaged today!

Return to Château Elan for FPA Retreat 2017

FPA SmartBrief | Oct 21, 2016

FPA Retreat 2017 will return to Château Elan in Atlanta, April 24-27. Engage with the best and brightest financial planners in the profession in peer-to-peer conversations to learn how to have a more meaningful impact on your clients and your practice. Registration is open and once again limited to 350 attendees.

Are you 36 or younger? Get involved in FPA NexGen!

FPA SmartBrief | Oct 18, 2016

FPA NexGen is a growing, vibrant community of young financial planners in FPA who are facing similar challenges and opportunities. The community of nearly 2,000 members -- who are 36 years old or younger -- are able to join discussions and brainstorm the latest trends and ideas with peers. This is your opportunity to learn and share with other like-minded young professionals, so join FPA NexGen today.

The latest practice management research is just a click away!

FPA SmartBrief | Oct 18, 2016

The FPA Research and Practice Institute is conducting regular research on a wide variety of practice management and investment topics to help FPA members expand their knowledge, grow their businesses and serve their clients. From research on business growth strategies to cybersecurity, and from effective client communication to trends in adviser compensation and benefits, you will find the research you need through the FPA Research and Practice Institute. Access the research library now!

Are you connecting with your peers on FPA Connect?

FPA SmartBrief | Oct 14, 2016

Have questions about a planning issue? Need guidance from your peers on a critical business challenge? Well, look no further than the All-Member Open Forum on FPA Connect. This online community is bringing together thousands of our financial planning peers who are eager to share their thoughts and best practices on a wide variety of issues important to you. Access FPA Connect and the All-Member Open Forum today!

Learn your way through the FPA Professional Development Center

FPA SmartBrief | Oct 14, 2016

Honing your skills as a knowledgeable, competent financial planner is paramount today in a world where the profession is evolving rapidly. To help, FPA makes available the Professional Development Center at OneFPA.org, which makes it possible for you to learn in your own unique way. The center integrates everything related to learning and professional development at FPA. Start learning YOUR way today!

Register for the 2017 FPA Annual Conference for only $699!

FPA SmartBrief | Oct 11, 2016

Online registration for the FPA Annual Conference -- BE Nashville 2017 is open! Read a recap of what a successful event this year's conference was to understand why you need to join the largest gathering of CFP professionals in Nashville Oct. 2-4. Plus, register online using promo code BEW@BE17 to save $100 on early bird registration!

Check out the FPA All-Member Virtual Update from Oct. 6 -- on-demand!

FPA SmartBrief | Oct 11, 2016

Did you miss the All-Member Virtual Update on Thursday, Oct. 6? If so, you can view the 30-minute webcast on-demand to get caught up on some of the exciting things happening in your professional home -- FPA. You'll learn about the development of the FPA Member Advocacy Council, the launch of the new Cornerstone Partner Program, the latest cybersecurity research from FPA and TD Ameritrade Institutional, and how an FPA Annual Conference attendee will use what he learned to help him in his career advancement. Access the webcast now!

Maximize your online visibility with FPA PlannerSearch

FPA SmartBrief | Oct 07, 2016

In today's ultra-competitive digital world, appearing at the top of Google searches is paramount for anyone wanting to attract new business. The newly redesigned, re-engineered FPA PlannerSearch will help make you more visible when consumers search for you by name or search for financial planners in your area. If you're already listed, be sure to keep your profile current. Not yet part of it? Learn more about FPA PlannerSearch today!

Connect and learn with your peers with FPA Knowledge Circles

FPA SmartBrief | Oct 07, 2016

FPA Knowledge Circles are gathering places for like-minded members who want to engage in dialogue about best practices and innovations on particular topics. They provide members with a unique opportunity to hear cutting-edge thinking on specific topic areas that are of keen interest to you. Currently there are Knowledge Circles for Business Success, Estate Planning, International/Cross-Border, Investment Planning, Retirement Planning, Tax Planning and Tax Strategies, Theory in Practice (Academic/Practitioner), Public Policy and Regulation, and Women and Finance. Learn more and join an FPA Knowledge Circle today!

FPA All-Member Virtual Update on Oct. 6!

FPA SmartBrief | Oct 04, 2016

Learn about the FPA Member Advocacy Council, the latest cybersecurity research and other exciting happenings taking place in your professional home -- FPA! Join FPA staff and leaders for an FPA All-Member Virtual Update on Thursday, Oct. 6 at 2 p.m. ET. This quick 30-minute webcast will bring you up to speed on what FPA is doing for you! Learn more and register today!

Get the latest cybersecurity research now from FPA and TD Ameritrade Institutional

FPA SmartBrief | Oct 04, 2016

Despite the fact that 8 in 10 advisers identify cybersecurity as a high priority, only 29% of advisers completely agree they're fully prepared to manage and mitigate the associated risks. Is Your Data Safe? The 2016 Financial Adviser Cybersecurity Assessment from the FPA Research and Practice Institute and sponsored by TD Ameritrade Institutional, is a quantitative report that will inform three whitepapers available in the coming months designed to deliver much-needed actionable next steps to address cybersecurity threats. Get the report now!

Are you using your FPA discounts?

FPA SmartBrief | Sep 30, 2016

FPA members save 10% to 50% on the leading financial planning, portfolio management, rebalancing and risk-profiling software, as well as industry CRMs and alternative investment research platforms. One of FPA's Top Partners, MoneyGuidePro, offers FPA members an exclusive rate of $995 on their software, which can surpass the rate many advisers receive from their broker-dealer. Seriously! Learn more.

Check out the FPA Annual Conference – BE Baltimore 2016 recap

FPA SmartBrief | Sep 27, 2016

The 2016 FPA Annual Conference was a huge success! Read a snapshot of this year's conference, find your face in the crowd if you attended and read the key takeaways from the 2016 Annual Conference. Register online before Oct. 7 for the FPA Annual Conference – BE Nashville 2017 using promo code BEW@BE17 to save $100 on early bird registration!

Win an RICP scholarship from FPA and The American College

FPA SmartBrief | Sep 27, 2016

Considering expanding into the retirement planning space with a Retirement Income Certified Professional® designation from The American College? The designation includes three required, college-level courses that represent a total average study time of more than 150 hours and cover retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. One lucky FPA member will receive a full scholarship for the RICP program (valued at $2,450) for January 2018. Learn more.

Do you have a connection to the military?

FPA SmartBrief | Sep 23, 2016

Zeiders Enterprises has openings for financial professionals with experience and knowledge of life in the military. The military has aspects that are unique related to personal finance. You may be able to help Service members and their families to utilize financial tools that will help them make wise decisions during their time in service. Your experience related to military service can help build the encouragement they need to succeed. Go to www.zeiders.com and search Personal Financial Counselor openings.

Get the help you need with the FPA Professional Services Directory online

FPA SmartBrief | Sep 23, 2016

FPA has launched a new member benefit -- the FPA Professional Services Directory -- to provide members with even more resources and tools to support their professional and business success. The directory, accessible on FPA Connect, lists all Allied Professional and CFP professional members of FPA and serves as a resource to connect members who seek support in the financial planning process. Access the FPA Professional Services Directory today!

Sign up for FPA SmartBrief

Designed specifically for financial planners, FPA SmartBrief is a FREE 2x/week e-mail newsletter. It provides updates on retirement and investment savings, a weekly market report, practice management tips and policy news, in addition to the latest news and events from the FPA. Learn more