FPA Association News


A cause for the greater good

FPA SmartBrief | Apr 17, 2015

Would you like to help change the lives of service members and their families? Zeiders Enterprises Inc. has a variety of opportunities to fit the level of availability you wish to devote. Whether it is a position with a program that needs financial professionals "as needed," or a longer term commitment, they look to you for help in providing financial guidance and education to those in military service. Learn more!


Time to register for FPA Advocacy Day in Washington, D.C.

FPA SmartBrief | Apr 14, 2015

Get ready to join your fellow planners in Washington, D.C. on June 24 to advance the awareness of financial planning and FPA among your elected officials! The first such event last year brought together 65 members from 21 states who traveled to the Hill on their own dime to help spread the message on key issues. Register today to take part and have your voice heard!


Be a leader in your profession -- consider serving on the 2016 FPA Board of Directors

FPA SmartBrief | Apr 14, 2015

Would you like to make a difference in your profession? Put your skills and passion to work -- be a leader -- submit your name as a candidate for the FPA board of directors. The board is the driving force behind FPA's vision to be the professional membership association for the financial planning community and CFP® professionals. Contact board@onefpa.org to receive a board nomination package. Nominations are due July 1.


Call for research papers for 2015 FPA Annual Conference

FPA SmartBrief | Apr 10, 2015

Academic authors, submit your unpublished abstracts of 1,000 to 1,500 words in consideration for presentation at FPA BE: Boston 2015. Topics on all aspects of financial planning are desired. If selected to present your research at FPA's Annual Conference, you could get on-site feedback from financial planning practitioners. Submissions are free and due by May 30. Submit your abstract today at CallForPapers@OneFPA.org.


David Meerman Scott has joined FPA's Annual Conference keynote speaker lineup

FPA SmartBrief | Apr 10, 2015

David Meerman Scott will focus on how to generate attention to build businesses in today's always-on, web-driven world. He will lay out meaningful and measurable no-cost strategies to instantly reach your audiences. Learn how to apply new thinking to social media, message driven marketing and the PR paradigm while learning how to create content your audience is eager to read more about. Register now!


FPA members can receive a free website consultation

FPA SmartBrief | Apr 07, 2015

FPA members receive a free website consultation with FPA partner, Advisor Websites, where you can learn how to improve your site's overall performance. The assessment will outline top opportunities to increase website traffic and leads, including search engine optimization, calls-to-action and the overall look and feel of your site. Members, schedule your 30-minute assessment.


Advance in your career: Get a mentor

FPA SmartBrief | Mar 31, 2015

As an FPA member, take advantage of FPA MentorMatch to learn best practices and tips from an experienced practitioner. This program allows you the flexibility to create a mentoring relationship based on your unique needs. Sign up today!


FPA NexGen Gathering -- registration is now open!

FPA SmartBrief | Mar 31, 2015

Join us for the 2015 FPA NexGen Gathering being held at The University of Texas at Dallas in Richardson, Texas, June 19-21. The conference theme is BUILDING COMMUNITY, providing opportunities for attendees to engage in dialogue on issues of importance to young financial planners and a chance to get to know your peers and colleagues in an intimate and free-flow setting. Register today!


It's never too early to learn

FPA SmartBrief | Mar 27, 2015

Join FPA Residency 2015, Oct. 2-7, for an in-residence program for new or soon-to-be CFP® professionals to build experience in real financial planning scenarios. Team up with a mentor and fellow residents to progress through case studies that address financial and life issues facing the same client as their situation changes over a period of years. Learn more and register.


Call for academic papers for 2015 FPA Annual Conference

FPA SmartBrief | Mar 24, 2015

Academic authors, submit your unpublished abstracts of 1,000 to 1,500 words in consideration for presentation at FPA BE: Boston 2015. Topics on all aspects of financial planning are desired. If selected to present your research at FPA's annual conference, you could get onsite feedback from financial planning practitioners. Submissions are free and due by May 30. Submit your abstract today at CallForPapers@OneFPA.org.




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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