FPA Association News


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 All-Member Virtual Media Training on Sept. 29

FPA SmartBrief | Sep 20, 2016

Want to learn how to positively engage journalists? Sign up for the complimentary All-Member Virtual Media Training on Sept. 29 from 4 to 5:30 p.m. to learn how to effectively handle your next interview. Any FPA member who is also a CFP professional and attends the training will also be able to be part of FPA MediaSource -- the automated media query system that sends reporter queries to qualified financial planners. Learn more and register today!


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

FPA SmartBrief | Sep 20, 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!


FPA Annual Conference day passes available

FPA SmartBrief | Sep 13, 2016

Can't make the entire FPA Annual Conference Sept. 14-16? Join us for a day! Prices start at $450 and allow you to have a full registration for the day to enjoy keynote and other notable speakers, earn CE and meet with onsite business coaches for one-on-one advice to take your practice to the next level. Register today!


Access exclusive FPA member benefits today

FPA SmartBrief | Sep 13, 2016

Did you know that FPA offers members a wide range of exclusive discounts on various services, programs and products designed to help you in your work and business? Access the FPA Member Advantage Program today to get deals for back office support, technology, marketing, education and much more. And don't just take our word for it -- this is what FPA member Brian Fricke, CFP has to say about the program: "I'm not responsible for most purchasing decisions in my business, but I do make sure those that are responsible know about this great member benefit!"


Get your fiduciary questions answered from the DOL Chief of Operations
at #FPABE

FPA SmartBrief | Sep 09, 2016

Get an update on the DOL ruling from Tim Hauser, architect of the Conflict of Interest Final Rule, at the FPA Annual Conference. Professor Ron Rhoades, J.D., CFP, and Tim Hauser will be on stage discussing where the rule is and what they are hearing from the industry and will take questions from attendees. Jamie Green of ThinkAdvisor.com and Investment Advisor Magazine will host the session and moderate the Q&A. Register now!


Schedule your appointments with business coaches at the FPA Annual Conference

FPA SmartBrief | Sep 09, 2016

Schedule your exclusive one-on-one advice sessions with noted business experts at the FPA Annual Conference for advice on practice management strategies. Coaches will give you personal and practical advice on cybersecurity, marketing/branding, fiduciary compliance, social media, team building and websites. Sign up now for your free sessions at the FPA Annual Conference!


You're Invited: Foundation for Financial Planning fall reception at the FPA
Annual Conference

FPA SmartBrief | Sep 06, 2016

Join the Foundation for Financial Planning for a reception during the FPA Annual Conference on Sept. 14 at 8:30 p.m. at the Hilton Baltimore Inner Harbor Hotel for an evening of networking, fun, food and drink as we celebrate the impact of pro bono financial planning. Kick-off the start of the fall season with specialty cocktails, desserts and giveaways from PGA Tour Superstore. RSVP now.


Looking for a job?

FPA SmartBrief | Sep 02, 2016

Apply to meet with top employers at the FPA Annual Conference. FPA will be hosting an onsite recruiting event featuring companies who are actively hiring to fill open positions throughout the country. Learn more about this special event and how to schedule an interview.




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