FPA Association News


Learn to be a gen-savvy financial adviser at 2017 FPA Annual Retreat

FPA SmartBrief | Mar 24, 2017

FPA Annual Retreat 2017 | April 24-27 | "The Gen-Savvy Financial Advisor" | The challenge for financial advisers today is to provide financial services and create new adviser-client relationships that match the expectations and experiences of the next generation of investors. Learn how to understand each generation's characteristics and anxieties prompted by downturn. Register today!


How are you investing today and over the next year?

FPA SmartBrief | Mar 24, 2017

FPA and the Journal of Financial Planning, in partnership with Longboard Asset Management, are conducting the annual Trends in Investing Survey to gauge adviser use and recommendation of various investment vehicles and approaches to diversification. Over the past seven years, this research has provided you with unique insights to how your peers are investing client assets. Please take a few minutes to respond to this year's survey!


See what FPA, as your professional home, did to support you over the past year!

FPA SmartBrief | Mar 21, 2017

From original research and conferences to the Journal of Financial Planning to outstanding networking, 2016 was a year full of opportunity for FPA members to grow professionally and personally. The new 2016 Annual Report of the Financial Planning Association chronicles how FPA has supported members over the past year and what is on tap for 2017. Access the report today to learn what FPA has been doing as your professional association!


Let your voice be heard on those matters that impact you as a practitioner

FPA SmartBrief | Mar 21, 2017

FPA is proud to be the voice for practitioners and all CFP® professionals and is now making it easy for our members to have their voices heard. The FPA Member Advocacy Council (MAC) is seeking input from FPA members and leaders on regulatory and certifying body activities, processes and initiatives in an effort to formulate recommended positions and action items. Working in cooperation with regulatory and certifying bodies, the MAC will be a conduit between these organizations and FPA members to provide them with valuable input. If you have an opinion you want to share with the MAC, please send it via email to FPAMAC@OneFPA.org.


Expand your client network: Join the Betterment Advisor Network™

FPA SmartBrief | Mar 17, 2017

Meet mass affluent clients who need your financial experience and expertise. Offered through a strategic partnership among FPA and Betterment for Advisors, the Betterment Advisor Network™ supports FPA members by providing opportunities to build your business and while thoughtfully supporting clients in a technologically-advanced world. Learn more and join the waitlist today.


Learn about converging trends that are shaping our world at 2017 FPA Annual Retreat

FPA SmartBrief | Mar 17, 2017

FPA Annual Retreat 2017 | April 24-27 | "Converging Trends that are Rocking Our World"; Dennis Stearns is a published author, founder of Stearns Financial Group and nationally recognized expert on financial planning. The Financial Planning Association calls Stearns "one of the leading financial scenario experts and futurists." He is considered an expert on "Super Trends," or how the convergence of globalization, technology accelerators, the global age wave and other forces will dramatically impact our investments, our financial planning, our careers and our lives in the future. Join the conversation at Retreat and stay ahead of the curve. Today is the last chance to save, act now!


FPA has the research you need to run a more successful practice

FPA SmartBrief | Mar 14, 2017

If you haven’t checked out the original research offered by the FPA Research and Practice Institute™, you're missing out! Over the past few years FPA has conducted research on everything from business growth strategies and cybersecurity to effective client communication and adviser compensation. This is your opportunity to access great research and action-packed whitepapers to make improvements to your business. Check out these valuable resources today!


Bring your friends and save up to $400 per person to attend the 2017 FPA Retreat!

FPA SmartBrief | Mar 14, 2017

The 2017 FPA Annual Retreat is quickly approaching, and we do not want you or your team members to miss out on an exciting group discount! The FPA Annual Retreat is an opportunity for CFP® professionals of all ages to deeply connect with others in the profession. It is a four-day gathering where the best and brightest innovators in financial planning convene to tackle today's business challenges, as well as network and have some fun. Register by March 17 to receive the following great offer: two attendees at $1,149/person ($400 total savings), three attendees at $1,049/person ($900 total savings), or four attendees at $949/person ($1,600 total savings). Contact us today to register at 800-322-4237 or MemberServices@OneFPA.org.


Elder abuse prevention takes center stage at 2017 FPA Annual Retreat

FPA SmartBrief | Mar 10, 2017

FPA Annual Retreat 2017 | April 24-27 | "Elder Abuse Prevention." The daughter of radio personality Casey Kasem experienced first-hand the effects of elder abuse as her aging father was dealing with dementia. Learn how to keep yourself, your loved ones and your clients from harm's way. Act by March 17 to save money!


Let FPA help you save money on the things you need to run your practice

FPA SmartBrief | Mar 10, 2017

Did you know that as an FPA member, you could save up to $60,000 over three years by taking advantage of special offers and discounts available only to FPA members? Save on back office needs, marketing, FinTech, insurance and more! Visit FPA's Member Advantage Program today.


Carl A. Hammerschlag joins the slate of keynote speakers at 2017 FPA
Annual Retreat

FPA SmartBrief | Mar 07, 2017

FPA Annual Retreat 2017 | April 24-27 | "The Way it Was is Not the Way it is, and Your Experience Could Be Your Worst Enemy!" Master story teller and internationally recognized author, physician and speaker Carl A. Hammerschlag, MD, will take you on a journey to rise above your limitations, remove your roadblocks, rekindle your dreams and transform your personal and professional life. Register by March 17 to save on group registration.


Young planners: Register for the FPA NexGen Gathering

FPA SmartBrief | Mar 07, 2017

Join us for the 2017 FPA NexGen Gathering being held at North Central College in Naperville, IL, June 23-25. The conference theme is LEAD TODAY, providing opportunities for attendees to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers and colleagues in an intimate and free-flowing setting. Register today!



From the FPA Member Advantage Program: Legacy planning solutions
for FPA members

FPA SmartBrief | Mar 03, 2017

FPA has partners with the tools to help your clients plan for a lifetime and beyond. Whether you need to build a plan, organize important documents and information for families, or offer access to heirs, FPA partners Yourefolio and Everplans have tools that show your value to your clients during the legacy planning process. Save hundreds by simply being a FPA member.


FPA members: Get more media attention in 2017

FPA SmartBrief | Mar 03, 2017

Have you thought about ways you can market you and your practice better in 2017? Why not go through FPA's media training program this year and then take part in FPA MediaSource -- the automated media query platform that is exclusively for CFP® professional members of FPA! We are pleased to announce that we have opened registration for four All-Member Virtual Media Trainings this year. Now is your opportunity to amplify your voice and marketing, so register for one of the media trainings today!




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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