Financial Planning Association (FPA)
The Financial Planning Association (FPA) is a nonprofit organization founded in 2000, dedicated to advancing the financial planning profession. With a team of 404, FPA offers a range of educational programs, networking events, and media engagement resources to support financial planners in their professional development.
History
The Financial Planning Association (FPA) was founded in 2000. Since its inception, the organization has focused on elevating the financial planning profession and providing resources for financial planners. The FPA operates as a non-profit entity and has grown to a team size of 404, classifying it as a medium-sized business. The headquarters is located in Denver, Colorado, US.
Services
The FPA offers a variety of services aimed at supporting financial planners. These include a media engagement program that features the FPA MediaSource platform, which connects financial planners with journalists. The organization also provides media training programs, educational content through live webinars and on-demand courses, and a marketplace with discounts on products and services for members. Additionally, the FPA facilitates networking opportunities through signature events and local chapter activities.
Educational Programs
The FPA provides best-in-class learning and certificate programs specifically designed for financial planning professionals. This includes a Learning Center that offers live webinars and on-demand courses to enhance the skills of financial planners. The organization also publishes the Journal of Financial Planning and the Financial Services Review, which serve as key resources for industry insights and research. Furthermore, the FPA hosts events like the Annual Conference and the NexGen Gathering, focusing on professional development.
Advocacy Efforts
The FPA engages in advocacy efforts to influence federal and state policies impacting the financial planning profession. It operates a Political Action Committee, which is the only federally registered PAC for financial planners. The organization also hosts an Advocacy Day, allowing members to engage directly with policymakers. These initiatives aim to support the interests and needs of financial planners across the country.
Community and Networking
The FPA supports a network of local chapters that provide community and resources for financial planners. It offers a Connect Communities platform for networking among members, as well as a Job Board for career opportunities in financial planning. The organization also hosts various events, including chapter meetings and the Chapter Leaders Conference, to foster connections and professional growth within the financial planning community.