FPA provides the opportunity to engage with a community of senior executives through a variety of strategic offerings, designed exclusively for institutions and firms that deliver financial planning.

• Connect with a community of like-minded professionals
• Participate in world-class educational events
• Get access to award-winning publications and research products
• And more!

Resources

Community for Senior Executives
Engage leading experts, resources and firms who are pioneering financial planning in a large corporate environment.

Education & Training
Benefit from the best practices of financial planning practitioner leaders to enable, train and facilitate the financial planning process within your firm.

Financial Planning Recognition Programs
Showcase your commitment to the financial planning process and receive membership, PR, marketing and recruiting efforts.

Practice Management
Increase adviser productivity and profitability, reduce risk and enhance client interaction.

Corporate Benefits
Get savings on large orders and conference registration.

Institutional & Consumer Research
Gain insight into client needs and adviser best practices.

Consulting Services
Customized services for your organization deliver industry-specific, integrated solutions that support strategic marketing and operational goals.