Get substantial savings on large orders and conference registrations.
Conference Registrations
FPA conferences and educational programs—in-person and online—serve as gathering places for the financial planning community. Enjoy the flexibility of having members of your firm attend meetings and conferences at substantial discounts both locally and regionally, as well as online.
- Annual Conference
- Business Solutions
- Residency (may be customized for your firm)
- Retreat
- White Label Programs
- Custom Programs (designed specifically for your firm)
Publications
Significant discounts apply on items published by FPA Press, including the highly regarded FPA series of practice management books and magazines.
Membership
Take advantage of FPA's group membership rates for financial planning firms. As a member of FPA, financial advisers are entitled to discounts on conferences and online education courses that will enhance their ability to acquire, serve and retain clients. Firms that support FPA by taking advantage of group membership also will be recognized in upcoming FPA publications.
Practice Management Resources
The FPA Practice Management Scorecard leverages the McLagan Partners proprietary benchmarking technology and FPA's knowledge of the financial planning marketplace. It's a robust tool for determining a practice's business performance relative to similar practices in its local market, helping identify ways to improve the business. For corporate purchases, substantial discounts and management reporting services are available.
