FPA May 2018 - Take 5

New scholarship in honor of the late Dick Wagner designed to draw more CFP® professionals

In honor of the late Dick Wagner, FPA and the CFP Board Center for Financial Planning have jointly established the Richard B. (Dick) Wagner Memorial Scholarship Fund to help students complete CFP Board-Registered programs, and also support the advancement of new CFP® professionals through key programs, including FPA Retreat, FPA Residency and the FPA Annual Conference. The program will begin accepting applications from prospective and new CFP® professionals in early 2019. Learn more about the scholarship.

New research: Does your practice have a succession blind spot?

The Succession Challenge 2018: Why Financial Advisers are Failing to Plan for the Inevitable, new research from FPA and Janus Henderson Investors, not only explores whether or not financial advisers today are engaging in succession planning, but also looks at the key obstacles that are holding advisers back. Access the report, join in an interactive discussion on May 30, read this article, and check out the resources provided by Janus Henderson Investors to help kick-start your succession

Start getting media attention through FPA: sign up for media training in 2018

FPA is hosting its next All-Member Virtual Media Training on Thursday, May 17 from 4:00 to 5:30 p.m. ET. These complimentary trainings are open to all FPA members, and CFP® professional members who attend will qualify to take part in FPA MediaSource, where they can respond to reporter queries. Learn more about how you can ace your next media interview and sign-up for a media training session today!

Help build our professional community

The FPA Spring Membership Drive is underway, and you can help! Between May 1 and May 31, when you refer a new CFP® Professional or Allied Professional member to FPA, you’ll receive $25 off next year’s dues and the professional you refer will receive $200 off their first year membership dues. Your referral is the best compliment you could give FPA, and we are so thankful for your support! Refer a colleague today.

Receive a Cerulli report and win a gift card

Cerulli Associates is asking for your feedback on emerging trends impacting the financial planning profession, including portfolio construction, product use, and asset manager value-add. Take this survey to get one of these three reports for free: Choice Risk and Return, From Saving to Drawdown, or Allocating Assets for Public Good. Your participation also enters you for a chance to win a $500 AMEX gift card. Get started!




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