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Take 5 - News from the FPA March 2019

Get Up-To-Date on the OneFPA Network

Calling All Members: Consider Applying for the 2020 FPA Board of Directors

2018 FPA Annual Report Now Available

FPA is Supporting the Needs of Latino Financial Planners

Ignite Your Passion at FPA Retreat 2019

Get Up-To-Date on the OneFPA Network

As FPA continues the listening tour to solicit stakeholder input on the OneFPA Network draft plan and vision, we want to continue to update members on what we are hearing. Be sure to check out the OneFPA Network Round-Up for March where you can learn about the concerns and questions we are receiving, the many listening tour stops with chapters, the volunteers taking part in task forces, and more.

Calling All Members: Consider Applying for the 2020 FPA Board of Directors

Are you passionate about building our profession and positioning the profession—and FPA—for a strong and vibrant future? If so, FPA would like to invite members to consider submitting an application for service on the FPA Board of Directors. Join a group of dedicated, dynamic FPA leaders who recognize the importance of today’s actions on the future of the profession by contacting [email protected] to receive a board application package. Complete applications are due Monday, June 3, 2019.

2018 FPA Annual Report Now Available

Discover the initiatives and activities of your professional home—FPA. From outstanding new programs, content and research to advocacy and community efforts focused on the advancement of the profession, 2018 was a year for elevating the success of CERTIFIED FINANCIAL PLANNERTM professionals and the financial planning profession. Bringing together practitioners of diverse business models to strengthen the skills and expertise of financial planners, FPA helps financial professionals build their practices and better serve their clients. View the report to learn more about FPA benefits that helped members advance in their careers in 2018 and beyond.

FPA is Supporting the Needs of Latino Financial Planners

FPA recently launched the FPA Latino Knowledge Circle to provide a home for FPA members who are of Hispanic-Latino descent. The new Knowledge Circle will help Latino financial planners collaborate, share ideas, engage in professional development and make connections. In collaboration with the Latino Leadership Institute, this online community will kickstart programming over the next 12-months by hosting a series of webinars designed to meet the needs of Latino planners. FPA members interested in joining the FPA Latino Knowledge Circle can sign-up today.

Ignite Your Passion at FPA Retreat 2019

Join us at FPA Retreat 2019 to engage with financial planning’s top thinkers, trailblazers and change makers to build the future of the profession. The spirit of friendly discourse, a shared commitment to improvement and development, and a structure without formal boundaries promises to cultivate powerful interactions and connections between a group of planners at the top of their game. Register to attend FPA Retreat, May 6-9, 2019 at the Hilton La Jolla Torrey Pines Hotel in La Jolla, Calif.

 

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