Activities and Projects – Member Experience Committee

Serving clients and building a business requires financial planners to have access to the latest thinking available on both the practice and  business of financial planning. The FPA Whitepaper Library is your opportunity to access whitepapers and content provided by…

Forty thought leaders from the financial planning profession gathered to collaborate on The Art of Practicing and the Art of Communication in Financial Planning – a new book that provides readers with insights on how financial planning should be viewed…

FPA Retreat 2017 was a terrific event full of wonderful content, and we hope you were able to join us. Even if you missed the conference, we’re pleased to announce the Retreat session recordings are now available. Don’t miss this…