Join the Public Policy and Regulation Knowledge Circle and join your peers who share an interest on the public policy and regulatory issues that impact the practice of financial planning. Are you interested in discussing the re-proposed DOL fiduciary rule?…
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The All-New FPA PlannerSearch® is Now LIVE and Making You More Visible!
BIG NEWS! The newly redesigned, re-engineered FPA PlannerSearch® is now LIVE and better meets the needs of our CFP® members and the public. The significant overhaul of the site and search functionality was to shift the primary focus of the…
Is Suze Orman a Fiduciary?
Just prior to drafting this paper, I did a quick search in my Outlook Inbox for “DOL Fiduciary”- 192 results….and that doesn’t include the ones I’ve already sent to the Deleted box. So if you’re a financial advisor and you’ve…
FPA of MN Member Wins BestPrep’s 2016 Bunzel Volunteer of the Year Award
FPA of Minnesota member Jason Kley was recently honored with BestPrep’s 2016 Bunzel Volunteer of the Year Award for providing educational opportunities for students. Jason’s involvement with BestPrep goes back nearly 25 years, beginning with his attendance of Minnesota Business…
Keep Your Financial House in Order: 11 Tips to Stick to a Spending Plan
If you’re a person who has goals that require money to achieve, if you’re someone who wants greater control over your finances or your spending habits, or if you just want a clearer idea of where your hard-earned money is…
How Secure Is Your Personal Financial Information? Better Ask Your Advisor
Hackers and other scammers lurk around every corner of cyberspace, seeking ways to penetrate firewalls and other digital security systems to steal people’s personal information for their own gain. In 2015, for example, the Identity Theft Resource Center (www.idtheftcenter.org) logged…
See What’s Scheduled So Far for the FPA Annual Conference – BE Baltimore 2016
Download the schedule-at-a-glance for a sneak peek at sessions and speakers presenting at the FPA Annual Conference–BE Baltimore 2016 Sept. 14-16. Learn more about daily tracks, roundtable discussions and FPA exchange topics brought back by popular demand! Learn more and…
New FPA Whitepaper: Do You Understand the Value You Offer Clients?
FPA Members: Download your copy of Defining and Communicating Your Value – the first of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™. For FPA members only, the whitepaper walks…
Nominate Your Extraordinary Colleagues Today for FPA’s Top Awards
FPA is seeking nominations for two prestigious awards. The P. Kemp Fain, Jr., Award honors individuals for their significant contributions to the profession. The Heart of Financial Planning Award recognizes those contributing and giving back to the financial planning community…
Be a leader in your profession – consider serving on the 2017 FPA Board of Directors
Would you like to make a difference in your profession? Put your skills and passion to work—be a leader—submit your name as a candidate for the FPA Board of Directors. The board is the driving force behind FPA’s vision to…
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