In this month’s Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his “valuation mantra” and the insights on value and valuation that all financial planners need to know.…
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Subscribe to the “You’re A Financial Planner, Now What?” Podcast
Whether you’re new to financial planning or a practitioner with decades of experience, the changing nature of the profession ensures there’s always more to learn. The “You’re A Financial Planner, Now What?” podcast, hosted by FPA member Hannah Moore, CFP®,…
Enrich your career with a Financial Planners Journey to Australia in 2018
Financial planning is a global profession, so take time in 2018 to join an adventure of a lifetime to Australia to explore how financial planning is delivered…Down Under style. From Aug. 23 to Sept. 1, 2018, you can join Dan…
Students and Career Changers – Apply for the Montgomery Scholarship – Deadline is 12/31
Two $1,000 scholarships will be awarded to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc. We hope the…
Calendar Alert! 20 Birthdays and Milestones That Matter Most in Your Financial Life
Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight. Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is…
An Investor’s Guide to Transitioning Your Money — and Your Mindset — to Retirement
The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the…
November Anniversaries – New Members
25 Years Gery Gries, CFP®, AAMS Steve Lear, ChFC, CLU 15 Years James Bryan, CFP® 10 Years Scott Augustine, CFP® Mark Gabriel, CFP® J. Daniel Sullivan, CFP® 5 Years Darold Dornbush, CFP® New Members Michelle Buria, RSM Wealth Management Patrick…
Meet The New CFP® Director at MSU, Mankato
Minnesota State University, Mankato is excited to announce that Dan Hiebert, CFP® has been appointed the new CFP® Program Director. Dan brings with him more than 20 years experience in the financial services industry as an educator, practitioner, leader and…
Another Great Symposium…
SEE PHOTO GALLERY Submitted by Rachel Infante, CFP® – Director, Symposium Committee Symposium 2017 was a huge success!! Again, with over 600 attendees, we have marked ourselves as one of the largest FPA conferences in the nation. This year, we…
Take the FPA Policy Survey Today
Ever wonder how your association makes decisions on policy? We don’t do it without asking you first. This is your opportunity to let FPA know what you think about policy issues affecting your profession. Please consider helping out with just…
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