The long-standing members of FPA of MN, members 10 years or longer, were privy to a wonderful presentation by Jason Kallsen of Twin Cities Wine Education. Jason provided insight on 7% of wines that fly under the radar in his…
Archives
Now is the Time to Recognize Exemplary Financial Planners!
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…
FPA of MN 2017 Annual GOLF and BOCCE BALL OUTING – August 7
Registration OPEN 18th Annual FPA of MN Golf & Bocce Ball Tournament Monday, August 7th · Midland Hills Golf Club – Roseville, MN It’s never too early to start thinking about golf! Networking with other financial and business professionals from…
FPA has the research you need to run a more successful practice
If you haven’t checked out the original research offered by the FPA Research and Practice Institute™, you’re missing out! Over the past few years FPA has conducted research on everything from business growth strategies and cybersecurity to effective client communication…
FPA’s highly acclaimed Residency program expands in 2017
If you’re looking for a top-notch, intensive client-centered financial planning training experience, you now have more opportunities to find it! Each year, due to its excellent reputation (as reported in Financial Advisor magazine), quality faculty and proven outcomes, the wait…
Expand your client network: Join the Betterment Advisor Network™
Meet mass affluent clients who need your financial experience and expertise. Offered through a strategic partnership among FPA and Betterment for Advisors, the Betterment Advisor Network™ supports FPA members by providing opportunities to build your business and while thoughtfully supporting…
FPA can help you with your business needs
FPA members can save thousands with companies like Twenty Over Ten, Advyzon, RightCapital, CalSurance, RIA in a Box and more! FPA has secured FPA member rates on business essentials to make your bottom line a little sweeter. Find offers to…
2016 FPA Annual Report is now available!
From original research and conferences to the Journal of Financial Planning to outstanding networking, 2016 was a year full of opportunity for FPA members to grow professionally and personally. The new 2016 Annual Report of the Financial Planning Association chronicles…
Homeward Bound named as Our Charity Pick for 2017 FPA Golf and Bocce Tournament
We are pleased to announce that Homeward Bound will be the benefactor of funds raised at our 2017 FPA Golf and Bocce Tournament. Homeward Bound provides quality and innovative services to support children and adults with severe and profound disabilities.…
CFP® professionals are registering for FPA Retreat 2017
With limited availability, CFP® professionals are rushing to sign up for FPA Retreat 2017. This is the marquee event for CFP® professionals because only at Retreat can practitioners uncover, address, and intimately engage with some of the most challenging, relevant,…
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