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Financial Planning Association (FPA)
Financial Services
Denver, Colorado 53,327 followers
Elevating the profession that transforms lives through the power of financial planning.
About us
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.
- Website
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https://www.financialplanningassociation.org/
External link for Financial Planning Association (FPA)
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Denver, Colorado
- Type
- Nonprofit
- Founded
- 2000
Locations
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Primary
1290 Broadway
Ste. 1625
Denver, Colorado 80203, US
Employees at Financial Planning Association (FPA)
Updates
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FPA LIVE with Candace DeLuca and Diane Souder on Positive Community Impact Join us for the next episode of FPA LIVE, in which we talk with Candace DeLuca, pro bono director at FPA of Central Ohio, and Diane Souder, office manager of the New Directions Career Center. We will chat about the collaboration between the organizations, the pro bono financial planning and financial education programs they are working on, and the collaboration’s impact on the local community, especially women looking to achieve financial stability. Tune in!
FPA LIVE with Candace DeLuca and Diane Souder on Positive Community Impact
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A.U.M.™ - FINRA/SEC Regulations Being Enforced What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Department of Enforcement." Cue the pit in the bottom of your stomach. In this FPA sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on the litigation trends that special guest Andrew Shedlock, J.D., of Kutak Rock has noticed this year—and what you can do to protect yourself.
A.U.M.™ - FINRA/SEC Regulations Being Enforced
www.linkedin.com
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Join The Foundation for Financial Planning for a webinar on Helping Older LGBTQ+ Americans Navigate Retirement on Monday, September 9 at 1:30 PM ET. In this webinar, CFP Board Ambassador, Laura J. LaTourette, CFP®, will dive into recent LGBTQ+ retirement trends, the impact of the HIV/AIDS crisis as well as other factors on retirement, and the retirement concerns facing low- to moderate-income LGBTQ+ elders. By the end, CFP® professional volunteers will learn how to become an ally and advocate for their LGBTQ+ clients during and beyond pro bono engagements. Register Now: https://hubs.li/Q02N59tJ0
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FPA LIVE with Matt Halloran on Influence Marketing Join us for the next episode of FPA LIVE, in which we talk with Matt Halloran of ProudMouth, one of the most respected and, dare we say, influential marketing experts in financial services. In this conversation, we will talk with Matt about why he encourages financial professionals to “be your own loud,” why influence marketing can transform today’s financial planning businesses, his upcoming book, and much more. Tune in!
FPA LIVE with Matt Halloran on Influence Marketing
www.linkedin.com
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A.U.M.™ - Identifying and Combating Online Security Threats So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keeping your practice safe from digital security breaches and compliance fines is just as important as protecting your client’s confidentiality, and, SPOILER ALERT: that includes your marketing. In this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking about how what you share on social media and your website can leave you vulnerable to cybercrime. Learn how to look at your content through the lens of a cybersecurity expert as we talk with Daniel Metcalf, speaker, tech enthusiast, Co-Founder and President of Cyberfin.
A.U.M.™ - Identifying and Combating Online Security Threats
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Today is the FINAL DAY to register for FPA Annual Conference 2024! Join us in Columbus, Ohio this September for what you need to pursue mastery in the business, practice, and profession of financial planning. Can't make all three days? DAY PASSES ARE AVAILABLE! Register now: https://hubs.li/Q02MvtTh0
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Fall 2024 Elder Planning Specialist Program Begins September 16th! Created by Annalee Kruger and Robert Mauterstock CFP, co-founders of Plan4Life, LLC, and Robert Powell, CFP®, RMA®, the Online Elder Planning Specialist Program is a first-of-its-kind, 12-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisers have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty-plus years! Care Right Inc. Register Here: https://hubs.li/Q02M52n50
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Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other adviser designations. And CFP Ethics, too! Register now: https://hubs.li/Q02M5gTv0