DENVER – A hallmark of the Financial Planning Association® (FPA®) is the spirit of collaboration among financial planning professionals of all backgrounds and business models. To amplify that collaboration FPA is launching Knowledge Circles, a collection of dynamic communities centered on specific subjects that enable participants to address client problems, tackle business objectives and connect globally with peers.
Open only to FPA members, Knowledge Circles will enable professionals to coalesce around subjects of specific interest. These Circles will not only allow participants to delve deeper into core subject areas, but will be central to future FPA programming. By using these Circles as proving grounds, FPA will be better positioned to create content of importance and interest to members.
“While FPA members are dedicated to the practice of financial planning, they often have specialties or topics they are simply enthusiastic about,” said Lauren M. Schadle, CAE, FPA executive director and CEO. “The Knowledge Circle program will allow members with a specific interest to discuss best practices and work collectively on innovative ideas while providing valuable guidance to FPA.”
The program will be rolled-out over the next 12-months and will include the establishment of eight Circles, each with a specific focus area. The Circles will be spearheaded by “host” volunteers who will act as curators of content, facilitators of discussion, and help drive engagement of Circle participants. Professionals interested in serving as a host of a Knowledge Circle can apply
now. Those interested in participating can sign-up
to be added to a “pre-list” comprised of future Circle participants.
The first three Knowledge Circles will be introduced at FPA’s Annual Conference – FPA BE: Seattle 2014
– on Sept. 20-22, including Circles for Business Success, International, and Retirement Planning/Social Security Optimization. In the months following the conference FPA will introduce Circles for Estate Planning, Investment Planning, Risk Planning, and Tax Planning.
“The Knowledge Circle program will be instrumental in enhancing the overall quality of content developed by FPA – in print, virtually, and at our conferences – while also giving our members an opportunity to further engage with their peers on those matters of importance to their clients and businesses,” added Schadle.