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​Providing U.S. Financial Planners with Thought Leadership on Active Investment Management

 

DENVER (January 11, 2017) - The Financial Planning Association® (FPA®) and T. Rowe Price today announced a strategic partnership to support active management investment education initiatives among FPA members. The new alliance will allow the 24,000 FPA members and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to seamlessly access T. Rowe Price's investment and retirement thought leadership content and to share it with their clients.

 

"T. Rowe Price has been a leader in active investment management for more than 75 years, which means our members and CFP® professionals will benefit from their knowledge and approach," says 2017 FPA President Shannon J. Pike, CFP®. "We are committed to forging a long-term relationship with T. Rowe Price, while delivering more tools that support our members and chapters. Our goal is to help those in our diverse FPA community better serve their clients active investment needs."


"Active management plays an important part in the investment process for financial planners and their clients," said George Riedel, head of U.S. Intermediaries for T. Rowe Price. "We are excited to expand upon our relationship with the Financial Planning Association, which has a solid track record and reputation for providing financial professionals with the tools and resources they need to build their businesses and support their clients' long-term investment and retirement goals."


FPA and T. Rowe Price will explore and collaborate on specific initiatives for the benefit of practitioners, which will include additional integration of T. Rowe Price, its experts and its thought leadership with select FPA chapters across the country. Participation by select chapters in activities with T. Rowe Price will be optional; chapters that are able to participate will help shape how T. Rowe Price will be incorporated into their programming.


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About the Financial Planning Association


The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide 24,000 members with OneConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.


About T. Rowe Price


T. Rowe Price is a global investment management organization with $812.9 billion in assets under management as of September 30, 2016. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers a variety of sophisticated investment planning and guidance tools. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research. For more information, visit Twitter, YouTube, LinkedIn, or Facebook.​