Sign In

Skip Navigation LinksOneFPA > About > Press Room > FPA to Educate Policymakers During 2nd Annual Advocacy Day in Washington, D.C.

​DENVER – Financial planners help millions of Americans save and plan for their futures every day. Unfortunately, too many planners are silent on vital issues that are key to their livelihood as professionals and the profession as a whole. That is why the Financial Planning Association® (FPA®) will bring planners from all over the country together to participate in the 2nd Annual FPA Advocacy Day in Washington, D.C. on June 24, 2015.


Part of FPA's overall advocacy strategy, FPA Advocacy Day will build on the success of last year's event by increasing the involvement of members during a day-long series of meetings with their elected officials and leaders on financial services committees. While the meetings will once again focus on creating greater recognition of FPA and financial planning issues on The Hill, it will also serve as a learning opportunity for FPA members to bring that training back to their state level advocacy programming throughout the year. Fifteen such state level advocacy events will be conducted by early June that will involve members from 57 different FPA chapters.


"As the home and membership association for all Certified Financial Planner™ (CFP®) professionals, we owe it to our members to advocate for issues that impact the profession while supplying them with the necessary training to advocate for their profession locally," said FPA Executive Director/CEO Lauren M. Schadle, CAE. "Advocacy Day on the Hill last year demonstrated that our members have an impactful voice when they can come together in support of the profession. We look forward to building on that success."

                                                                                                                                                                 During the inaugural Advocacy Day last year, FPA members engaged in meetings with Representatives, Senators and leaders of the House Financial Services Committee and Senate Banking Committee. Members of the FPA Board of Directors also met with key leaders of the White House Business Council and National Economic Council to discuss policy issues. Since the event last June, FPA has been sought for expert input from the House Ways and Means Committee and the General Accounting Office (GAO), in addition to providing expertise input to various state assemblies.​


All participants will take part in a training program before the event to help them prepare for meetings with lawmakers. A media roundtable will also be held on June 23 to bring members of the media up to speed on Advocacy Day events, general FPA advocacy efforts, and issues impacting the profession.


"Our members are unique in their willingness to come to D.C. on their own dime and advocate for FPA and our entire profession. And they bring that experience back to the chapters. The number of advocacy committees FPA members are serving on is growing into a country-wide network. That's huge," explained FPA Advocacy Director Karen Nystrom.


"FPA is the voice for our members…we are there in real time, in state capitals and on the Hill in Washington D.C., talking with influencers and advocating for the profession," added Schadle.


Registration for FPA Advocacy Day opens on March 15 and can be completed at​