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Skip Navigation LinksOneFPA > About > Press Room > SCOTUS Marriage Equality Ruling Opens the Door for Financial Planners to Increase Knowledge, Skill

​DENVER – With a 5-4 vote on Friday, June 26, the United States Supreme Court ruled that same-sex marriage is now a right nationwide. The Financial Planning Association® (FPA®), the professional association for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and PridePlanners, the association for planners who serve the LGBT community and unmarried couples, are eager to help financial planners learn how to best serve this client base.

 

"The recent SCOTUS decision will have significant impact on the work of financial planners who currently guide or who are interested in serving, LGBT families. FPA and PridePlanners are committed to helping planners obtain the latest in planning strategies and connect them with resources that will be integral in helping LGBT clients," said FPA and PridePlanners in a joint statement. "We have had a long working relationship to provide planners with access to educational content and opportunities to increase their skill set in this area and will be offering tools and training in the coming months to help planners learn what they need to know."


An interactive webinar on the issue of planning for LGBT and unmarried couples is in development and will be held in August. In conjunction with the FPA Annual Conference – BE Boston 2015, PridePlanners will conduct a special preconference event on Sept. 25 at the Boston Convention and Exhibition Center that will be followed by a breakout session at the FPA Annual Conference.


"The court's historic ruling opens the door fully for the financial planning community to work with the LGBT community, FPA and PridePlanners will now have the opportunity to engage a much larger audience to help planners accrue the knowledge and skill required to work with LGBT clients."

 

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About the Financial Planning Association

Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 24,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One ConnectionTM to tools and resources for professional education, business success, advocacy and community, FPA has become an 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 PridePlanners

Since 1999, PridePlanners has dedicated its mission to helping financial advisors and allied professionals who serve the LGBT community and unmarried couples with timely and informed financial information to more effectively guide their clients. PridePlanners offers robust networking opportunities to help those within its nationally diverse membership. Conferences, which have been held since 2001 in locations like Provincetown, Palm Springs, Washington, D.C., Orlando and Boston (2015), have provided members direct access to some of the sharpest minds serving the LGBT community and other non-traditional families. PridePlanners believes that the better prepared their clients are, the more they are able to give back to their communities with passion and conviction. Learn more about PridePlanners at PridePlanners.org.​