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​A community for planners from around the world

Vision Statement:

"To create a gathering place for planners, those who support planning, and educators from around the world to learn from each other and share their experiences." 

Our main purposes are to:

  • Support, advise and encourage one another in our professional development
  • Share best practices on topics of group interest, including cross-border planning
  • Share resources, ideas, and knowledge to help strengthen and promote financial planning


  • Monthly conference calls
  • Face-to-face meeting – FPA Annual Conference in the fall
  • Online discussion group

If you are already a member, please visit us online.

For additional information about this Knowledge Circle, email Christine Walsh or call her at +1.303.867.7131.