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​ As the financial advisory marketplace becomes increasingly competitive, firms and advisers who set themselves apart will have to focus not only on providing financial advice, but also on running a growing and profitable business.


FPA conferences and educational programs serve as gathering places for the financial planning community. Enjoy the flexibility of having members of your firm attend meetings and conferences at substantial discounts both locally and regionally.

Templates & Tools

Get substantial members-only discounts on practice management tools, client marketing tools, education products and much more.

  • Marketing, Compensation, HR Compliance, Succession
  • Online Registration
  • Custom Programs


FPA offers a number of unique publishing opportunities for large firms through the Journal of Financial Planning.

Online Resources​​

FPA delivers relevant live and on-demand programs that are aimed at every career stage. Subject matter experts present courses that provide financial planning professionals with the opportunity to develop and enhance their knowledge and competencies. 

Virtual Learning Center