The Financial Planning Association® (FPA®) invites you to become partners in our mission to ensure all Americans have the skills and resources necessary to reach their financial goals and dreams. By partnering with FPA, your organization can use financial planning to transform the lives of those closest to you and your community.
FPA offers unique benefits that are available to your group, including tools and services to help make them more successful and financially secure. The following resources must be shared with your employees and/or members to become an official partner of FPA.
- PlannerSearch®: When an individual is ready to hire a financial planning professional, how can he or she be sure to find a trustworthy advocate? FPA partners refer individuals to PlannerSearch, a financial planner search service provided by FPA that connects individuals with CERTIFIED FINANCIAL PLANNER™ professionals that best match their needs. Partners must link or integrate a private label PlannerSearch program built by FPA on their Web site. Visit www.PlannerSearch.org to learn more about FPA PlannerSearch.
- Financial Planning Resources: A library of informative materials on personal finance-related topics is available online via articles, guides, videos, eNewsletter and much more. The expanding series of financial topics includes selections on choosing and working with a financial planner, saving for retirement, college planning, investing, surviving a job loss and more.
FPA has additional resources to help educate those closest to you on the value of financial planning. To learn more about FPA and its educational resources, please visit www.FPAnet.org or call 800.322.4237, ext. 7151.
To partner with FPA, please email Ryanne Enyeart or call 800.322.4237 ext. 7151.