Research shows people benefit from broad-based financial planning education and need access to professionals who can help assure them that they are on the right track.
FPA encourages companies to partner with us in our mission to help individuals discover the value of financial planning. FPA offers unique resources and services to help those close to you achieve their goals and dreams through financial planning. Learn more about FPA partnerships.
Need someone to speak to your group about financial planning? Request a Speaker
Locate a guest speaker for an upcoming meeting or conference. Whether you want an expert to discuss the basics of financial planning or more specific financial planning issues like saving for retirement or college, FPA speakers can address virtually any personal finance or money management topic.
Financial Planning Materials
A library of informative materials, including an eNewsletter, financial planning blog, brochures, articles, and videos, on various personal finance topics, are available for you to share with your constituents.
Ask a Question
Some individuals may not be ready to hire a financial planner, but that doesn't mean they don't have questions about money. This e-mail hotline allows your employees to ask questions about general, personal finance topics and receive answers from members of the Financial Planning Association.
Find a Planner
If an employee is ready to hire a financial planner, how can they be sure to find a qualified, trustworthy professional? Our search service, PlannerSearch®, helps connect individuals with CERTIFED FINANCIAL PLANNER™ professionals in their local area.
Retirement Made Simpler
Help your employees save for retirement. Learn more about offering automatic 401(k) plans in the workplace.
Please call Ryanne Enyeart at 800.322.4237, ext. 7151 to learn more about FPA's educational resources and partnership opportunities.