FPA collaborates with organizations to help the public discover the value of financial planning and build awareness about the financial planning profession.
In 2006, FPA and AARP joined forces to help educate individuals 50 and over on the importance of financial planning. Through FPA's relationship with AARP, FPA appeared in AARP's first-ever financial planning insert in AARP Bulletin and Segunda Jeventud's magazines June 2006 issues. The special section included money makeovers that paired up AARP members with FPA members for general financial planning advice. Additionally, FPA's president, president-elect and chair provided answers to many readers' questions. AARP Bulletin reaches 22 million AARP members and Segunda Jeventud reaches 600,000 Spanish-speaking AARP members.
FPA was also selected as one of only two organizations that AARP recommends to their state offices for speaking engagements. AARP cited FPA's level of professionalism, organizational commitment to volunteerism and trust as the key reasons FPA was chosen.
FPA and AARP have partnered to create A Guide for Financial Professionals Working with Older Clients. This simple, accessible, straight-forward guide helps financial planning professionals communicate and work with retirees. The guide was promoted and distributed to FPA members, the financial services industry, financial associations and financial planning professionals in 2008. A complimentary Webinar was also provided via FPA's Virtual Learning Center to FPA members at no charge, FPA non-members were charged a nominal fee.
Lastly, AARP participated in FPA's Consumer Advisory Group to provide overall strategic advice to FPA on the consumer market development goals, initiatives and programs.
FPA and Aetna joined forces in late 2004 to create the public education campaign, Plan for Your Health. The campaign gives consumers tools and information they need to make smart health benefit decisions that help them protect their financial future. Learn more about the campaign by visiting.
In 2008, FPA and ALS Association joined forces to help individuals and their families sort through the complicated financial issues that arise when one is diagnosed with a devastating disease, such as ALS. ALS hosted a presentation by FPA entitled, "Financial Planning for Life with ALS." The seminar provided tips for insurance, budgeting, investments, taxes, estate planning, government and community resources, and more.
American College of Emergency Physicians (24,500 members)
FPA and the American College of Emergency Physicians (ACEP) joined forces to help emergency physicians learn the value of financial planning. Through its relationship with ACEP, FPA educates practitioners on a variety of personal financial planning topics by providing guest speakers for ACEP conferences, educational seminars and literature. Additionally, a private label FPA PlannerSearch program is integrated on the ACEP Web site in an effort to connect physicians with CFP® professionals. ACEP members are able to easily search for financial planners in their area by visiting the ACEP Web site.
American Institute of Architects
In 2008, FPA and the American Institute of Architects joined forces to help architects financially plan during turbulent market conditions. The American Institute of Architects conducted a Q&A interview with an FPA member. The interview was recorded and posted as an audiocast on the American Institute of Architects member Web site.
American Pharmacists Association (50,000 members)
FPA and the American Pharmacists Association™ (APhA) have teamed up to help new pharmacy practitioners discover the value of financial planning. Through its relationship with APhA, FPA educates practitioners on a variety of personal financial planning topics by providing guest speakers for APhA conferences, educational seminars and literature. Additionally, a private label FPA PlannerSearch program is integrated on the APhA Web site in an effort to connect new practitioners with CFP® professionals. APhA practitioners are able to easily search for financial planners in their area by visiting the APhA Web site.
Boomer-Living.com, a subsidiary of The National Center for Baby Boomers, Inc., is a unique and innovative internet resource whose goal is to meet the needs and interests of active and creative Baby Boomers. Boomer-Living.com has integrated a private label PlannerSearch program on its site to help visitors find a financial planner in their area.
Through our relationship with Boomer-Living.com, FPA was invited to provide four spokespeople to be Boomer-Living Directors and/or Boom J Experts. Boomer-Living.com uses FPA spokespeople to offer financial planning educational content related to baby boomer's unique circumstances. Boomer-Living is the content source for BoomJ.com, a social network for Baby Boomers. Boomer-Living.com will be the educational arm for the two Web sites.
FPA and Ceridian, a leading information services company in human resources, retail and transportation markets, have joined forces to deliver educational seminars to companies nationwide. Ceridian refers its clients to FPA's PlannerSearch program when asked about financial planning services. FPA also distributes an FPA overview and brochures at each event.
ComPsych is a pioneer and worldwide leader in Guidance Resources, including integrated employee assistance programs (EAPs), behavioral health, work-life, wellness and crisis intervention services. Through our relationship with ComPsych, FPA delivers educational seminars to companies nationwide. Additionally, a private label FPA PlannerSearch program is integrated on the ComPsych Web site in an effort to connect their clients with CFP® professionals. ComPsych clients are able to easily search for financial planners in their area by visiting the ComPsych Web site.
Emeritus Senior Living
Emeritus Senior Living has integrated a private label PlannerSearch program on its site to help visitors find a financial planner in their area. In addition, Emeritus Senior Living will provide its residents with Financial Planning Prespectives articles to keep its seniors informed on time sensitive personal finance issues, along with access to FPA's "Ask a Planner" e-mail hotline. Finally, FPA will work with Emeritus Senior Living to host educational seminars that provide objective, unbiased information, covering issues ranging from retirement planning, budgeting and how to choose a financial planner.
JA Worldwide® (Junior Achievement)
FPA recognizes the overwhelming need to educate young people about financial responsibility and we're excited to announce that JA Worldwide® (Junior Achievement) and FPA have partnered to improve financial literacy for America's youth. By partnering with Junior Achievement, FPA hopes to educate America's youth on the benefits of financial planning while at the same time support Junior Achievement's core purpose to inspire and prepare young people to succeed in a global economy.
FPA, working in partnership with Junior Achievement, provides the bridge between financial literacy and education by teaching kids the financial planning process, their role in the economy, and the importance of education to their success in life. FPA and JA Worldwide's national alliance launched during FPA's Financial Planning Week, October 1-7, 2007. The national alliance asks for FPA chapters to work with their local Junior Achievement area offices to make valuable programs available to children around the country by providing an essential educational resource–volunteers. Junior Achievement will provide the training, program materials and support to match FPA volunteers with schools requesting Junior Achievement programs.
FPA and Jump$tart have collaborated to help educators make valuable programs available to children around the country by providing essential resources including volunteers and literature. Jump$tart highlighted FPA in its Fall 2007 Jump$tart Financial Smarts for Students print newsletter and mentioned FPA in its annual report to build awareness of the financial planning resources offered by FPA.
National Active and Retired Federal Employees Association (350,000 employees)
FPA conducts pre-retirement seminar series with the National Active and Retired Federal Employees Association (NARFE). The seminars, held in federal agencies across the country, educate federal employees about their unique retirement planning issues.
National Association of Women Business Owners (8,000 members)
FPA and the National Association of Women Business Owners® (NAWBO®) combine efforts to incorporate financial literacy into educational programs for NAWBO's members. FPA provides guest speakers for NAWBO conferences and events and NAWBO receives a variety of brochures on the financial planning process to distribute to its members. In addition, a private label FPA PlannerSearch program is integrated on the NAWBO Web site in an effort to connect women business owners with financial planners. FPA secured a speaking engagement and hosted an "Ask a Planner" session at NAWBO's 2006 annual conference, advertised in reciprocal publications and conducted educational seminars for both FPA and NAWBO members via FPA's Virtual Learning Center and a NAWBO teleconference.
During FPA's Financial Planning Week™, October 2-8, 2006, NAWBO President Carol E. Kuc, CMP, and Executive Director Erin M. Fuller, CAE, presented an interactive online presentation addressing the unique issues encountered by women business owners. The seminar, Unique Issues Encountered by Women Entrepreneurs, was offered to members of both organizations and to the public at a discounted rate through FPA's Virtual Learning Center.
National Business Association
The National Business Association (NBA) is a not for profit association, specifically designed and actively managed to assist the Self-Employed and Small Business Community in achieving their professional goals. The NBA uses its group buying power to provide its members with support programs, cost and time saving products, services and valuable small business resource materials. NBA has integrated a private label PlannerSearch program on its site to help business owners connect with financial planners.
National Endowment for Financial Education
FPA and the National Endowment for Financial Education (NEFE) collaborated on a Web site, Life Events & Financial Decisions. The online program was created by NEFE and explores financial considerations at various life stages, including becoming established, marriage, buying a home, military service and crises/emergencies.
National Hospice & Palliative Care Organization (2.5 million visitors per year)
FPA and the National Hospice and Palliative Care Organization (NHPCO) have teamed up to help individuals financially prepare for end-of-life care and to improve the quality of life for themselves and loved ones. Through its relationship with NHPCO, FPA educates families on a variety of personal financial planning topics including estate planning, advanced directives, insurance benefits and more. FPA provides guest speakers to deliver presentations at NHPCO hospices, delivered an e-learning seminar titled, "Financial Considerations with Losing a Loved One," provides literature on personal finance topics and easy access to FPA's e-mail hotline. Additionally, a private label FPA PlannerSearch program is integrated on the NHPCO Web site in an effort to connect individuals and their families with CFP® professionals. NHPCO consumers will be able to easily search for financial planners in their area by visiting the NHPCO's Caring Connections Web site.
Public Relations Society of America
FPA and the Public Relations Society of America (PRSA) have teamed up to help public relations professionals discover the value of financial planning. Through its relationship with PRSA, FPA educates professionals on a variety of personal financial planning topics by providing guest speakers for PRSA conferences, educational seminars and literature. Additionally, a private label FPA PlannerSearch program will be integrated on the PRSA Web site in an effort to connect public relations professionals with FPA members. PRSA members will be able to easily search for financial planners in their area by visiting the PRSA Web site.
FPA and SallieMae conduct seminars in schools and graduate programs across the country, educating soon-to-be law and medical school graduates and graduate school students on student loan repayment and financial planning.
FPA and Student Financial Aid Services, Inc. (SFAS) are teaming up to offer the +studentaid.com College Cost & Planning Report™ at a special discounted price. The College Cost & Planning Report™ arms students and their families with a detailed and accurate understanding of how much financial aid they may receive to help pay for college – years before the student applies. SFAS is the nation's largest and oldest student financial aid advisory and preparation firm in the country. StudentAid.com provides a suite of services to support the vision of helping students and families make well-informed, affordable college choice decisions that are appropriate for their career goals and financial circumstances.
U.S. Departments of Labor or Commerce
FPA works with the Colorado Department of Labor and the North Carolina Department of Commerce to deliver educational presentations and literature to soon to be displaced workers. Seminars provide financial planning information to help workers prepare for unemployment and outline retirement options for eligible employees. FPA's brochure How to Survive Financially after a Job Loss features both FPA and the North Carolina Department of Commerce's logos and is also distributed to help workers financially prepare for the future. For more information on the North Carolina Department of Commerce, visit http://www.ncdet.com/.
U.S. Department of Labor, Women's Bureau
The U. S. Department of Labor Women's Bureau, established by Congress in 1920, is the only federal agency mandated to represent the needs of wage-earning women in the public policy process. Wi$eUp is a financial education demonstration project targeted to Generation X and Y women. The centerpiece of the program is an eight-module curriculum offered online, as well as in a classroom setting, in educational institutions and other organizations in eight Women's Bureau regions. In the online program, the curriculum is complemented by an "Ask an Expert" feature, which permits participants to send questions by e-mail to volunteers with financial expertise. Another feature available to participants in both the online and classroom-based versions is a series of bi-monthly one-hour teleconference calls with featured speakers and a quest and answer session. Participants and experts (mentors) are recruited by local organizations who partner with the Women's Bureau.
FPA volunteers have been invited to offer their expertise on various financial planning topics via several Wi$eUp teleconference calls.
FPA and the U.S. Department of Labor, Women's Bureau also co-sponsored, "Wi$eUp: The Benefits of Creating a Financially Savvy Employee," on July 9, 2008 at the American Express Headquarters in New York, N.Y. The conference was open to public and encouraged American companies to provide free financial education to their employees and the community.
Wi$eUp also features FPA's Financial Planning Perspectives articles on the Wi$eUp Web site, under "NEWS & EVENTS" at http://wiseupwomen.tamu.edu/04-news-and-events/fpa-perspectives.php.
The U.S. Department of Labor, Women's Bureau will also be presenting "Wi$eUp — The Financial Education Program for Generation X and Y" at FPA Anaheim 2009 annual conference on October 12. To recruit FPA volunteers for the Women's Bureau Wi$eUp program, please contact Ryanne Enyeart.
VisaUSA Practical Money Skills for Life
VisaUSA Practical Money Skills for Life promotes FPA on their Web site and in syndicated newspaper columns they issue, which is carried in over 350 papers nationwide.