Become a Partner

Financial Planning Association is one of the largest, most active, and sophisticated financial advisor groups in the country with approximately 24,000 members and close to 100 active local chapters.  Financial Planning Association of Michigan (FPA MI) is widely recognized as a leader in the financial planning community. 

The FPA MI is the preeminent organization for financial planning professionals throughout the State of Michigan.

Why Choose FPA of Michigan as Your Partner?

2011 PARTNERSHIP BENEFITS AT-A-GLANCE

 

Membership Loyalty

  • 20 plus years - 16%
  • 15-20 years - 10%
  • 10-15 years - 21%
  • 5-10 years - 27%
  • Less than 5 years - 26%

Professional Designations

  • CFP® - 75%
  • CPA - 13%
  • ChFC - 10%
  • Other - 9%

Generations of Members

  • 50% - Baby Boomers (1940-1960)
  • 30% - Generation X (1961-1980)
  • 10% - Generation Y (1981-1990)

Based on Chapter Profile Report from FPA national (12/2010).


The Financial Planning Association of Michigan (FPA of Michigan) is one of the nation’s largest and most preeminent organizations for financial planning professionals.  FPA of Michigan members span throughout the entire State.

FPA of Michigan is among the very elite group of local chapters, having achieved prestigious awards several years in a row, from the Financial Planning Association, one of the largest most active financial advisor groups in the country with approximately 24,000 members and close to 100 active local chapters.

FPA of Michigan chapter events consist of members who are independent Certified Financial Planners® and financial professionals in the Michigan area.  Our Newsbrief and event notices go out to more than 550 FPA of Michigan members and over 700 prospects throughout the region.  

When you partner with the FPA of Michigan, your message is reaching out to the financial planning community.


Key FPA of Michigan 2011 Dates

  • CE Day - January 19th
  • 2011 Symposium - October 6th and 7th
  • Chapter Meetings projected for February, March, May (Ethics), June, September and November
  • Monthly Lunch and Learns projected for January through November

For specific meeting information, please view our Calendar of Events.


How to Make the Most of Your Partnership Investment:
 

  1. Attend every chapter event to be acknowledged as a Partner
  2. Get to meetings early to network with your target  Audience
  3. Follow up on members you meet in person for an informational session
  4. Use the mailing labels to contact the membership
  5. Take advantage of the advertisement and articles  to be included in the monthly Newsbrief

 

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