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For FPA Members
 
 

Mission Statement:

The Mission of the FPA/NEO is to be the primary organization in our community that promotes financial literacy, increases awareness of financial planning as a profession and enhances the ability of our members to serve their clients with the fiduciary standard.

 

Chapter Highlights

 

    Join us at our upcoming breakfast programs...

We will not have any summer programs, but we hope to see you at our Ethic program in September! Details coming soon....

Date: Thursday, September 19, 2013

Time:  8am registration
8:30am program

Lockkeepers
8001 Rockside Rd.
Valley View, OH 44125

Speaker:
TBD

Topic:
TBD

 

    About FPA of Northeast Ohio Learn about how you can become involved...

    Chapter Newsletter  Learn more about upcoming chapter activities...

    Contact Us Find out how FPA of Northeast Ohio helps reach your career goals...

 

 

Events and
Conferences

 

 

FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!

 

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Your Practice
Your Clients

 

 

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.


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Member Benefits: Use Them

 

 

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

 

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Knowledge and
Resources

 

 

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

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