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For FPA Members
 
 

 

Our Mantra:

 

"Studies have shown that people who have a written financial plan and work with a Financial Planner are more confident about their future, and the place to begin your search for a Financial Planner is with the Financial Planning Association of SWFL." 

You can contact FPA of SWFL through our website www.fpa-swfl.org or call our Chapter Executive at (239) 471- 4237 or (239) 682-8530.

 

Chapter Highlights

 

    About FPA of Southwest Florida Learn about how you can become involved...

    Contact Us Find out how FPA of Southwest Florida helps reach your career goals...

    Join us at our next chapter meeting We discuss many topics to help your business...

    Our Board of Directors Meet the leadership that drives FPA of Southwest Florida...

 

Recent FPA of Florida Resolutions:  

 

Great news from FPA of Florida:  Annually, our FPA of Florida Resolutions provide a great opportunity to promote the benefits of financial planning and the financial planning process to Floridians.  This builds business for our members, builds awareness for our legislators and regulators and puts a focus on financial leteracy for our fellow citizens.  Our FPA members in Florida create chapter-sponsored public service events to make excellent use of this focus.  This is hte kind of Public Awareness that has continued to drive more and more peopld to seek financial planning advice from professionals.  

 

Click here to view the Proclamation.

 



Special Benefit for FPA Members in Florida. INSITE 2014
FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, INSITE 2014. To take advantage of this special offer you must be: a member in good standing with FPA. Must be a registered investment advisor (RIA or IAR).

All conference registrations are subject to review and/or cancellation by Pershing if they do not meet attendee criteria (affiliation with a Pershing broker-dealer or registered investment advisor firm.) The FPA comp code cannot be offered or used by a third party product or service provider (who is a current member of FPA.)

To be considered for this special promotion, send an email to FPA@FinancialPlanningFlorida.org

 


Events and
Conferences

 

FPA Retreat May 3-5, 2014- Miami, FL

Promo Codes for Special Florida Rates. Must Act by April 15. Michael Kitces named FPA Retreat as a "must attend."

We're offering special pricing to financial planning professionals in Florida. FPA Members: $899 using Promo Code FLRET14.
Non-Members: $999 using Promo Code FLPRET14 and you'll receive a complimentary 1-year membership in FPA, too.

Register using the Promo Codes by April 15 by visiting www.FPARetreat.org

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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. 

 

More details >

 

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SWFL - FPA of Florida Career Center (PNG)