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For FPA Members
 
 

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Our Mission Statement:

The Financial Planning Association of Southwestern Ohio is the leadership and advocacy organization that connects those who need, support and deliver professional financial planning services in the Cincinnati and Dayton region and all towns in between.

 

 

Chapter Highlights

 

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

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

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

    Click here to view information about the upcoming Cincy Magazine FPA Supplement

Are you planning to sit for the CFP® Certification Examination? 

Click here for more information on obtaining a scholarship


Click here to view the CFP Board Website

Click here to view the Cincy Magazine Supplement which includes an FPA Member Listing


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. 

 

More details >

 

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