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Our Mission Statement:


The Financial Planning Association (FPA) of Greater Cincinnati is the leadership and advocacy organization that connects those who need, support and deliver professional financial planning in the Cincinnati and Miami Valley regions.

 

Chapter Highlights

 

    About FPA of Greater Cincinnati Learn about how you can become involved...

    Contact Us Find out how FPA of Greater Cincinnati helps reach your career goals...

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

 


FPA on Tap & Red's Game

DAY/DATE:
Tuesday, May 22, 2012

TOPIC:
FPA on Tap & Reds Game

LOCATION:
Moerlein Lager House
115 Joe Nuxhall Way
Cincinnati, OH 45202

TIME:
FPA on Tap - 5:00 pm - 7:00 pm
Reds vs. Braves - 7:10 pm

COST:
FPA on Tap - Free
First round of drinks (soda, beer, wine) and appetizers will be purchased by the Greater Cincinnati Chapter.
Reds vs. Braves - $22.50

RSVP:
Click Here to Register!



Change of Chapter Meeting Location in Cincinnati:


Please note that our regular chapter meetings will no longer be held at the Cintas Center.  We will be moving to the Rookwood Towers.

Address:
Rookwood Tower
3805 Edwards Road, Suite 700
(7th Floor)
Cincinnati, OH 45209

Click Here to View our Chapter Meeting Page


 

Scholarship Opportunity:

CFP Exam Review with Materials
Retail Value: $925.00!

Keir Educational Resources, a leading provider of financial education will award one scholarship per FPA chapter for the March 2012 exam cycle. Successful candidates will win a full scholarship to a CFP Exam Review with all materials, and may choose their location at any live 4 day review. The retail value of this prize is $925.00.  See locations and dates at http://www.keirfinancial.com/us/review_program/live_review/march_live_review_class.asp


CLICK HERE TO DOWNLOAD THE SCHOLARSHIP APPLICATION!


CFP Board will soon be launching its first large-scale Public Awareness Campaign to increase awareness of CFP® professionals. As part of the campaign, CFP Board will be placing advertisements in national cable television, print and online media channels, as well as engaging in extensive public relations and consumer outreach activities in support of the campaign. The campaign will be accompanied with a toolkit of resources that CFP® professionals can use in their local communities to extend the reach of the campaign.

 

We look forward to sharing with you the campaign’s messages and creative materials prior to the campaign's launch next month. If you have questions or comments regarding the campaign, please contact us at feedback@CFPBoard.org.


New to the Profession?

Have you been in the financial services industry for less than 5 years?  
Looking to join the professional membership association that supports your industry?

 

 Join the Financial Planning Association® (FPA®) today at our introductory rate of $125 – a $100 discount off of the New to the Profession rate of $225.

 

Just go to www.JoinFPA.org and enter the promo code: N2P2011

 


Search Boards:


Search Boards are all being optimized by the professional organizations and credential organizations.  It is important to make sure that your information is current on their database, as these organizations through social media, magazines, and TV ads are encouraging clients and prospects to look for advisors through these sites.

The CFP Board  - http://www.cfp.net/search/
The FPA Planner Search™  -http://www.fpanet.org/PlannerSearch/PlannerSearch.aspx


Social Network Pages:
www.google.com -https://profiles.google.com/
www.yahoo.com – Yahoo Pulse - http://pulse.yahoo.com/y/landing?.done=http%3A%2F%2Fpulse.yahoo.com%2F
www.linkedin.com
www.facebook.com


Map Services:  
Google Maps-  Google Places https://www.google.com/accounts/ServiceLogin?service=lbc&passive=1209600&continue=http://www.google.com/local/add/businessCenter?hl%3Den%26gl%3Dus&followup=http://www.google.com/local/add/businessCenter?hl%3Den%26gl%3Dus&hl=en

MapQuest-  List your business Profile  on Mapquest
https://listings.mapquest.com/apps/listing

Map your office location and verify what it states about your firm.  More people are using such map services to find your office. You want to make sure the information is correct and maximizes the opportunity for people to learn about your firm and the category of business you are involved in.

Events and
Conferences

 

 

Coming Soon: FPA Experience 2012


Join us for the annual conference of the financial planning community September 29 – October 2, 2012 in San Antonio, Texas!

 

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.

 

 

Read more >

Member Benefits: 
Use Them

 

 

New! FPA-ActiFi Adviser Technology Report: Document Management Edition is now available to help you quickly spot the solutions that offer the best functionality, pricing, training, and other benefits to suit your business needs.

 

 


More details >

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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