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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...

 

FPA of Florida Annual Strategic Planning Meeting and Day at Capital Hill

 

Radical new dimensions will benefit your business, your chapter and your clients when you attend the FPA of Florida's Annual Advocacy and Strategic Planning Meeting October 12 - 14, 2014.  For the first time, we are proud to announce our Annual Strategic Planning Meeting will be held in Tallahassee, FL! Join the Advocacy Team on Tuesday as they visit Legislators and Regulators.

 

 

All Florida Chapter board members, committee members, and members are encouraged to participate in the FPA of FL Strategic Plan for 2015. If you plan to be in a leadership role in your Chapter in 2015, you will not want to miss this meeting. Make your voice heard and opinion count! 2015 Board of Director Nominations and Elections will occur at this meeting.    

 

 

Early bird registration is now open! Click here for the agenda.

 

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.

 

 


Events and
Conferences

 


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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SWFL - FPA of Florida Career Center (PNG)