Frequently Asked Questions

FPA Frequently Asked QuestionsPlease note that you are always welcome to call your dedicated Member Services Advocates at 1.800.322.4237, option 2 or email Member.Services@FPAnet.org with any questions.  General What is my CFP® certificant number?         Please contact the CFP® Board directly at 1.800.487.1497.  How do I unsubscribe from emails? Reply to the e-mail you would like to unsubscribe from with the word "unsubscribe" in the body of your e-mail.             Where can I find information to send to clients?  FPA's general public web-site, www.FPAforFinancialPlanning.org, is a great resource for consumer material. We also have a number of products in the FPA Store that may be of use such as brochures, PowerPoint Presentations, Financial Planning Perspectives (FPPs), etc.                        Can I link to or reprint information from www.FPAnet.org?Please refer to our linking and reprinting guidelines:-          Permission to Link-          Permission to Reprint       Where can I find out more information on FPA's conferences and events?       Event and conference information is located in the Events and Conferences section of the website. Within this section, you will be view the calendar of events and the various conferences and programs we offer.                        How can I change my password?Change your password in the Create/Modify Login section of the Web site, by clicking on the Forgot/Change Password link. How can I change my username?At this time you are not able to change your username through our Web site.  Please contact your dedicated Member Services Advocate at 800.322.4237, option 2 or email Member.Services@FPAnet.org.             How do I update my contact information?Update your contact information in the Membership section of the Web site by clicking on "Edit Profile."                         What is my FPA Member ID?            Your FPA member ID is located on your FPA membership card. You can also contact your dedicated Member Services Advocate at 800.322.4237, option 2 or email Member.Services@FPAnet.org to receive this as well.       How can I renew my membership?Renew your membership in any of the ways below:-          Online: www.FPAnet.org/Join-Renew-          Phone: 800.322.4237, option 2-          Mail: The Financial Planning AssociationPO Box 5707Denver, CO 80217-9712-          Fax: 303.759.0749  Continuing Education              How many continuing education credits do I have to date?        Please contact the CFP Board directly at 1.800.487.1497.  How can I obtain a certificate of completion?       After logging in, go to the Learn section of the website and select "Certificates of Completion." You will then be able to view and print your certificates.  How many continuing education credits will I receive from an attended conference?            After logging in, go to the Learn section of the website and select "Certificates of Completion." You will then be able to view and print your certificates.  When will my continuing education credits be reported to CFP® Board?          FPA reports continuing education credit to the CFP® Board two times each month. If you have completed the CE credits within the last one or two weeks, they will be included with the next submission to the CFP® Board. If the credits were completed more than two weeks ago, please call your dedicated Member Services Advocate at 800.322.4237, option 2.                                    Does FPA have a CFP Ethics course available?We have several options for ethics credit available in the FPA Store, including a course on CD-ROM and a course that you can download immediately after purchasing.                                     How can I take a Journal of Financial Planning CE Exam?   Journal of Financial Planning CE Exams are located in the CE Exam section of the Journal of Financial Planning Web site. FPA members can take CE exams at no charge as part of their member benefits. Non members will be charged $25 for every exam taken.  Why am I being asked to pay for a CE exam?FPA members may take CE exams at no charge as part of their member benefits. Non members will be charged $25 for every exam taken. If you feel that you are being charged for an exam in error, please contact your dedicated Member Services Advocate at 800.322.4237, option 2. How many Journal of Financial Planning CE Exams are available for me to take?Exams from the past 23 issues are available, and are located in the CE Exam section of the Journal of Financial Planning Web site                         Virtual Learning Center (VLC)How do I register for a VLC session?            After logging in, go to the Learn section of the website and select "Virtual Learning Center."Click on the event you would like to take, and click the register button. You will then need to fill out the online registration form with your contact information including your FPAID (your FPA Member ID). Then click the "Member Pricing and CE Verification" button so that your registration reflects the correct pricing. Then fill out a short survey and click the "Submit" button. If there is a registration fee for the session, you will be prompted to enter a credit card number to pay. You will receive a registration confirmation email shortly after registering. Why am I being charged the non member price for a VLC?         In order for you to be recognized as a member the contact information you enter on the VLC registration form needs to match the information you provided to FPA as your primary contact information. Be sure to enter your CFP ID or your FPA ID in the box to verify your membership and click on the "Member Pricing and CE Verification" button.            Product          How can I order an FPA product?    The FPA Store provides valuable tools, resources and merchandise to members and non members. Search for products by key word search or by the topic links that are provided.  How do I access my purchased electronic product?After logging in, go to the FPA Store and on the left side of the screen, under the store highlights section, click the "Download Purchased Electronic Products" link. You will then see a list of the electronic products you have purchased and instructions on how to download your product. Local ChapterHow do I contact my local chapter?            Chapter information is located in the Connect section of the website. Within that section, click on the "Chapters" link and then on the "Select/Change Chapter" link. From there you will be able to select your state to see the list of chapters, their contact information and web-site.             When is the next chapter meeting in my area?     Many chapters will post meeting information on their web-site, or you can also call them directly to find out when the next meeting is. To find your chapter's contact information, go to the Connect section of the website. Within that section, click on the "Chapters" link and then on the "Select/Change Chapter" link. From there you will be able to select your state to see the list of chapters, their contact information and web-site.  Where can I find information on starting my practice, growing my practice or leaving my practice?FPA's Practice Management Center has tons of information on marketing, client skills, technology, HR/staff, compliance and operations.

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