FPA hosts a series of financial planner conferences throughout the year that provide attendees outstanding opportunities. Earn continuing education credit, network with like-minded professionals, learn how to create better businesses and travel to some of the nation's best locations — all while participating in events that drive the financial planning profession.

FPA National Events:

FPA Business Solutions 2012
This conference touches on the "theory and practice" of primary business management topics, helping you create a more efficient, profitable practice.

May 5-8, 2012, Scottsdale, Ariz.

FPA Retreat 2012
FPA Retreat 2012 provides opportunities to find your center — or voice — in meeting the challenging demands of an ever-changing market. This is truly forward-looking content. Educational sessions with lively and uplifting conversations will be balanced by blending the art and science of financial planning with unique planner-focused events.

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September 29-October, 2, 2012, San Antonio, Tex.

FPA Experience 2012
This conference of the financial planning community is a one-stop-shop that provides high-quality, unbiased education. From technical nuts-and-bolts, to back-office compliance-focused issues, to client communication, to investment strategies, this event offers the opportunity for professional development, regardless of career level or career path.

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October 21-26, 2012, Lake Arrowhead, Calif.

FPA Residency 2012
The FPA Residency Program is an intensive, weeklong program that bridges the gap between technical financial planning knowledge and understanding the financial planning process in the real-world.

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November 2-4, 2012, Denver, Colo.

FPA Chapter Leaders Conference 2012
This gathering of FPA chapter leaders provides best practices and strategies to make chapters more successful.  Learn what it takes to make a good chapter even better.

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Beyond 2012:

October 19-22, 2013, Orlando, Fla.

FPA Experience 2013

September 27-30, 2014, Seattle, Wash.

FPA Experience 2014

September 26-29, 2015, Boston, Mass.

FPA Experience 2015 

FPA Chapter Events:

May 3-4, 2012, Scottsdale, Az.

George Kinder's 'Seven Stages of Money Maturity Workshop
Bring your aspirations to life through the methods explored in this 2-day seminar taking place at the Homewood Suites Scottsdale (just 2 miles from FPA Retreat site; free shuttle available) from 8:30 a.m. to 5:30 p.m. on May 3 and 4. Learn how to connect to clients' deeper goals; how to integrate goals with financial realities and how unexamined beliefs about money disrupt the financial planning process and what to do about it. Register now to take advantage of the exclusive FPA member discount ($300 off standard tuition). Event limited to 40 people.   

May 29-30, 2012, San Francisco, Calif.

2012 FPA NorCal Conference
The 2012 conference will be held at the Palace Hotel on Tuesday, May 29 and Wednesday, May 30. It will feature first-rate keynotes and cutting-edge breakout sessions. 

June 7-8, 2012, Richmond, Va.

FPA of Central Virginia's Financial Planning Forum 2012
Annual two-day Financial Planning Forum. 15 CE credits for CFP, CPA, and VA insurance (including CFP and CPA ethics). For more information and registration, go to www.fpaforum.org. Early-bird rates available until May 1, 2012.

October 8-9 2012, Minneapolis, Minn.

FPA of Minnesota Symposium 2012
Annual two day FPA of Minnesota Symposium, taking place at the Minneapolis Convention Center. Up to 13 CE credits for CFP, CPA, MN insurance, WI insurance, CIMA, and CLE. Speakers include Nick Murray, Natalie Choate, Jack Surgent, David Kelly, Jerry Webman, Rick Golod, Chris Waller, Dan Candura, Tom Duncan, Greg Supple, Amy Mullen, Scott West and a Divorce Panel (includes 3 hours of Ethics CE). Details and registration available at www.FPAMN.org. Conference offers early-bird and discounted regular rates for members and guests.

Other Events:

May 20-25, 2012, Essex, Mass.

EVOKE Life Planning Training
The Kinder Institute Life Planning Advanced Training will transform the way you deliver advice to clients. In this intensive, experiential training you will learn and practice every detail of our signature EVOKE methodology, a five-stage interview process that will produce dramatic positive changes in your clients’ lives—and make them clients for life! Starts at 6 p.m. on May 20 and ends at 1 p.m. on May 25. Presented by George Kinder and other Kinder Institute trainers. Register by April 2 to take advantage of the "early discount". Learn more.

 

Season Pass to FPA Conferences

FPA Conference Season Pass
Get significant savings on FPA conference registrations throughout the year.