FPA's knowledge and learning experiences are designed to meet the needs of all career stages within the financial planning profession. As you grow in experience and expertise you need knowledge, talents, skills and strengths to gain success.
To help you identify the best learning opportunity for you, we have created the FPA Lifelong Learning Competency Model. This model serves as a resource to help you identify the intended scope and learning level of a particular educational program. Each session is tagged with the career stage and competency with which the session most closely aligns from an educational perspective.
Lifelong Learning Competency Model
First, identify your career stage based on your experience and expertise.
- Early (1–5 years)
- Mid (6–14 years)
- Late (15+ years)
Next, select the competency in which you would like to gain knowledge and skill.
- Business & Practice Management
- Technical Knowledge
- Relationship Skills
- Sales and Marketing
- Critical Thinking
- Organizational Skills
- Human Resources Management
- Leadership Skills
When applicable, FPA will reference CFP Board of Standards, Inc., Topic List for CFP® Certification Examination by denoting the topic that most closely aligns to the learning event. These include:
- General Principles of Financial Planning
- Insurance Planning & Risk Management
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Interpersonal Communication