Financial Advisor Training Courses and Certification

FPA's lifelong-learning culture facilitates the success of its members and cultivates the body of knowledge of personal financial planning.

Learning opportunities span all career stages and are offered through multiple mediums — live, print, online — to provide financial advisors with training options for every style of learning.

What You'll Find in the Learn Section

Journal of Financial Planning
The Journal offers monthly feature articles, interviews, columns and peer-reviewed technical contributions to help financial planners in their work.

Virtual Learning Center (VLC)
FPA's VLC offers live events and on-demand archived sessions.

FPA Research Center
Find online resources that empower individual planners and firms with knowledge and a comprehensive view of the independent adviser channel.

Financial Advisor Courses - Self-study
Gain continuing education credits at your convenience via print and online options.

Certificate of Completion
Print continuing education certificates completed at FPA and create a record of your educational experiences and acheivement in financial advisor training and certification.

Lifelong Learning Competency Model
Customize your learning experiences at FPA to fit your needs. Utilize the Lifelong Learning Competency Model to identify the intended scope and learning level of a particular education session.

FPA Press
FPA periodicals, books and electronic products cultivate the body of knowledge in financial planning, while providing FPA members and many of the top minds in the profession with opportunities to publish their work.

Questions About Financial Advisor Certification

Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.

Please note: There was a Continuing Education credit processing issue for programs conducted in November and December 2010. Read more.