FPA Practice Management Center
The FPA Practice Management Center provides tips, blog posts, articles, archived conference audio, as well as tools and templates to meet your practice management needs. Regardless of whether you are new to the profession or envisioning your succession plan, FPA has the support you need.
The FPA Virtual Learning Center
FPA's Virtual Learning Center (VLC) webinar library is one of our most popular tools for financial planners. Webinars are one-hour education sessions that are also archived for on-demand learning convenience. Some webinars provide CFP® continuing education credits.
The FPA White Paper Library
Need to learn more about an industry trend or issue, solve a problem, or make a decision? Access FPA's White Paper Library to learn more about a variety of topics from economics, retirement and income planning to best practices for marketing and sales.
The College for Financial Planning
The College for Financial Planning's purpose is to formalize financial planning, set high standards, and establish a rigorous certification process for financial services professionals. In 1972, the College for Financial Planning introduced the CERTIFIED FINANCIAL PLANNERTM certification. CFP® certification has evolved into the world's most recognized and respected financial planning credential, with over 67,000 professionals in the United States having earned the designation. As a member of FPA, you have access to discounts on superior educational programs through The College for Financial Planning.
The Dalton Review
Dalton Education provides FPA members significant discounts on their CFP® review programs. The Dalton Review® is the leading review provider in the country for the CFP® Certification Examination with consistent pass rates of 70-80% on the exam.
FPA and fi360 have partnered to bring you Fiduciary Implications of Financial Planning, an eight-part program that will enhance your understanding of your fiduciary responsibility. Find out more about preferred FPA member pricing and the opportunity to earn over 10 hours of CFP® continuing education credit!
InFRE® Retirement Resource Center (IRRC)
Retirement planning is an integral part of financial planning and, as such, FPA has formed a strategic alliance with the International Foundation for Retirement Education (InFRE®) and the InFRE® Retirement Resource Center. The purpose of this alliance is to provide FPA members, many of whom are already CFP® professionals, with discounted access to educational offerings that allow planners to further study the growing complexities of retirement planning, income and design.
Keir Educational Resources
Keir Educational Resources provides exam preparation materials and classes to individuals seeking a professional license, designation or certification in the financial services industry. Keir can help with: pre-licensing for life, accident & health and/or property & casualty; securities licensing for over 18 different exams (including Series 6,7, 63, 65 and 66); professional designation for CLU®, ChFC®, CPCU® and CFP® Certification; and continuing education. When it comes to exam preparation, Keir delivers the expert resources and proven support that will improve the study experience and maximize the results. FPA members receive a 20% discount on review materials, two free diagnostic exams for the CFP® certification exam and access to examination readiness assessments.
Peak Advisor Alliance
Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial adviser coaching and practice management company. Headed by Ron Carson, CFP®, the country's #1 independent financial adviser, according to Registered Rep magazine, a Top 10 Barron's adviser and a top financial adviser coach, Peak Advisor Alliance provides expert financial adviser coaching, timely content and a friendly community to help financial advisers reach their peak of business and life success. More than 20% of the top 100 independent financial advisers in the country trace their roots as a Peak Advisor Alliance member, according to Registered Rep magazine. FPA members receive a $400 discount on the initiation fee.
Protected Tomorrows is an international advocacy firm headquartered in the Chicago area that enhances the lives of people with special needs by providing training programs to professionals who work with families with disabilities. Protected Tomorrows helps financial professionals manage business risks, assist in practice growth and deepen relationships with clients who have a loved one with a disability through its expertise and educational resources. FPA members receive a 15% discount to Protected Tomorrows Professional Membership Program as well as discounts on products and services.
The WealthCounsel Companies
FPA members receive significant discounts on WealthCounsel membership, as well as discounts on membership with The Advisor's Forum.