Major Firms Summit 2013
March 14, 2013 | New York, NY 

The Industry’s Leading Financial Planning and Broker-Dealer Executive Community.

FPA provides the opportunity to engage with a community of senior executives as well as a variety of strategic offerings, designed exclusively for institutions and firms that deliver financial planning.

• Connect with a community of like-minded professionals
• Participate in world-class educational events
• Get access to award-winning publications and research products
• And more!

Upcoming Events

March 14, 2013 | New York, NY

Major Firms Summit 

The annual Major Firms Summit will bring together executives in New York City to network and discuss as well as identify best practices in an intimate learning environment. 

Past Events

September 28-29, 2012

Major Firms Symposium (Highlights Coming Soon!)
More than 80 attendees representing over 50 companies joined the eighth annual Major Firms Symposium in San Antonio, TX.

March 13, 2012

Major Firms Regional Summit (Highlights) 
The summit brought together just over 40 individuals representing 30 companies in New York for a half day of networking, best practices, and compliance/regulation presentations and discussion. 

September 14-15, 2011

Major Firms Symposium (Highlights)
Over 90 individuals representing 45 companies attended the seventh annual Major Firms Symposium. Highlights are now available!

March 16, 2011

Major Firms Summit (Highlights)
The summit brought together 30 executives in New York for a half day of networking, best practices, and compliance/regulation presentations and discussion. 

October 8-9, 2010

Major Firms Symposium (Highlights)
Over 80 executives came to Denver, CO to participate in the Major Firms Symposium. The agenda covered a broad variety of topics including the future of financial planning, fiduciary case studies, and a specific definition of financial planning.

October 9-10, 2009

Major Firms Symposium (Highlights)
70 executives from over 30 companies came together to discuss and learn about the state of regulation, the future of technology, client experiences and needs, scalable practice management delivery, and coming to a consensus on the definition of financial planning.

Resources

Community for Senior Executives
Connect with leading experts, resources and peers who are pioneering financial planning in a large corporate environment.

Education & Training
Benefit from FPA's library of resources to enable training and facilitate the financial planning process within your firm.

Financial Planning Recognition Programs
Showcase your commitment to the financial planning process and receive membership, PR, marketing and recruiting benefits.

Practice Management
Increase adviser productivity and profitability, reduce risk and enhance client interaction.

Industry & Consumer Research
Gain insight into client needs and the adviser marketplace.

Consulting Services
Customized services for your organization deliver industry-specific, integrated solutions that support strategic marketing and operational goals.

Contact FPA for available opportunities:

Email: CorporateSale@FPAnet.org
Phone: (800) 322.4237, option 5