The Industry’s Leading Broker-Dealer and Financial Planning 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!

Defining Financial Planning White Paper

Click on the link above to access the Defining Financial Planning white paper along with information on the project.

Upcoming Events

September 28-29, 2012
San Antonio, TX

Major Firms Symposium (coming soon!)

The eighth annual Major Firms Symposium will bring together nearly a hundred executives from large financial service firms. This two day event includes best practice discussions, networking, and expert insights on running or supporting a successful financial planning business unit in a large financial service firm. 

Past Events

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.