Benefit from a variety of education and training solutions that enable effective training and facilitate the financial planning process within your firm.
Live Events & Programs
FPA conferences and educational programs serve as gathering places for the financial planning community. Enjoy the flexibility of having members of your firm attend meetings and conferences at substantial discounts both locally and regionally.
- FPA Experience
- Residency (may be customized for your firm)
- FPA Retreat
- White Label Programs
- Custom Programs (designed specifically for your firm)
FPA delivers relevant live and on-demand programs that are aimed at every career stage. Subject matter experts present courses that provide planners and allied professionals the opportunity to develop and enhance their knowledge and competencies. Seven tracks of learning are available to help promote professionalism and stimulate critical thinking.