Financial Planning Association

For 20 years, the Financial Planning Association® (FPA®) has been the principal membership organization for financial planning practitioners, educators and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the pursuit of mastery in the practice, business and profession of financial planning, FPA helps practitioners advance their knowledge and expertise through every phase of their careers.

Our best-in-class educational programming, courses and trainings, and profession-leading publications like the 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 𝘰𝘧 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning. For FPA members, knowledge gathering is only one component of the journey to true financial planning expertise, as our network of 86 chapters and state councils across the country, vibrant and compliance-friendly community forums and myriad other ways to connect offer access to the power of idea-sharing, collaboration and growing together. Advocacy efforts at the state and federal levels position our members and association to make an impact on the future of the profession, and pro bono planning and other volunteer opportunities offer members the change to take their place as financial planning leaders.

The profession of financial planning is built on the critically important work financial planners do every day, helping Americans envision, build and pursue a brighter future. Just as our members change tomorrows for their clients, the Financial Planning Association changes tomorrows for financial planners by helping them become the best financial planners they can be.

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1 Jun, 2021
The FPA NorCal Conference is in its 49th year providing advanced educational sessions for our members and affiliated financial professionals. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than...
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