The legal recognition of the term “financial planner” through title protection is FPA’s long-term advocacy objective. We will be working over the next couple of years to define our strategies and identify the threshold standards for competency and ethics that anyone proclaiming to be a financial planner should meet. As an FPA Member, we need you to share your thoughts and opinions.

Over the next several months, FPA leaders will hold a series of virtual town halls with FPA Members and we want you to participate! These town halls are your opportunity to share your questions and ideas that will help shape the potential threshold standards and strategies the Association may employ in pursuit of this lofty goal. Please consider registering for one — or all — of these upcoming virtual town halls.

  • FPA Member Town Hall on Title Protection: January 10, 2023 (COMPLETE)
  • FPA Member Town Hall on Title Protection: February 21, 2023 (REGISTER)
  • FPA Member Town Hall on Title Protection: March 9, 2023 (REGISTER)
  • FPA Member Town Hall on Title Protection: April 4, 2023 (REGISTER)
  • FPA Member Town Hall on Title Protection: May 9, 2023 (REGISTER)
  • FPA Member Town Hall on Title Protection: June 6, 2023 (REGISTER)