Our signature events are one of the most powerful ways for members to lend their voices to the financial planning conversation. We offer a range of events, each with its own objective, audience, content and flavor. In addition to our national events, our chapters throughout the year, focusing on financial planning topics, legislation and issues that impact the local community.

Signature Events & Conferences

Members receive deep discounts to all signature events, and certain chapter events are included in the cost of membership (check your chapter website for details).
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September 30–October 2, 2020

FPA Annual Conference

One of the largest financial planning conferences held each year, this gathering attracts CFP® professionals and financial planning thought leaders from across the globe.

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FPA Advocacy Day

Each year, join your fellow FPA members at our Federal Advocacy Day Washington, D.C., to educate members of Congress about our profession, advocate for vital policy issues and protect the future of financial planning.

November 6, 2020

FPA Chapter Leaders Conference

Intended for those who currently serve as a chapter leader, this conference provides training and networking opportunities that support FPA Chapter Leaders and help them thrive. By invitation only.

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FPA Chapters

Local Events

For details on the many and varied events provided by your local chapter and other chapters around the country, take a look at our chapter websites.

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FPA NexGen Gathering

Your opportunity to discuss hot topics and trends facing the future of the financial planning profession.

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FPA Residency

Led by a faculty of highly-experienced and nationally-recognized deans and mentors, FPA Residency is a case study-based learning approach that develops the skills required to become a confident and competent professional.

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FPA Retreat

The FPA Retreat is a gathering of advanced financial planning practitioners who are passionate about and committed to refining their craft and working together to shape the future of the profession.