Events and Conferences

Gather knowledge, share ideas and build national and global relationships.

Signature Events & Conferences

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 also offer meetings throughout the year, focusing on financial planning topics, legislation, and issues that impact the local community. 

FPA 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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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 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 Retreat

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.

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FPA NexGen Gathering

Designed specifically for those who are new to the profession, NexGen Gathering helps new planners discover their community, develop their skills and transform their careers.

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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 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.

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Chapter Leaders Conference 2021

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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