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FPA Members Receive Complimentary Access to the AFS Annual Meeting

The Academy of Financial Services 2020 Annual Meeting (held in conjunction with the FPA Annual Conference) will showcase basic and applied research in personal financial planning and financial services. Some sessions qualify for CFP Board-approved CE credit.

  • Stay tunedmore details to come.

Photography and Video

FPA reserves the right to record and take digital captures of sessions in progress, events and attendee activities at FPA Annual Conference to be used in future marketing collateral.

Privacy Policy

To manage your communication preferences, log in to your FPA profile, call FPA at (800) 322-4237 or email the FPA Member Services team at

Conference Anti-Harassment Policy

The Financial Planning Association® (FPA®) is dedicated to providing a harassment-free conference experience for everyone, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion. We do not tolerate harassment of conference participants in any form. Conference participants violating these rules may be sanctioned or expelled from the conference [without a refund] at the discretion of the conference organizers.


  • We expect participants to follow the FPA Conference Anti-Harassment policy at all event venues and event-related social activities.
  • If a participant engages in harassing behavior, FPA retains the right to take any actions to keep the event a welcoming environment for all participants


  • If someone makes you or anyone else feel unsafe, unwelcome and/or engages in inappropriate behavior, please report it as soon as possible to an FPA staff member. Our staff will ensure that you are safe and cannot be overhead when sharing the circumstance.

    You may also choose to report the circumstance anonymously by filling out an Anonymous Report at The Anonymous Report does not require using your name or contact information.

Cancellations, Refunds and Substitutions

Find out more about our policies for FPA Annual Conference 2020 registration cancellations and transfers.