NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning.  NexGen serves to educate, promote and integrate the next generation of CFP® professionals. It serves aspiring and early-career CFP® professionals. 

NexGen strives to provide a network that serves to:

** Support, advise, and encourage one another in our professional advancement;

** Promote, foster, and direct programs that aid in the transfer of knowledge from the pioneers of financial planning to the future of the profession; and

** Explore issues common to early career professionals and seek means of accentuating the positives and finding resolutions for the negatives.

As may be expected, many conversations among NexGen members are related to finding early success in the profession, but conversations are also related to starting one’s own practice or stepping into a partner role at a well‐established firm. Several NexGen members, both past and present, own their own practices, while others have found a path to partnership within their firms.

How Can You Get Involved?

Please contact DFW NexGen to attend one of our networking happy hours, volunteer to speak at a local NexGen study group session, or reach out to other planners across Dallas/Fort Worth who could benefit from an open dialogue among early-career CFP® professionals.

CLICK HERE for Upcoming Events


2024 NexGen Gathering Scholarship Giveaway!

FPA DFW NexGen is proud to offer a Scholarship to 2 lucky NexGen-ers! Please submit your entry to the link below for your chance to win entry to this year’s NexGen Gathering in Phoenix, AC, worth up to $500 per person! APPLY NOW

FPA NexGen Gathering is one of the only events designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter or are within their first eight years of being in the profession. Attend NexGen Gathering in Phoenix, AZ from August 20-22 for the opportunity to engage in thought-sharing conversational sessions, earn CE credit, and feel empowered about the change that you and your peers can bring to the industry.

Deadline to apply: June 1, 2024.

Criteria: You must be a first time NexGen Gathering attendee. Please submit a short paragraph on the application form as to how you think Gathering will be beneficial to you. Only apply for the scholarship if your company is not reimbursing you.

Logistics: You will need to register online for Gathering by July 1st and send a copy of your registration receipt to FPA DFW. FPA DFW will reimburse the registration costs, up to a maximum of $500.

Only two scholarships will be awarded, so sign up now! For questions, contact FPA DFW NexGen Director, Madison Wallace,

Where: Sheraton Phoenix Downtown, 304 N. 3rd St, Phoenix, AZ 85004

When: August 20-22, 2024