DENVER (May 21, 2020) – The Financial Planning Association® (FPA®), the premier membership organization for financial planning practitioners and those who support the financial planning process, today announced the launch of a revamped website (FinancialPlanningAssociation.org) and the unveiling of new branding elements and organizational brand promise. The upgrades to the digital experience for members come at a time when financial planning is more critical than ever, and when practitioners need the support of their peers and community to provide the best possible service to their clients and all who need their service.
The enhanced website will provide members with easier and more flexible access to the benefits of FPA membership—growth, inspiration, amplification and belonging—and supply them with the tools, resources, insights and guidance they need to become the best financial planners they can be.
While the new website includes a variety of resources for planners who are not yet members of the association, a majority of the content and tools are only accessible exclusively by FPA members, including:
- Unrestricted access to the Journal of Financial Planning, FPA’s flagship, peer-reviewed academic publication (published monthly)
- Live and on-demand webinars and other interactive learning content
- FPA research and other content exclusives
- The FPA Connect online community, offering a compliance-friendly home for discussions on a myriad of financial planning topics
- FPA Knowledge Circles and other affinity groups, allowing members to dig deep on the topics they are most passionate about
“As the professional home for the financial planning community, our website needs to better support our members and their desire to connect with the content they want―when they need it,” says FPA Executive Director/CEO Lauren Schadle, CAE. “Our team worked tirelessly over the past year to engineer a new web presence for FPA that will continue to grow, expand and evolve in a way that will make it a go-to source for any financial planning practitioner who is ready to pursue mastery in the practice, business and the profession of financial planning.”
The new FPA website has been designed with a mobile-first mentality, ensuring that users are immersed in an exceptional experience, regardless of device type. The upgraded user experience also positions the site to serve as a central hub to deliver on the association’s newly enhanced brand, including FPA’s new brand promise, Change Tomorrows™.
“Our members do what they do to transform lives and to make a genuine difference to the people they serve, and they are part of FPA because they care about becoming better financial planners. That's their passion, and they know that the more they grow and evolve as planners, the better they can serve their clients,” says 2020 FPA President Martin Seay, Ph.D., CFP®. “By changing tomorrows for our chapters, volunteers and members, we empower them to change tomorrows for the clients of today and the clients of the future.”
The rebrand includes a complete revamp of the communications, logo, graphics and messaging for FPA and its nationwide network of chapters. The branding overhaul also focuses FPA’s efforts on delivering on the four primary benefits of membership:
- Growth: Knowledge, guidance and mentorship that helps planners and the profession continually advance and improve.
- Belonging: A receptive, participatory community where planners feel heard, supported and involved.
- Inspiration: Timely ideas, unique perspectives and forward-looking points-of-view that have value.
- Amplification: A unified voice that represents shared values, vision and collective interests on the stages and forums that matter most to raise awareness and bring the benefits of financial planning to more people.
“This is the next step in the evolution of FPA as an association, and it represents the beginning of a new era for our community of passionate members, volunteers and leaders of the financial planning profession," adds Seay. “The new brand better defines who we serve, our shared values, and how we are shaping the future of the profession. Our members set the standard for the profession by exemplifying the qualities of a true financial planner and, in doing so, change the trajectory of their practice, the profession and their clients’ lives.”
In addition to the new brand and website, FPA announced two new membership categories as an important next step in the association’s commitment to serving as the professional home for the next generation of financial planners. The new categories, Aspiring Financial Planner and New to the Profession Financial Planner, more clearly align with where planners are on their career journey in relation to FPA membership, and are available at a price point and timeframe that is affordable and practical for those who have recently entered―or are planning to enter―the profession. The new categories are currently available for new members only.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at FinancialPlanningAssociation.org and follow on Twitter at twitter.com/fpassociation.