Financial Planning Association® (FPA®) is a powerful resource for CFP® Professionals and Financial Planning Professionals who seek advancement in a dynamic, growing profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning.

Quarterly Education Meetings:

May 19 - Register today

August 18 - Registration Open Soon

November 10 - Registration Open Soon

Tuesday @ 2 with FPAOC 
Join the conversation with other FPAOC members as we share and strategize in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions. Learn more about these meetings. 

NexGen Events
Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us. Learn more about these meetings. 

Monthly Study Group with FPAOC
Meet with your peers to both share and acquire the collective knowledge of the group. Registrants will receive the Zoom link and applicable meeting materials. We welcome and encourage you to submit interesting topics and case scenarios for future discussion. Please forward your submissions to Brian Ephraim.
Learn more about these meetings. 

Upcoming Partner Events

June 9- Event with Wilshire Registration
June 22- Event with Vanguard Registration 

 

May 2021 Events:
May 19th QEM

 

June 2021 Events:
Tuesday at 2
Study Group
June 9- Event with Wilshire
June 22- Event with Vanguard 

June 14th Golf Event

 

July 2021 Events:

Tuesday at 2
Study Group
NexGen

 

August 2021 Events:

Tuesday at 2
Study Group

 

September 2021 Events:

Tuesday at 2
Study Group
NexGen

 

October 2021 Events:

Tuesday at 2
Study Group

 

November 2021 Events:

Tuesday at 2
Study Group
NexGen

 

December 2021 Events