The Financial Planning Association® (FPA®), our volunteer leaders and members are sought after for comment and opinion on a wide range of issues impacting the practice and profession of financial planning. The national organization and the network of 81 FPA chapters are working to provide our members and the financial planning community with an important voice in the public discourse. Here's just some of the coverage from 2021.
FPA hires chief membership experience officer to boost retention and recruiting
CityWire RIA
June 23, 2021
4 questions for advisor Hannah Moore on the FPA’s Virtual Externship
Financial Planning Podcast
June 16, 2021
FPA Is Virtual No More, Sets In-Person Annual Conference For September
Financial Advisor
June 14, 2021
What's Changing in Financial Services Over the Next 10 Years?
Conversations for Financial Professionals Podcast
June 9, 2021
More advisers are planning to use crypto: FPA
June 1, 2021
Advisors Warming Up To Cryptocurrencies, FPA Says
Financial Advisor
June 1, 2021
Advisors' Interest in Crypto Assets Rising: FPA Survey
June 1, 2021
Few, if any, financial advisers expected to recommend bitcoin and dogecoin to clients — here’s how many now suggest buying crypto
June 1, 2021
Advisors Pivot to Cryptocurrencies as Clients Want In On the Action
June 1, 2021
Why (Virtual) Experiential Learning Is The Future Of Financial Planner Training
Nerd's Eye View
May 31, 2021
FPA Taps Danielle Andrus To Lead Publications Team
Financial Advisor
May 27, 2021
FPA Takes Deep Dive Into How Advisors, Clients Communicate
Financial Advisor
May 25, 2021
The Program That Will Transform the Advisory Profession
Advisor Perspectives
May 15, 2021
The FPA Externship
InvestmentNews Podcast
May 3, 2021
Without Diversity, Firms Miss Opportunity
Financial Advisor
May 1, 2021
4 Things to Ask Before You Hire a Financial Adviser
April 19, 2021
Why Virtual Internships are Here to Stay
April 15, 2021
‘Being Relevant’: FPA’s New CEO Plots a Revival in Declining Membership
April 14, 2021
Retiring While Black
Consumer Reports
April 13, 2021
FPA to Offer Virtual Externships
Financial Advisor
April 12, 2021
FPA’s Virtual Externship Offers a Different Path Into Planning
Financial Planning
April 12, 2021
FPA, Ric Edelman's Digital Assets Council to Educate Planners on Crypto
March 31, 2021
FPA Teams With Edelman To Educate Members On Crypto
Financial Advisor
March 31, 2021
FPA Creates 'Safe Space' for Asian Americans Amid Rise in Hate Crimes
March 26, 2021
FPA President Skip Schweiss on Financial Planning in the U.S.
Class CNBC (Italy)
March 25, 2021
Understanding the Importance of Financial Planning
Conversations for Financial Professionals Podcast
March 17, 2021
The pandemic forced Americans to face unprecedented financial dilemmas. Here’s how advisors have stepped in
March 12, 2021
How Advisors Can Help LGBTQ Clients With Planning
March 5, 2021
How Advisors Should Build a Succession Plan
U.S. News and World Report
March 5, 2021
Planners boost pro bono efforts amid pandemic
February 26, 2021
Dad, a Death Sentence and the Planner Who Set Us Straight
The New York Times
February 26, 2021
How to Find a Black Financial Advisor
February 25, 2021
Skip Schweiss on Reshaping FPA’s Value Proposition
Human Capital Podcast (ThinkAdvisor)
February 22, 2021
The Future of the Financial Planning Association
Gaining Perspective Podcast (Advisor Perspectives)
February 16, 2021
OneFPA Advisory Council with Byrke Sestok & Kris Tower
Wicked Pissah Podcast (FPA of Massachusetts)
February 7, 2021
Skip Schweiss on the FPA's Goals for 2021
January 16, 2021
Ex-TD exec Skip Schweiss outlines priorities as FPA’s 2021 president
Citywire RIA
January 6, 2021
Skip Schweiss Becomes 2021 FPA President
January 6, 2021
Skip Schweiss Becomes 2021 FPA President
January 6, 2021
Skip Schweiss Talks Priorities as He Takes FPA Helm
January 5, 2021
Americans flocked to buy life insurance, prepare wills and trusts last year
NBC News
January 1, 2021