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Log in using your FPA membership credentials. 

Access to Carson Coaching Today

As an FPA member, you have a special opportunity to take part in several coaching programs that can help you achieve a higher level of business success. As the official coaching partner of FPA, Carson Coaching is one of the premier names in business and leadership coaching in the financial services industry.

Your FPA membership now gets you access to a variety of programs and discounts that will drive your business to new heights, including digital courses and resources, group coaching, special discounts and more.

Log in to Carson Coaching Online today using your FPA membership credentials.

What’s Included

  • Carson Coaching Online: You can receive complimentary access to Carson Coaching’s online platform that offers on-demand coaching with 30 select courses. You can also access discussion forums and discounts that complement what you already receive through the FPA Marketplace. Access Carson Coaching Online by using your FPA credentials.
  • FPA Group Coaching: You can participate in monthly, virtual group coaching sessions that cover a variety of business-building topics hosted by Carson Coaching’s deep roster of respected coaches.
  • One-on-One Executive Business Coaching: You can receive discounts for Carson Group’s industry leading one on one executive business coaching. This is the core of the coaching program and thousands of advisors have worked with Carson Coaching’s executive coaches for a proven process in growing their businesses.
  • Emerging Advisor Growth Accelerator Program: You now receive a considerable discount to participate in Carson’s Emerging Advisor Growth Accelerator Program — a nine-week program supporting your business development and interpersonal skills. Simply select that you are an FPA member on your application.
  • Regional and National Event Discounts: You can also receive discounts to local workshops and community-building events throughout the year and Carson’s Excell Conference.
  • Thought-Leadership: You can read articles and watch videos from Carson’s coaches in the Journal of Financial Planning and through FPA’s other properties.
  • Carson Speakers: If you’re an FPA chapter leader, your chapter can request speakers from Carson’s slate of coaches and subject matter experts at discounted speaking fees.

Why Carson Coaching?

More than 12,000 professionals like you have experienced Carson’s coaching program, which has led to increased growth and more profitable businesses. See for yourself what Carson Coaching can do for you.

Be sure to check out these video overviews of the Carson Coaching partnership that cover all that is available to you as an FPA member:

  • View this video overview of the partnership by Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Managing Partner of Wealth Solutions at Carson Group.
  • Learn more in this recording of an impact session held on March 22 featuring Jamie and several of the Carson coaches.

Join Carson Coaching for These 2024 Group Coaching Events!

  • January 9, 2024: The Big Six of Client Segmentation
  • February 13, 2024: The State of Women in Wealth Management
  • March 12, 2024: Set the Tone for an Excellent Client Experience from the Beginning
  • April 9, 2024: Group Coaching Call - Adapt or Die: Serving the Next Generation of Clients
  • May 14, 2024: Group Coaching Call - Overcome Limiting Beliefs to Run a Better Firm
  • June 11, 2024: Group Coaching Call - Create an Incredible Stakeholder Experience and Better Serve Clients
  • July 9, 2024: Group Coaching Call - Crafting an Operational Continuity Plan for Financial Advisers (REGISTER)
  • August 13, 2024: Group Coaching Call - Cultivating Sales Skills for G2 Advisers (REGISTER)
  • September 10, 2024: Group Coaching Call - Topic TBD (REGISTER)
  • October 8, 2024: Group Coaching Call - Topic TBD (REGISTER)
  • November 12, 2024: Group Coaching Call - Topic TBD (REGISTER)
  • December 10, 2024: Group Coaching Call - Topic TBD (REGISTER)

Other Great Content

From our friends at Carson Coaching

Framework Podcast by Carson Coaching

Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession
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Fuel Your Growth with Carson Coaching

Hear from Carson's Executive Business Coaches on how to make this partnership work for you.
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Quick Video Overview of Carson-FPA Partnership

Hear about the value this partnership provides to FPA members
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