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 80 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 most recent coverage.
That socially responsible fund may not be as ‘green’ as you think. Here’s how to pick one
CNBC
June 5, 2022
ESG Interest Among Advisors Might Have Peaked, New Survey Finds
ThinkAdvisor.com
June 3, 2022
Advisors are cooling on ESG, per FPA report
CityWire RIA
June 2, 2022
‘The time is now’ to hire some money help, says CFP: 3 questions to ask of potential financial advisors
Grow Magazine
June 1, 2022
Is Interest In ESG Investments Waning?
Financial Advisor
June 1, 2022
Advisers’ ESG use could be at tipping point: Survey
InvestmentNews
June 1, 2022
Your 27-point retirement checklist
MSN Money
May 19, 2022
College Planning and Financial Aid Training for FAs
Financial Advisor IQ
May 13, 2022
FPA Adds College Planning Certificate
Financial Advisor
May 11, 2022
FPA creates certificate course in college planning
InvestmentNews
May 11, 2022
FPA Introduces College Planning Certificate Course
ThinkAdvisor.com
May 11, 2022
Kitces Offers Discounted Speaking Fees for FPA Chapters
ThinkAdvisor.com
April 12, 2022
Taxing financial planning services is not the answer
InvestmentNews
March 30, 2022
Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently
RIA Intel
March 21, 2022
6 Succession Planning Tips for Financial Advisors in 2022
US News and World Report
March 14, 2022
Where to Find Free Professional Financial Advice
US News and World Report
March 14, 2022
FPA Partners With Carson on Advisor Coaching Service
Barron's
March 8, 2022
FPA Offers Carson Coaching Services to Members
Citywire
March 8, 2022
How to Jump Into Pro Bono Financial Planning
ThinkAdvisor.com
March 3, 2022
While Slowly Improving, a Lack of Diversity in the Financial Planning Industry Persists
CNBC
February 17, 2022
Virtual Meetings Between Clients, FAs Here to Stay: Report
Financial Advisor IQ
February 14, 2022
Course correction: FPA sharply defines its ‘core member’
Financial Planning
February 4, 2022
Journal of Financial Planning Names New Academic Editor
Financial Advisor
January 19, 2022
Best Week Ever: FPA wants you to know it’s adding value
CityWire
January 7, 2022
New CFP Board, FPA Leaders Assume Their Roles
ThinkAdvisor
January 7, 2022
Financial Planning Association 2022 president announced
Plan Adviser
January 7, 2022
New FPA President Looks To Inject Youth Into Planning Profession
Financial Advisor
January 4, 2022
Mercer’s Dennis Moore becomes president of FPA
CityWire
January 4, 2022
7 Ways to Live a Little in Retirement
AARP
November 29, 2021
With An Eye To Smaller, Newer Firms And Planners, The FPA Partners With SoFi
Financial Advisor
November 19, 2021
Some groups broaden DEI efforts to include neurodiversity
CEO Update
November 5, 2021
Financial advisors struggle with putting their clients into cryptocurrencies
CNBC
November 16, 2021
Financial advisors should have a succession plan for their firms, but most don’t. Here’s why it matters
CNBC
October 8, 2021
FPA Launches Support Community for Neurodivergent Financial Planners
ThinkAdvisor
October 6, 2021
James Lee is FPA’s 2022 president-elect
InvestmentNews
September 22, 2021
James Lee Named 2022 FPA President-Elect
Advisor News
September 22, 2021
Financial advisor vs. planner: what’s the difference?
Financial Planning
August 27, 2021
Where to Find Free Professional Financial Advice
US News & World Report
August 17, 2021
FPA Partners With Latino Leadership Institute
Financial Advisor magazine
August 17, 2021
State of the Financial Planning Association
Wicked Pissah Podcast (FPA of Massachusetts)
July 27, 2021
FPA hires chief membership experience officer to boost retention and recruiting
CityWire RIA
June 23, 2021
The Best Career Advice You've Ever Gotten: Advisors' Advice
ThinkAdvisor
June 22, 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
InvestmentNews
June 1, 2021
Advisors Warming Up To Cryptocurrencies, FPA Says
Financial Advisor
June 1, 2021
Advisors' Interest in Crypto Assets Rising: FPA Survey
ThinkAdvisor
June 1, 2021
Few, if any, financial advisers expected to recommend bitcoin and dogecoin to clients — here’s how many now suggest buying crypto
MarketWatch
June 1, 2021
Advisors Pivot to Cryptocurrencies as Clients Want In On the Action
CNBC
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
CNN
April 19, 2021
Why Virtual Internships are Here to Stay
InvestmentNews
April 15, 2021
‘Being Relevant’: FPA’s New CEO Plots a Revival in Declining Membership
Barron's
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
ThinkAdvisor.com
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
WealthManagement.com
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
CNBC
March 12, 2021
How Advisors Can Help LGBTQ Clients With Planning
Morningstar
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
InvestmentNews
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
Nerdwallet
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
Investopedia
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
Barrons
January 6, 2021
Skip Schweiss Becomes 2021 FPA President
InvestmentNews
January 6, 2021
Skip Schweiss Talks Priorities as He Takes FPA Helm
ThinkAdvisor
January 5, 2021
Americans flocked to buy life insurance, prepare wills and trusts last year
NBC News
January 1, 2021