2025
- June 11, 2025: FPA Launches Groundbreaking Competency Model to Shape the Future of Financial Planning
- June 4, 2025: Planners Embrace Alternative Investments Amidst Market Uncertainty, 2025 Trends in Investing Survey Reveals
- May 14, 2025: FPA Renews Partnership with the Psychology of Financial Planning Specialist™ Program
- May 8, 2025: Survey Reveals Emotional Readiness and Health Expenses Are Key Issues in Retirement Preparation
- April 2, 2025: FPA Launches New, Modernized Cybersecurity Certificate Program for Financial Planners
- March 6, 2025: Distinguished Academic Leaders Honored for Innovative Research Advancing Financial Planning
- February 4, 2025: FPA Mourns the Loss of CEO Patrick D. Mahoney While Celebrating His Legacy and Vision
- January 6, 2025: Paul J. Brahim, CFP®, CEPA®, Officially Takes the Helm as the 2025 President of the Financial Planning Association
2024
- September 19, 2024: FPA and Money Reveal the 2024 Best Financial Planners
- September 18, 2024: New Research Reveals Focus on Financial Planning in a Changing Landscape
- September 18, 2024: Daniel Galli, CFP®, Elected 2025 President-elect of the Financial Planning Association
- August 21, 2024: Finalists Announced for the 2024 Financial Planning Challenge
- July 31, 2024: FPA to Recognize Financial Planning Thought Leader with the Association’s and Profession’s Highest Award
- July 23, 2024: FPA to Honor Those Making a Positive Impact on the Financial Planning Profession and Society
- July 17, 2024: FPA of New England To Be Honored for Exceptional Pro Bono Financial Planning Programming
- July 9, 2024: FPA and Journal of Financial Planning Recognize Recipients of the 2024 Montgomery-Warschauer Award
- July 5, 2024: Financial Planning Association and FPA of California Applaud Historic Personal Finance Education Law
- June 3, 2024: The 2024 Trends in Investing Survey: Financial Planners Continue to Prefer ETFs in Client Portfolios
- May 28, 2024: Financial Planning Association and Money.com Partner to Create Listing of Exceptional Financial Planners
- April 26, 2024: FPA Provides Comments on the U.S. Department of Labor’s Final Retirement Security Rule
- January 11, 2024: Kansas State University Professor Named New Academic Editor for the Journal of Financial Planning
- January 4, 2024: Claudia Cypher Kane, CFP®, Assumes Role as 2024 President of the Financial Planning Association
- January 3, 2024: FPA Provides Comments on the U.S. Department of Labor’s Retirement Security Rule
2023
- December 20, 2023: FPA Names New Practitioner Editor for the Journal of Financial Planning
- December 6, 2023: Financial Planning Thought Leaders Recognized for Research Contributions That Advance the Profession
- November 1, 2023: FPA Statement on the U.S. Department of Labor’s Proposed Definition of Investment Advice Fiduciary
- October 12, 2023: Texas Tech University Clinches Victory in the 2023 Financial Planning Challenge
- October 5, 2023: FPA Launches National Membership Program for Financial Advisors Affiliated with Ameriprise Financial
- September 29, 2023: FPA Launches New Media Training Program for Financial Planners in Partnership with AdvisorPR
- September 28, 2023: New Research From eMoney Advisor and FPA Points to the Transformative Power of Technology on Client Relationships
- September 27, 2023: Paul Brahim, CFP®, Elected 2024 President-elect of the Financial Planning Association
- September 14, 2023: FPA Chapter Recognized for Outstanding Pro Bono Financial Planning Programming
- September 13, 2023: TIFIN Wealth and FPA Partner To Expand Access To Personalized Investment Platform for Financial Planners
- August 31, 2023: Financial Planning Challenge Finalists Head to Phoenix to Compete In Final Stages At FPA Annual Conference 2023
- August 25, 2023: Journal of Financial Planning Once Again Recognized For Excellence in Publishing
- August 2, 2023: FPA Recognizes Outstanding Advocates For Diversity In Financial Planning With The FPA Diversity Scholarship
- July 31, 2023: Financial Planning Association Joins with More than 500 Organizations to Help Build Tomorrow’s Workforce
- July 20, 2023: Research Showcase At FPA Annual Conference 2023 To Spotlight The Latest Critical Thinking In Financial Planning
- July 18, 2023: CAIA Association and FPA Announce New Partnership to Provide Greater Access to UniFi by CAIA Platform
- July 13, 2023: Three Financial Planning Professors To Be Recognized With FPA’s 2022 Montgomery-Warschauer Award
- July 11, 2023: FPA, Financial Planning Community Recognize Outstanding Contributors To The Profession and Public
- July 5, 2023: FPA Retreat 2023 Achieves Choir Certification™ In Recognition of Speaker Diversity
- June 27, 2023: FPA To Honor Financial Planning Luminary With The Association’s and Profession’s Highest Award
- June 22, 2023: FPA Advocacy Day Elevates Awareness of Financial Planning, Issues Central to Financial Planners and The Public
- June 1, 2023: Annual Investment Survey Reveals Financial Professionals Still Favor Proven Investment Vehicles Over Newer, Trending Options
- May 15, 2023: FPA Pleased to Support and Co-Sign Letter to Urge Senate to Act on Financial Exploitation of Seniors
- May 9, 2023: New Study Reveals Psychological Factors Hindering Growth for Financial Advisers
- May 4, 2023: FPA Annual Conference 2023 To Bring The Financial Planning Community Together For Three Days of Connection, Education
- March 28, 2023: Financial Literacy Workshops Held by FPA Chapters and Members Saw a 212% Increase in Consumer Attendance in 2022
- February 23, 2023: FPA Partners to Help Members, Financial Planners Support Elder Planning Needs of Clients and Their Families
- February 21, 2023: Financial Planning Association’s Annual Conference Earns Choir Certification™ for Diverse Speaker Lineup
- January 5, 2023: James Lee, CFP®, Officially Becomes 2023 President of the Financial Planning Association
2022
- November 17, 2022: FPA Chapters Recognized for Outstanding Pro Bono Financial Planning Programming
- November 14, 2022: Financial Planning Association Recognizes Financial Planners for their Contributions to the Profession, Public
- November 10, 2022: FPA to Honor Influential Volunteer Leader with the Profession’s Highest Award
- November 8, 2022: Financial Planning Association Elects New Directors to Its 2023 Board of Directors
- October 18, 2022: Utah Valley University Named Winner of the 2022 Financial Planning Challenge
- October 3, 2022: FPA Partners with Psychology of Financial Planning Specialist Certificate Program to Support Members
- September 28, 2022: Claudia Cypher Kane, CFP®, Elected 2023 President-elect of the Financial Planning Association
- September 8, 2022: FPA Announces Keynote Line-Up for FPA Annual Conference in Seattle from December 12-14, 2022
- August 11, 2022: FPA Partners with Recognized Behavioral Finance Experts to Support Members and Chapter Programs
- August 9, 2022: Journal of Financial Planning Receives Top Honor from APEX Awards for Publication Excellence
- August 3, 2022: Distinguished Accounting Professors to Be Awarded FPA’s 2022 Montgomery-Warschauer Award
- July 21, 2022: FPA to Pursue the Legal Recognition of Financial Planners Through Title Protection
- July 5, 2022: Connection, Learning, and Community to Take Center Stage at FPA Annual Conference 2022 in December
- May 17, 2022: Financial Planning’s Next Generation to Converge in Las Vegas for FPA NexGen Gathering 2022
- May 11, 2022: FPA Launches College Planning Certificate Program for Financial Planners
- April 25, 2022: FPA Virtual Externship Returns This Summer
- April 14, 2022: FPA Successfully Lobbies Kentucky Legislature to Protect Members from Taxation on Personal Financial Planning, Personal Investment Management Services
- April 12, 2022: FPA and Kitces Speaking Unite to Support Local FPA Chapters with Increased Access to Quality Financial Planning Education
- March 8, 2022: Carson Coaching Named FPA’s Official Coaching Partner
- February 23, 2022: FPA Members and Chapters Increased One-on-One Pro Bono Financial Planning Hours by 18% in 2021
- February 8, 2022: Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients
- February 2, 2022: Empowerment and Inclusion to Be Addressed from the FPA Retreat 2022 Mainstage in April
- January 27, 2022: The Financial Planning Association Partners with Bankers Healthcare Group to Provide Financial Solutions to Members
- January 19, 2022: The Financial Planning Association Names New Academic Editor for the Journal of Financial Planning
- January 4, 2022: Dennis J. Moore, MBA, CFP®, Assumes Role as 2022 President of the Financial Planning Association
2021
- December 7, 2021: The Financial Planning Association Names New Practitioner Editor for the Journal of Financial Planning
- November 9, 2021: SoFi Partners with the Financial Planning Association To Provide Exclusive Access to Suite of Financial Solutions to FPA Members and Clients
- October 18, 2021: FPA NexGen® Announces New Members Elected to 2022 Leadership Committee
- October 6, 2021: FPA Launches New Community to Support Neurodivergent Financial Planners, Expand Diversity In the Profession
- October 4, 2021: NARSSA Announces Partnership with the Financial Planning Association
- September 29, 2021: FPA of Orange County Awarded the Power of Financial Planning Award for Outstanding Pro Bono Financial Planning Programming
- September 21, 2021: James Lee, CFP® Elected 2022 President-elect of the Financial Planning Association
- September 20, 2021: Eight College Teams Named Finalists in the 2021 Financial Planning Challenge
- September 16, 2021: Financial Planning Association Recognizes Financial Planners for their Contributions to the Profession, Public
- September 8, 2021: Financial Planning Association to Honor Noted Financial Planning Academician with the Profession’s Highest Award
- August 24, 2021: Financial Planning Association Cancels FPA Annual Conference 2021 Scheduled for September 22-24 in Columbus, Ohio
- August 17, 2021: FPA Partners with Latino Leadership Institute to Bring Inclusive Leadership Training to Members
- August 4, 2021: FPA Announces Keynote Line-Up for In-Person Annual Conference at Greater Columbus Convention Center from Sept. 22-24, 2021
- June 22, 2021: FPA Sharpens Focus on Member Experience Operation with Hiring of Organization’s First Chief Membership Experience Officer
- June 11, 2021: FPA Annual Conference to Restore a Sense of Community for Financial Planners in a Post-Pandemic World
- June 7, 2021: FPA Virtual Externship is Underway with 907 Students, Career Changers, and Seasoned Financial Professionals Participating
- June 1, 2021: Survey: More Financial Planners to Explore Cryptocurrencies in the Coming Months as More Clients Express Interest, Demand in Trending Investment
- May 27, 2021: Danielle Andrus Named Editor of the Journal of Financial Planning, Will Lead the Financial Planning Association’s Publications Team
- May 25, 2021: New Research To Uncover How Communication Practices Impact Client Trust in Financial Planners, Financial Planning Process
- April 21, 2021: Thought-Leaders on Interpersonal Neurobiology To Be Awarded FPA's 2021 Montgomery-Warschauer Award
- April 12, 2021: FPA Virtual Externship Returns to Showcase the Financial Planning Profession, Build a Pipeline of New Talent
- March 31, 2021: As Digital Currencies Gain Popularity, FPA and RIA Digital Assets Council Announce Education-Focused Partnership
- March 24, 2021: FPA Embraces Its Asian American/Pacific Islander Members, Launches AAPI Community as Part of Inclusivity Efforts
- February 10, 2021: In the Face of a Pandemic, FPA Members Increased One-on-One Pro Bono Engagements by 7% in 2020.
- January 7, 2021: Joey Stemmle, CFP®, CRPC® to Lead the Next Generation as 2021 President of FPA NexGen®
- January 5, 2021: Skip Schweiss, CFP®, AIF® Becomes 2021 President of the Financial Planning Association
2020
- December 7, 2020: Financial Planning Association Announces Patrick D. Mahoney as Chief Executive Officer
- November 12, 2020: With Billions of Dollars at Stake, FPA Launches Cybersecurity Certificate Program for Financial Planners
- October 1, 2020: FPA and the American Heart Association Launch Philanthropic Solutions in Financial Planning Certificate Program
- September 30, 2020: Dennis J. Moore, MBA, CFP® Elected 2021 President-elect of the Financial Planning Association
- September 29, 2020: FPA Recognizes Commitment to Diversity and Inclusion Among Members From the Financial Planning Community
- September 10, 2020: FPA of Metro New York Awarded the Power of Financial Planning Award for Outstanding Pro Bono Financial Planning Programming
- August 25, 2020: Behavioral Science Researchers To Be Awarded 2020 Montgomery-Warschauer Award For Research on Goals-Based Financial Planning
- August 20, 2020: Financial Planning Association is Going Online with a Digital 2020 FPA Annual Conference
- August 6, 2020: Financial Planning Coalition Strongly Disagrees with U.S. Deparment of Labor on Proposed Retirement Investment Advice Rule Package
- June 30, 2020: Financial Planning Coalition Statement on the Reintroduced U.S. Department of Labor Investment Advice Rule
- June 29, 2020: FPA Statement on Regulation Best Interest Court Ruling
- June 24, 2020: Financial Planning Association Names CEO Search Committee
- June 17, 2020: FPA Message on the Need for an Inclusive Community
- June 3, 2020: Survey: COVID-19, Market Uncertainty Has Financial Advisers Feeling Bearish for the Next Six Months
- May 21, 2020: FPA Launches Enhanced Digital Experience, Revamped Look-and-Feel and New Brand Promise
- May 6, 2020: FPA Virtual Externship to Support Financial Planning Students and Those Who Lost Summer Opportunities Due to COVID-19
- May 4, 2020: Public Policy Advisory: Federal and State Policymaking That Impacts Financial Planners and Consumers of Financial Planning Services
- April 21, 2020: The Financial Planning Association and Finance of America Reverse Announce Education-Focused Partnership
- April 13, 2020: FPA and the Board of Certified Safety Professionals Launch Program to Connect Safety Professionals with Financial Planners
- March 31, 2020: FPA Appoints New Practitioner Editor for the Journal of Financial Planning
- March 20, 2020: Financial Planners Rally To Help Underserved Populations Impacted by the Coronavirus
- March 18, 2020: Financial Planning Association Statement on Status of FPA Retreat 2020
- January 22, 2020: Three Top Business Coaches Joining the FPA Coaches Corner to Help Financial Planners Achieve Greater Success in 2020
- January 15, 2020: FPA Appoints New Academic Editor for the Journal of Financial Planning
- January 8, 2020: Martin C. Seay, Ph.D., CFP®, Assumes Role as 2020 President of the Financial Planning Association