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Trending Membership Benefits Pro Bono Continuing Education 2021 Conference
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FPA Releases and Announcements

  • February 10, 2020: In the Face of a Pandemic, FPA Members Increased One-on-One Pro Bono Engagements by 7% in 2020.
  • January 7, 2020: Joey Stemmle, CFP®, CRPC® to Lead the Next Generation as 2021 President of FPA NexGen®
  • January 5, 2020: Skip Schweiss, CFP®, AIF® Becomes 2021 President of the Financial Planning Association
  • 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

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