DENVER (August 11, 2022) – The Financial Planning Association® (FPA®), the leading membership organization and trade association for Certified Financial Planner™ professionals, announced today a new partnership with Financial Behavior Keynote Group, LLC. The partnership supports FPA chapters and the educational programs they host for local Members and other professionals by helping them secure recognized and respected behavioral finance experts to speak at local educational events at significantly discounted pricing.
“We believe strongly in the important role our network of FPA chapters play in the lives of our Members, including the educational programming that further builds their core financial planning competencies,” says Patrick. D. Mahoney, FPA chief executive officer. “This partnership will support our chapters by helping them secure noted academicians highly regarded for their work in financial behavior, therapy, and communication.”
The partnership enables all FPA chapters to secure a speaker at a 20% discount for in-person or virtual presentations. FPA chapters with fewer than 400 paid Members can secure a speaker for a virtual presentation for an additional 20% discount off the already discounted price.
"It's an honor to offer special rates to FPA chapters who are working hard to educate financial planners on the behavioral side of money,” says Dr. Mary Bell Carlson, president of Financial Behavior Keynote Group. “We are focused on bringing evidence-based insights and client-facing experience to the FPA stage.”
The Financial Behavior Keynote Group, LLC, was established in 2022 by four of the profession’s leading behavioral finance experts to bring their evidence-based educational and platform presentations to the financial planning community. The experts include:
- Kristy L. Archuleta, Ph.D., LMFT, CFT-I™ — An internationally recognized and award-winning professor in financial planning at the University of Georgia, Archuleta is known for her contributions to the field of financial therapy as co-founder of the Financial Therapy Association, the Journal of Financial Therapy, and the nation’s first academic financial therapy program.
- Mary Bell Carlson, Ph.D., CFP®, AFC® — A financial behavior expert and well-known speaker and author, Carlson is the co-host of the Real Money, Real Experts podcast, an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University.
- Ryan H. Law, CFP®, AFC® — An award-winning author and educator, Ryan teaches financial counseling courses and is the Director of the Money Success Center at Utah Valley University. Law is an expert in client communication, student loans, financial counseling, and behavior change. He recently served as President of AFCPE.
- Michael G. Thomas, Jr., Ph.D., AFC® — A lecturer at the University of Georgia, Thomas’s research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. His life-long goal is to help underserved communities establish, grow, and sustain their wealth by utilizing an intra and inter-family wealth creation process.
"We are excited to work with the Financial Planning Association and their nearly 80 chapters to bring diversity and expertise to the stage,” added Dr. Michael Thomas.
FPA chapter can take advantage of this opportunity by visiting www.keynote.financial/contact-us and completing the necessary speaker request form. Chapters looking for additional support in holding an event can also explore a full-service event planning option offered by Financial Behavior Keynote Group, LLC.
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About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNERTM professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org and on Twitter at twitter.com/fpassociation.
About the Financial Behavior Keynote Group
Founded in 2022, the Financial Behavior Keynote Group, LLC, is a consortium of financial behavior experts who have spent years studying financial behavior and implementing proven solutions for clients. As the only keynote group rooted in financial behavior change, Financial Behavior Keynote Group, LLC, delivers top-quality speakers backed by evidence and experience, which results in a competitive differentiator for client organizations and their events. Learn more at www.keynote.financial.