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- EIN 84-1521488
- (303) 759-4900
- 1290 N Broadway Ste 1625 Denver CO 80203-5602 USA
- www.onefpa.org
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Nonprofit Overview
Causes: Chambers of Commerce & Business Leagues
Mission: The financial planning association (fpa) is the community that fosters the value of financial planning and advances the financial planning profession.
Programs: Fpa baltimore is the largest gathering of cfp professionals. The event spotlights fpa's core competencies: knowledge, community, advocacy and leadership. The program offers many educational tracks, an exhibit hall, roundtable discussions and various pre-conferences conducted by partners of fpa. Various fpa member communities gather to network, share best practices and connect with like-minded members. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practice for immediate implementation.
member relations:fpa membership staff assist fpa members in joining and renewing as fpa members as well as navigating their fpa member benefits to ensure they take full advantage of their membership. As a professional membership association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.
fpa retreat is a long-standing, non-traditional gathering of the fpa community. It is an event that attracts the "best and brightest" of the profession due to its level of intimacy, community learning and advanced, cutting edge content. The conference provides opportunities for networking, advanced education, and exposure to new theories and best practices.