Research shows people benefit from broad-based financial planning education and need access to financial professionals who can help assure them that they are on the right track. 

The Financial Planning Association® (FPA®) invites you to become partners in our mission to ensure all Americans have the skills and resources necessary to reach their financial goals and dreams. By partnering with FPA, your organization can use financial planning to transform the lives of those closest to you and your community. FPA offers unique resources, tools and services to help your employees, members or community achieve financial stability. Become an FPA partner.

Resources

Need someone to speak to your group about financial planning? Request a Speaker
Locate a guest speaker for an upcoming meeting or conference. Whether you want an expert to discuss the basics of financial planning or more specific financial planning issues like saving for retirement or college, FPA speakers can address virtually any personal finance or money management topic.

Financial Planning Materials
A library of informative materials, including an eNewsletter, financial planning blog, Retirement Webinar, brochures, articles and videos, on various personal finance topics, are available for you to share with others.

Ask a Question
Some individuals may not be ready to hire a financial planner, but that doesn't mean they don't have questions about money. Our e-mail hotline allows individuals to ask questions about general, personal finance topics and receive answers from our members, the financial planning experts.

Find a Planner
If an individual is ready to hire a financial planner, how can they be sure to find a qualified, trustworthy financial professional? Our search service, PlannerSearch®, helps connect individuals with CERTIFED FINANCIAL PLANNER™ professionals in their local area.

Retirement Made Simpler 
Are you an employer? Help your employees save for retirement. Learn more about offering automatic 401(k) plans in the workplace.

Permission to Link to FPA's Web site (PDF | 39.7KB)

Permission to Reprint FPA Content (PDF | 32.7 KB)

Please email Ryanne Enyeart or call 800.322.4237, ext. 7151 to learn more about FPA's educational resources and partnership opportunities.

Learn more about FPA's current relationships.