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

FPA encourages companies to partner with us in our mission to help individuals discover the value of financial planning. FPA offers unique benefits that can be made available to your employees, including information and resources that can help them achieve financial security.

Educational Resources

Speakers & Educational Programs (Coming Soon!)
Locate a guest speaker for an employee meeting or an upcoming conference. Whether you want an expert to discuss the basics of financial planning and choosing a financial planner or more specific financial planning issues like saving for retirement or higher education, FPA speakers can address virtually any personal finance or money management topic.

Financial Planning Literature
A library of informative materials, including brochures and articles, on various personal finance topics, are available for you to share with your employees.

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. This e-mail hotline allows your employees to post questions about general, personal finance topics and receive answers from members of the Financial Planning Association.

Find a Planner
If an employee is ready to hire a financial planner, how can they be sure to find a qualified, trustworthy professional? Our referral service, PlannerSearch, helps connect individuals with CFP professionals in their local area.

Receive More Information About FPA (link to FPA Workplace Financial Literacy Kit form)
Find out more about these resources and how your company might work with by e-mailing partner@fpanet.org.