Financial Planning for Your Members

Research shows individuals 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 organizations 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 members, including information and resources that can help them achieve financial security.

  

Educational Resources

Speaker Request Form
Locate a guest speaker for a member meeting or an upcoming conference. Whether you want an expert to discuss the basics of financial planning or on more specific financial planning issues like saving for retirement or 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 members.

Ask a Planner
Some individuals may not be ready to hire a financial planner, but that doesn't mean they don't have questions about money. The FPA e-mail hotline allows your members to ask questions about general, personal finance topics and receive answers from members of the Financial Planning Association.

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

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