Together we can make a difference. Be a part of FPA's Financial Planning Week!
Tools & Benefits of Partnership
Join the Financial Planning Association® (FPA®) in its
ongoing effort to help the public discover the value of financial
planning. FPA and its nationwide network of chapters celebrate
Financial Planning Week the first week in October to help raise the
public's awareness of financial planning and to help Americans make
smart financial decisions to achieve their life goals and
dreams.
We encourage you to become partners in our mission to ensure those
closest to you have the skills and resources they need to create
sound financial plans. FPA offers unique benefits and services that
are available to your organization, including tools and services to
help make individuals more successful and financially secure. The
following resources can be requested through FPA to help your
constituents realize the benefits of financial planning.
Educational Programs
Let FPA identify a guest speaker for your next event. Whether you want an expert to speak with employees about 401(k) and other retirement programs or you'd like to host a program for your members on choosing a financial planner or household budget, FPA speakers can address virtually any personal finance topic.
Financial Planning Audiocasts & Brochures
A library of informative print and online materials on personal finance-related topics is available. The expanding series of financial planning topics already includes selections on choosing and working with a financial planner, saving for retirement, college planning, investing, surviving a job loss and more. We can also work with you to develop brochures that are customized for your organization and your unique needs.
Financial Planning Articles
Each month, FPA issues three timely, personal finance articles that can be used in whole or part in your organization's newsletter or Intranet with full attribution to FPA.
PlannerSearch™
When an individual is ready to hire a financial planning professional, how can he or she be sure to find a trustworthy advocate? FPA invites organizations to refer individuals to PlannerSearch, a financial planner search service that helps connect individuals with FPA members who are CERTIFIED FINANCIAL PLANNER™ professionals in their area. This free service can be integrated on your Web site for quick and easy access. It is also available online at www.PlannerSearch.org or by calling 800.647.6340 for a printed listing.
