Category Archives: Member Resources

Check out the Member Discount Program Guide for May 2015

The May 2015 Member Discount Guide will be hitting mailboxes May 4-8. The guide features over 80 discounts, as well as a centerfold Practice Management article that was co-written by FPA and Fox Financial Planning Network, one of FPA’s Business Success Partners. The article – 6 Tips to Improve Client Service and Boost Profits –

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FPA Member Discount Guide

Check out FPA’s new Member Discount Guide – found in the February Journal of Financial Planning and available online here……….. http://www.onefpa.org/Membership/Documents/FPA_MDP_Guide.pdf The FPA has cultivated a comprehensive collection of benefits aimed to support financial professionals and their businesses at every stage of their career. More than ever, members rely on FPA to provide guidance, education, networking and

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Volunteer Engagement Initiative

Would you like to volunteer more but have trouble finding the opportunities that fit your interests and schedule? The Financial Planning Association recently launched the Volunteer Engagement Initiative to help with this challenge. This initiate will help FPA enhance the way the organization engages with volunteers. The FPA plans to increase awareness of volunteer opportunities,

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FPA Member Benefits: Another Way FPA Membership Pays For Itself

You know about the great networking and educational opportunities FPA provides, but do you know of all the valuable discounts? There are over a 100 products and services offering free trials and discounts for FPA members. These discounts include savings on software subscriptions, marketing services, and office supplies. The discounts are nicely organized by category on

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FPA SF and East Bay Chapters Offer $1500 Scholarship – Deadline November 1, 2014

2014 FPA San Francisco CFP® Scholarship Program FPA San Francisco and FPA East Bay are pleased to announce the intention of each chapter to award one of its members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program.

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