Financial Planning Association (FPA)

This week, CFP Board and FPA are partnering to visit Members of Congress to discuss key policy initiatives that will strengthen the financial planning profession and better support the American public. The topics on the table include restoring and expanding tax incentives for financial advice, supporting Section 199A deductions for CFP® professionals, and advocating for the inclusion of certifications in 529 Plans. This effort underscores the need to increase access to ethical and competent financial planning for the American public. With over 10 local CFP® professionals and others joining us on Capitol Hill, we are making our voices heard. Stay tuned for updates on these critical discussions.

FPA LIVE with Kalli Fedusenko on Maximizing Video on Your Website Join us for the next episode of FPA LIVE when we chat with Kalli Fedusenko, founder of The Kalli Collective, as we discuss how video can be a powerful tool for building trust, engaging clients, and differentiating your practice. We’ll discuss why video matters, how to create and implement impactful content, and ways to maximize your video strategy—especially through your website—for long-term success. Whether you're new to video or looking to refine your approach, this episode will provide actions you can take today. Tune in!

Join Us in Celebrating FPA’s 25th Anniversary! From members sharing their heartfelt sentiments on FPA to special 25th-anniversary member perks, we are marking the occasion in style. https://bit.ly/4igbUkK

A.U.M.™ - Network Like a Human, Not a Salesy Weirdo Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo." Here’s what you’ll learn: ➡️ How to make networking feel authentic and enjoyable. ➡️ Tips for starting conversations that leave a lasting impression. ➡️ Strategies for building genuine relationships, not just collecting business cards. ➡️ The top networking mistakes to avoid—and what to do instead. ✨ Brought to you by the Financial Planning Association (FPA)

A.U.M.™ - Public Relations & What to Do In a Crisis Situation In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & What to Do in a Crisis Situation." Here’s what you’ll learn: ➡️ How to prepare for potential crises and protect your reputation. ➡️ Steps to take when a PR disaster strikes. ➡️ Tips for crafting empathetic, effective messaging during tough times. ➡️ Real-life lessons from businesses that navigated crises successfully. ✨ Brought to you by the Financial Planning Association (FPA)

As an FPA member, gain free access to the Global Client Experience Study, powered by Dimensional Fund Advisors. Understand your clients’ values, improve satisfaction, and uncover growth opportunities. Registration closes April 28—don’t miss out! https://bit.ly/4jYib6B

FPA LIVE with Cameron Logar on the Latest Research on Client Experience Join us for the next episode of FPA LIVE when we chat with Cameron Logar, regional director of practice management at Dimensional Fund Advisors, as we explore Dimensional’s Client Experience study and how financial planners use it to enhance client relationships. We’ll discuss Net Promoter Score (NPS), key insights on client value, surprises in the data—especially around Next Gen clients—and real-world strategies for improving segmentation, communication, and service models. Plus, FPA members will learn how they can participate in upcoming research and how they will be able to apply these insights to their practices. Tune in!

Save now before it is too late! https://bit.ly/4gOS278

Imagine confidently stepping into the spotlight, poised to share your financial expertise and insights with the world. It's not just a dream – it's a reality waiting for you with FPA's on-demand, virtual Media Mastery 2.0, developed with AdvisorPR and hosted exclusively through the FPA Learning Center. Media Mastery 2.0 https://hubs.li/Q02RhFbg0

FPA LIVE with Annalee Kruger and Bob Mauterstock on Elder Care Planning Join us for the next episode of FPA LIVE when we chat with elder care planning experts Annalee Kruger and Bob Mauterstock, CFP®. As families navigate the complexities of aging, financial planners have a unique opportunity to provide essential guidance and support. Our guests will discuss the growing need for specialized elder care planning, key challenges facing clients, and how financial planners can enhance their expertise through the Elder Planning Specialist Certificate Program offered by FPA, in partnership with Annalee, Bob, and Plan4Life, LLC. Tune in!