INFORMATION ABOUT FPA RESOURCES ANDFPA MEMBERS
Financial Planning Association
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Financial Planning Association (FPA)
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The Financial Planning Association® (FPA®) is theleadership and advocacy organization connecting those who provide,support and benefit from professional financial planning.
FPA has more than 24,000 members involved in all facets ofproviding financial planning services. FPA is the community thatfosters the value of financial planning and advances the financialplanning profession.
Core Values:
•Competence
•Integrity
•Relationships
•Stewardship
FPA – Who We Are
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Our Members: Firm Size and Position
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• 60% of FPA members* run their ownpractice as the:
- CEO
- President
- Sole proprietor
- Partner
• 77% of FPA members are in anexecutive position at their practice(includes list above and managers,directors and vice presidents).
Source: FPA’s 2009 Salary Survey
*From the 2008 Readex Readership survey conducted on behalf of FPA
Average of 17.5years of experiencein the financialservices industry*.
Our Members: Assets Under Management
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Source: FPA’s 2009 Salary Survey
Members personally manage an average of $101.6 million*.
International Members
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FPA greatly values the international representation within itsmembership.
We have members from 36 countries outside the US:
Australia
Austria
Bahamas
Belgium
Bermuda
Brazil
Canada
China
Cyprus
Germany
Greece
Hong Kong
Hungary
Ireland
India
Indonesia
Israel
Italy
Japan
Kenya
Korea
Malaysia
Mexico
Netherlands
New Zealand
Philippines
Russia
Singapore
South Africa
Spain
Sweden
Switzerland
Taiwan
Thailand
Trinidad
Venezuela
FPA – What can we do for you?
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International Electronic Membership
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Brand new to FPA – launching July 1, 2010.
Your portal to fellow professionals aroundthe world and access to best practices tobenefit your business.
Cost is $35US/year.
FPA Resources
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The Journal of Financial Planning is the official publication of theFinancial Planning Association (FPA). Published 12 times per year, it reaches50,000 financial planners every month. As a peer-reviewed publication, the Journal of Financial Planningdelivers the highest quality, most cutting-edge editorial available from the financialplanning profession’s top thought leaders. Our articles come from influentialacademics, practitioners and industry leaders.
International E-Members receive a digital copy of this by email.
FPA Resources
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FPA Resources
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FPA's Virtual Learning Center providesweekly webinars on the latest topics. Thisincludes objective business managementadvice for financial planning practices of allsizes.
The FPA Online Practice Management Center is a one stop resource forfinancial planners for new tools, ideas and resources about:
Marketing and growth strategies - Hiring practices - Compensation and staffing - Selectingsoftware and technology - Compliance practices - Partnerships and succession planning -Profitability and growth strategies
FPA Resources - Practice Management Center
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FPA Resources – Face-to-Face Meetings
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FPA holds national conferences throughout the year, plus other opportunities to gathertogether with colleagues from around the world.
Spring Gathering of International Community and Europe/Africa/Middle East Group– held in Europe
FPA Resources
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FPA Research Center
The FPA Research Center empowers the financial services sector with knowledge and anunderstanding of the financial planning process, including how it affects consumers, plannersand firms. Recent research includes:
FPA LinkedIn groupA gathering of 3,000 plus FPA members, this conversation area holds active discussions on topics ofinterest to the group. This is a place where you can post questions on topics of interest to you.
FPA Consumer Education
FPA’s consumer facing website, www.fpaforfinancialplanning.org, connects consumers with financialplanners in their areas, and also provides helpful resources and tools on topics such as collegeplanning, retirement planning, debt management, budgeting and more.
FPA International Community
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Ways to Gather:
• Online Conversation Area
• Spring Face-to-Face Meeting (Europe)
• Fall Face-to-Face Meeting (FPA Annual Conference)
• Quarterly teleconference calls
Mission: To create a gathering place for planners, those who support planning, and educators from around theworld to learn from each other and share their experiences.
Participation:Currently complimentary
Without FPA membership, $49US
With FPA membership, additional fee of $34US
FPA Invitation for You!
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As a member of HAQFP, you are welcometo attend at the FPA member rate.
Please plan to join us at our annual conference
FPA Denver 2010, October 9 – 12, 2010
A gathering of over 3000 people from over 20 countries,
consisting of:50+ educational sessions
Preconvention workshops
Exhibit hall with over 150 companies
Peer to peer conversation opportunities
