A virtual FPA program that last year advanced hundreds of aspiring planners toward the profession — many from groups underrepresented in the industry — could reach that many, or more, in the second ...

TheFinancial Planning Association(FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent courses for a further three years.

The Financial Planning Association has launched a program to help its members work better with the media. In conjunction with AdvisorPR, a division of JConnelly, the association has launched “Media ...

The Financial Planning Association is partnering with Carson Coaching, the consulting service launched by advisor Ron Carson, to help advisors grow their businesses via online and in-person training, ...

Despite the constantly increasing sophistication and number of threats to cybersecurity, advisors have had little in the way of training beyond frequent sessions on the topic held at conferences. Now, ...

December 2019 marked the 50th anniversary of the financial planning profession. In December 1969, 13 individuals in the financial services industry gathered in an airport hotel in Chicago and planted ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

As evidenced in PLANADVISER’s Advisers Giving Back series, financial professionals are a philanthropist group. The Financial Planning Association (FPA), a membership association for Certified ...

Financial planners are spending more time discussing supposedly non-financial topics with clients, and they're seeking more training in psychology, according to a new study. Processing Content ...