Members

Local Chapters

NexGen Members

Facebook Members

Who we are…

We are a passionate community of professionals committed to furthering the financial planning profession. Our mission at FPA Activate is to help you further your career and become an exceptional planner. Whether you are a student, new to the profession, a career changer or are curious about financial planning, you’ve found the right place. The FPA is the professional organization for CFP® professionals and is committed to providing tools for your success, whatever career stage you are in.

#thelatest from FPA Activate & #YAFPNW

G2 and the Importance of Continuous Learning

Oct 16, 2018 | #YAFPNW, Career Progression, Keys to Career Success, Succession Planning

Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm. Tune in to hear her story and learn how she has been instrumental in creating and growing their Resident Program, a three year training program for new financial planners.

What You Need to Know About Succession Planning

Oct 9, 2018 | Uncategorized

Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession planning from the point of view of a lead advisor or founder and of a financial planner who might want to become a successor.

History of Financial Life Planning pt 2

Oct 2, 2018 | #YAFPNW, History of Financial Planning

Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

Disrupting Portfolio Management with a Flat Fee Business Model

Sep 25, 2018 | #YAFPNW

Scott MacKillop, CEO of First Ascent Asset Management, never thought of himself as a disruptor in financial planning until he became one. As a career changer, Scott began working in the investment management space. Several years ago, he began to ask why investment...

Defending the Fiduciary Standard

Sep 18, 2018 | #YAFPNW, Keys to Career Success

In the world of financial regulation, it’s easy for the voices of fiduciary financial planners to get drowned out. One of Skip Schweiss’s many jobs is to give financial planners the microphone, and raise awareness about the fiduciary movement both in Washington and in our public communication with consumers.

History of Financial Life Planning pt 1 with George Kinder

Sep 11, 2018 | #YAFPNW, History of Financial Planning

George Kinder of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners – whether you’re new to the field, or you’ve been a planner for decades.

FPA National Headquarters

7535 E Hampden Ave

Suite #600

Denver, CO 80231

(800) 322-4237

Local Chapters