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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

Find Your Place in the Profession

Jul 16, 2019 | #YAFPNW, Keys to Career Success

In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.

Leveraging Opportunities for Your Career

Jul 9, 2019 | #YAFPNW, Career Progression, Keys to Career Success

In this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional – whether they want to develop a career track at their firm or eventually start their own business.

Focus on Your Message

Jul 2, 2019 | #YAFPNW, Growing a Firm

This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!

Finding Your Identity, Purpose, and Impact

Jun 25, 2019 | #YAFPNW, Keys to Career Success

In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!

Forging a Path to Partnership

Jun 18, 2019 | #YAFPNW, Career Progression, Growing a Firm

Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.

The Value of Next Generation Planners

Jun 11, 2019 | #YAFPNW, Keys to Career Success

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.

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(800) 322-4237

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