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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

Enhancing Client Relationships Through Charitable Giving

John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.

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Saying “Yes” to Opportunities & Impact

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 – 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does. He also talks about motivation, the balance between effort and workaholism, and how strengths develop over time.

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FPA National Headquarters

1290 Broadway

Suite 1625

Denver, CO 80203

(800) 322-4237

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