The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office. Don’t miss your chance to learn and connect with the best and brightest in the world of financial planning at #FPAConf18 in Chicago, Illinois.
Expand your professional and personal network and connect with more than 2,000 attendees from the global financial planning community. Share knowledge and insights to become more effective, efficient and prosperous. Dive deeper into specific issues and subject matters in some of the following events:
Historically, the conference has been able to offer up to 16 hours of CFP® continuing education (CE) credit for attending the full conference, pending acceptance by the Certified Financial Planner Board of Standards, Inc. FPA designs its programs to comply with the principles of good practice accepted by most major professions. Additionally, attendees may self-report continuing education for other designations.
Take an in-depth look at domestic and internationally relevant topics with a mix of open Q&A with expert panels and planner discussions.
Our bustling Exhibit Hall provides attendees with more opportunities to meet with industry representatives to learn about solutions from big companies and individual practice management product and service providers.
Explore the latest trends from the best and the brightest minds in the profession.
JOURNAL OF FINANCIAL PLANNING
The Journal of Financial Planning will again feature academic presentations so new, they’re not yet published to the public.
FINANCIAL PLANNING CHALLENGE
This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board that recognizes school teams for demonstrating the CFP Board Financial Plan Development Course requirements. The top three winning teams are awarded a monetary scholarship for their school.
FPA designs its programs to comply with the principles of good practice accepted by most major professions. Historically, the FPA Annual Conference has been able to offer attendees a minimum of 16 hours of continuing education credit.Financial Planning Association is registered with the National Association of the State Board’s of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. No advanced preparation is required for courses offered at this conference.
CFP BOARD CONTINUING EDUCATION CREDIT
FPA applies for acceptance from CFP Board and reports continuing education to CFP Board on behalf of attendees. CFP Board has final authority on acceptance of eligible sessions. To ensure that your CFP Board CE credit is processed, please be in the room within the first 10 minutes of the session.
REPORTING CONTINUING EDUCATION CREDIT
FPA will automatically report credit to CFP Board within one to two weeks of the conference. Please be certain your FPA online profile contains your CFP Board ID to ensure timely reporting. If you hold another designation, please check the on-site comprehensive guide for approved courses and plan to self-report credit to other associations or boards, including Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE) and Investment Management Consultants Association (IMCA), American Institute of CPAs (AICPA). Download and print a certificate of completion from the FPA Website one to two weeks following the conference for self-reporting purposes.
Sister organizations of FPA generally assess CE credit hours as listed in the comprehensive on-site guide. To track continuing education credits, international attendees MUST be in the room within the first 10 minutes of the session and save all handout materials to be provided to the sister organization with a certificate of completion. Download and print a certificate of completion from the FPA Website one to two weeks following the conference.
Instructions on how to receive CE credit will be available in the Mobile App and at the FPA Booth in the Exhibit Hall. Attendees must attend the required duration in order to receive credit. For additional questions related to continuing education credit, please contact FPA Member Services or call +1 800 322-4237, option 2.
2018 General Session Speakers
Ron Carson is one of the most celebrated and respected financial advisers and executives in the industry. In addition to serving as CEO of Carson Group (including Carson Wealth, Carson Group Coaching, and Carson Group Partners), he has also founded an RIA “think-tank” study group and a leading wealth management consultancy, is a member of the CNBC Financial Advisor Council and a New York Times bestselling author.
DR. DANIEL CROSBY
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is apsychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to the creation of behavioral FinTech. In the summer of 2016, Dr. Crosby released his latest book, The Laws of Wealth, which was subsequently named the best investment book of the year by the Axiom Business Book Awards.
Dr. Joe Davis is Vanguard’s global chief economist and head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for Vanguard Fixed Income Group. A frequent presenter, he has also published studies on a variety of macroeconomic and investment topics in leading academic journals.
Robyn Scott is the program designer and lead facilitator for Second City Works, the professional services arm of the legendary Second City Improv Theater, and has been delivering learning and development to corporate organizations for the past 20 years. Using the tenets of improv, Robyn and her team will engage our audience in a series of playful and fun activities to help financial planners communicate with more flexibility, openness, and courage. Participants are sure to walk away feeling inspired to connect and collaborate with clients and colleagues.
2018 Highlighted Session Speakers
Bill Cunningham, MBA/AM
Stacy Francis, CFP®, CDFA™, CES™
Sheryl Garrett, CFP®, AIF®
Brad Klontz Psy.D., CFP®
Margit Henderson, PhD
Amaju Loving, Ph.D.
Carolyn McClanahan, MD, CFP®
Dan Rubin, JD LL.M.
Richard L. Sandor, Ph.D.
Steve Vernon, FSA
CANCELLATION, REFUND & SUBSTITUTION POLICY
All FPA Annual Conference registration cancellations and refund requests must be made in writing to [email protected] by Friday, August 31, 2018. A refund of all fees, less a $100 administrative fee, will be given for cancellations received by this date. Refunds will be returned to the original payer and in the original method of payment.
Please note that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than September 21, 2018. After this date, no refund considerations will be made.
A transfer of your full registration to another individual is permitted prior to the conference start date by submitting written request to [email protected]. Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Registration costs and other fees from this event cannot be transferred to another program, event or membership dues. Badge sharing, splitting and reprints are strictly prohibited.
Examples of Relevant and Supporting Documentation for Cancelation Include, but are not limited to:
A signed letter from physician/medical provider stating
1) the date(s) of the onset and duration of the condition and
2) how the condition impaired your ability to attend the conference.
Please do NOT send medical records or bills
Deployment Orders/PCS Orders/TDY Orders; Memo from Commanding Officer to address issues not covered by military orders. Generally we require memos from O-5’s and above.
Death of Immediate Family Member
Death certificate or obituary. The submitted documentation must show date of death and family relationship.