At the Financial Planning Association (FPA), cultivating and nurturing a sense of community for CFP® professionals and those who support their success is one of our most important mandates. The FPA Annual Conference provides an exceptional forum for members and non-members alike to access and get involved with the diverse and specialized communities available through the association, each centered on specific affinities and objectives designed to support a continuous learning environment.
Thank you to those who were able to make it to this year’s International portion of the Annual Conference! We look forward to seeing you again next year in Chicago!
Many social and learning elements International attendees enjoyed during previous FPA International Study Tours will remain as part of the offerings of the Summit. International planners are welcome to reach out to Christine Walsh for help finding local planners to visit as part of an independent study group activity. FPA, however, will not be involved with arranging visits or for transportation to the sites.
Schedule Coming Soon
Take a look at what attendees worked together in roundtables to explore and define best practices within the framework of various specializations: Retirement Planning, Estate Planning, Tax Planning, etc. Materials will be provided to attendees prior to the Summit with guidance on how best to break down the study. Implementable takeaways and findings will be gathered and shared with attendees.
This year’s Summit attendees were delighted there was an emphasis on peer-to-peer learning through conversation, shared findings and a focus on providing participant planners a prime opportunity to network during our 60 minute lunch, various breaks and our Knowledge Circle Summit reception. The afternoon sessions will showcase various other topics, such as Business Success and Women and Finance.
Don’t miss this yearly in-person event! Meet the Knowledge Circle Hosts, mingle with Knowledge Circle members and find out what all the buzz around these peer-to-peer learning groups is about.
Schedule Coming Soon
We value our members of the academic community and we invite you to potentially be a part of the 2018 FPA Annual Conference, Oct. 3-5, 2018 in Chicago.
The Journal of Financial Planning invites you to submit extended abstracts (1,000 to 1,500 words) of unpublished research papers on all topics of financial planning in consideration for presentation at the FPA Annual Conference, Oct. 3–5, 2018 in Chicago.
The research presentations will be co-sponsored with the Academy of Financial Services (AFS). Answers to some frequent questions:
- Call for Papers closes May 15
- Submissions are free
- We accept research on all aspects of financial planning
- Researchers can submit the same research for consideration to both AFS and Call for Papers
- One presenter will receive free registration to the FPA Annual Conference
- Email [email protected] for submission guidelines or to submit your abstract today.
A blind peer review process will choose nine pieces of unpublished research to be presented in 15-minute time slots.
In the past, these sessions, which are well received and well attended, are helpful for planners and academics both to:
- Learn what topics are at the forefront of financial planning research
- Ask researchers questions
- Provide valuable input that researchers can utilize in developing full research papers
Some of the research chosen has also subsequently been published in the Journal of Financial Planning after the conference.
The chosen presenters will be eligible for two $500 cash prizes for the best applied and the best theoretical research.
The winners at 2017 FPA Annual Conference for the best theoretical research were Sonya L. Britt-Lutter, Ph.D., CFP®; Cassandra Dorius, Ph.D.; and Derek R. Lawson, CFP® for their presentation titled, “The Financial Implications of Cohabitation”; and the winners for the best applied research awarded to Sarah Asebedo, Ph.D.; and Martin Seay, Ph.D., CFP® for the research titled “Financial Self-Efficacy and the Saving Behavior of Older Pre-Retirees.”
2018 winners will be introduced at the 2018 conference.
The 2017 FPA Annual Conference Diversity Scholarship recipients are:
Boyd, from Long Beach, Calif., is a 2nd-year Ph.D. student at Kansas State University where she is studying financial planning and therapy. She is an active leader in the FPA of Orange County chapter where she volunteers to support chapter advocacy and pro bono financial planning efforts. She is the founder of Long Beach Financial Planning Day and her work in the community has been recognized by federal, state and local lawmakers and civic organizations.
ROGER MA, CFP®
Ma is a Certified Financial Planner™ (CFP®) professional and founder of lifelaidout, LLC. in New York, NY. Active in pro bono financial planning, he supports the programs offered by the FPA of New York chapter and has worked directly with the New York Public Library, Prep for Prep, and Youth Venture, among other organizations.
DIVAM MEHTA, CFP®, ChFC®
Mehta is a Certified Financial Planner™ (CFP®) professional and president of Mehta Financial Group, LLC. in Richmond, Va. Recognized as one of InvestmentNews’ “40 Under 40” in 2016, he immigrated from India when he was five years old and personally experienced many of the challenges that most immigrants face when moving to a new country. These experiences have led him to take on leadership roles in the Indian-American community where he is also providing pro bono support and education.
The scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:
- Raising awareness of the profession in diverse communities;
- Serving diverse communities with financial planning; and
- Increasing professional opportunities for diverse communities within the financial planning profession.
The Diversity Scholarship Program is sponsored by the FPA Diversity Committee. The Committee’s mission is to develop strategies to raise awareness and promote inclusiveness of diverse communities including but not limited to: age, race, ethnicity, gender and sexual orientation in the financial planning profession. FPA strives to increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession.