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.

Join us this October in Nashville, Tennessee, to make global connections in the world of financial planning and take advantage of exceptional educational opportunities.

Register for the FPA Annual Conference, Nashville 2017, through the individual registration form. If you have 7+ or more international attendees, please use our bulk registration form.

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.

Sunday, October 1, 2017

6:00 pm – 8:00 pm

International Summit Reception

Wednesday October 4, 2017

12:30 pm – 4:30 pm

Interactive Roundtable International/Cross-Border Case Study
International/Cross-Border Financial Planning participants will join experts and Knowledge Circle Hosts in roundtables as we work to deconstruct and analyze two very different International/Cross-Border case studies. We will offer a live Knowledge Circle webinar to discuss highlights and implementable findings after the event – more details will be provided electronically post-conference.

*Attendees will receive Case Study materials in advance of the exercise.

Participants will also have the opportunity to have an open conversation with other international financial planners about the topics that interest and/or concern them most..

3:00 pm – 3:15 pm

Coffee & Tea Break

3:15 pm – 4:30 pm

International Knowledge Café, Roundtable Discussion
An opportunity for international financial planners to have an open conversation about the topics that interest and/or concern them most. A pre-conference survey will be sent to attendees to crowdsource the top subjects most important to you.

Let’s kick off the FPA 2017 Knowledge Circle Summit preconference in Nashville with an in-depth case study analysis. Attendees will work 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 will be happy to note the 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.

Sunday, October 1, 2017

9:30 am – 10:00 am

Knowledge Circle Summit, Check In
Coffee and tea with small snacks and fruit will be served upon check in.

10:00 am – 12:00 pm

Knowledge Circle Summit, Case Study with lead, Mark Prendergast, CPA, CFP®, CDFA
This year’s Knowledge Circle Summit will kick off with a complex case study exercise. Financial Planning participants will join Knowledge Circle Hosts in roundtables as we deconstruct and analyze the challenge based on different specialties represented, including retirement planning, investment planning, special needs, tax and estate planning.

We will offer a live Webinar to discuss highlights and implementable findings after the event – more details will be provided electronically post-conference.

*Attendees will receive Case Study materials in advance of the exercise.

12:00 pm – 1:00 pm


1:00 pm – 2:30 pm

Supporting & Stregthening the Profession – Let’s Get Tactical
Join us at an interactive symposium designed to approach the future of the financial planning profession from three unique perspectives, Academic, Industry, and Practical Implementation:

Academic Perspective with panelists Jocelyn Wright, CFP®, Laura Mattia, Ph.D., MBA, CFP® and Barbara O’Neill, CFP®, CRPC, CFEd

  • How to create liaisons and grow the personal financial planning degree program with universities
  • How to promote and create recognition of the financial planning profession to students and faculty
  • How can we best support students, faculty, financial planning programs and the onboarding of those new to the profession?
  • Which local programs are available and how effective are they at educating and building awareness?
  • As students prepare to select a university and degree program, how can we increase the number of individuals interested in a financial planning route?

Industry Perspective

  • How to get organizational funding for financial planning programs
  • What can big financial firms do help further promote the profession, and how can we engage these organizations?
  • What can individual financial planners do to advocate for their own value as well as for the value of the profession overall?
  • How do we help individuals transition into the financial planning industry as a second career?
  • How do we address the large number of industry individuals nearing retirement? How do we ensure that we fill those positions with skilled and trained individuals?
  • If you ask a child what they want to be when they grow up, normal answers include, doctor, pilot, dancer or astronaut. How can our industry increase its exposure to the point that children and young adults begin to consider a role in the financial industry?
  • Which companies have programs that are trying to answer these questions, and what are a few successful examples?

2:30 pm – 2:45 pm

Coffee & Tea Break
Coffee and tea with small snacks and fruit will be served.

2:45 pm – 4:00 pm

Practical Implementation Perspective with panelists: Molly Balunek, CFP®, Amanda Ansell, CFP® and Hannah Moore, CFP®

  • What concrete things can I do as a planner to help grow my small business and the financial planning profession?
  • To support the profession, what can I do in my immediate community today? Tomorrow? Next year?
  • How to onboard newly minted CFP® professionals and Personal Financial Planning degree students
  • Where do I find the resources to bring on the new planners for my practice?
  • How best to utilize young planners
  • How to be successful while growing a small business and allay fears/risk of the financial and time investment into new staff

Participants will gather in roundtable groups to work on answering these important questions. Leaders will gather shared resources and practical guidelines for attendees, to ensure discussions are both engaging and actionable.

*Participants are encouraged to bring and share their resources and tools with other attendees.

6:00 pm – 8:00 pm

Reception – Knowledge Circle Summit & International Attendees

8:30 pm – 10:30 pm

Informal International Dinner
*Participants pay as they go.

As a member of the academic community, a variety of activities and opportunities are available at the FPA Annual Conference, Oct. 2-4, 2017 in Nashville.

Attend Research Presentations

The Journal of Financial Planning invites you to attend our research presentations that include nine pieces of unpublished research presented in 15-minute time slots. Attend these sessions 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

The presentations, co-sponsored with the Academy of Financial Services, will feature many topics of financial planning. At past FPA Annual Conferences, these presentations have been well received and well attended. Help bridge the gap between research and practice by attending these sessions and offering your immediate thoughts and feedback.

This year, the contest garnered more than 30 excellent abstracts. The top nine selected to be presented are:

  • “Seeing the RMD in a New Light: The Required Minimum Distribution and its Implications for Retirement Portfolio Design,” by Craig Israelsen, Ph.D.
  • “The Impact of Shared Decision-Making on Overconfidence: The Financial Planning Challenge and Opportunity,” by Dee Warmath, Ph.D.; Dominik Piehlmaier; and Cliff Robb Ph.D.
  • “The Financial Implications of Cohabitation,” by Sonya L. Britt-Lutter, Ph.D., CFP®; Cassandra Dorius, Ph.D.; and Derek R. Lawson, CFP®
  • “Who Fires their Adviser During a Recession?” by Yuanshan Cheng, Ph.D., and Philip Gibson, Ph.D., CFP®
  • “The Value of a Gamma-Efficient Portfolio,” by David Blanchett, Ph.D., CFA, CFP®; Paul Kaplan, Ph.D., CFA
  • “Coordinating a Reverse Mortgage strategy with the Social Security Claiming Decision?” by Jacob Williams, CFP®; John Salter, Ph.D., CFP®, AIFA®
  • “Business Entity Selection: A Human Capital Approach,” by Derek Potter and Stuart Heckman, Ph.D.
  • “Financial Self-Efficacy and the Saving Behavior of Older Pre-Retirees,” by Sarah Asebedo, Ph.D.; and Martin Seay, Ph.D., CFP®
  • “Determinants of the Stated Demand for Longevity Annuities,” by Michael Guillemette, Ph.D., CFP®; Jesse B. Jurgenson; and Deanna L. Sharpe, Ph.D., CFP®

Cash prizes will be announced onsite for the best theoretical and best applied research.

Participate in the Financial Planning Challenge
This three-phrase competition, hosted by FPA, Ameriprise Financial and CFP Board, supports the next generation of financial planners by:

  • Engaging students and academic advisers in the financial planning community
  • Raising awareness of career opportunities
  • Encouraging students to learn and network
  • Engaging students in a holistic financial planning learning experience

Teams compete in three phases:

  1. Written Case Study
  2. Case Study Presentation
  3. “How Do You Know?” Challenge (a game-show style financial planning knowledge contest)

The top 8 teams and their advisors receive:

  • Complimentary one-year FPA membership
  • Complimentary registration to the FPA Annual Conference

Scholarship prizes!

  • 1st place team: $10,000
  • 2nd place team: $5,000
  • 3rd place team: $1,000

FPA is now accepting applications for the FPA Diversity Scholarship to attend FPA Annual Conference in Nashville, being held Oct. 2-4. The scholarship recognizes professionals who are working to encourage diversity in the financial planning profession and the population served. The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the conference.

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.

To apply for the Diversity Scholarship please click here. For the Initiative, click here.

If you have questions regarding this year’s conference, please call Member Services at +1 (303) 759-4900.