We want to see you at the largest gathering of CERTIFIED FINANCIAL PLANNER™ professionals and thought leaders in the financial planning profession. FPA Annual Conference provides opportunities specifically designed for you—the next generation of planners—to help you gain knowledge, awareness and begin your career. No matter where you are in your financial planning career or studies, attending FPA Annual Conference 2019 will be well worth your while. Full time students can register now for just $249.
In conjunction with its partners, FPA will provide registration scholarships for FPA Annual Conference to students. Recipients will receive one (1) complimentary conference student registration that includes access to all scheduled conference events, meals and receptions; opportunities to connect with fellow students; time to meet and discuss the profession with prospective employers; and chances to gain valuable resources to help with professional development. Apply by July 26, 2019, to take advantage of this opportunity!
Attend education sessions and events designed specifically for students. These personal and professional development opportunities will supplement your traditional undergraduate coursework and help prepare you for life after graduation.
- Power Networking Reception
Enjoy food and drinks with your peers and engage in deep conversation with visionaries and leaders from within the profession on topics of immediate interest you.
- CFP Board Experience Requirement Hours
FPA has partnered with CFP Board to provide student attendees with 10 hours toward their Experience Requirement leading to certification.
- FPA NexGen
Find your place at FPA with FPA NexGen! Visit the NexGen Gathering space in the exhibit hall for coffee and conversation in a comfortable and casual setting. Be inspired by the NexGen Mini Talks, featuring speakers who offer an inside view on what is potentially transforming our profession in radical ways, disrupting every planner and/or client alike, and what we can do about it. You might even be lucky enough to snag a limited-edition t-shirt!
- In-Person Interviews
Several firms will be offering one-on-one interviewing opportunities while in Minneapolis. Early sign-up is not necessary, and times and locations will be made available on-site.
- Conference Mentoring
Student attendees can participate in our Conference Mentor program! As a mentee, you will be paired with an experienced FPA member leading up to the Annual Conference. Your conference mentor will answer questions, offer guidance, share lessons learned about the profession, provide tips on how to get the most out of FPA and the conference, and—most importantly—be a friendly face to connect with in Minneapolis.
”"I have had the opportunity to attend two FPA Annual Conferences, network with professionals and garner a handful of mentors. This past annual conference in Chicago was particularly special. I competed alongside two of my teammates in the Financial Planning Challenge—and we won! On top of that, I received an offer from Vanguard at a networking reception! I can honestly say that FPA has been immensely helpful in jumpstarting my career.”Jacob GurockFinancial Advisor, Vanguard
Financial Planning Challenge
This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board. In this challenge, teams compete to advance through three phases:
- Written Financial Planning Case Study (May 24, 2019 Deadline)
- Financial Planning Case Study Presentation (October 16, 2019)
- “How Do You Know?” Challenge (October 16–18, 2019)
In the first phase of the competition, all student teams will be given profiles for two hypothetical clients and must prepare a comprehensive financial plan.
After the first phase is judged and awarded, the top eight teams will advance to the next phases of the competition, held at FPA Annual Conference in Minneapolis.
At the FPA Annual Conference, the top eight teams present their case studies to a panel of judges and participate in the “How Do You Know?” Challenge. The top three teams will be awarded a monetary scholarship for their school and other prizes.
The 2019 competition timeline and materials are now available online. Be sure to submit your registration and case submission by May 24, 2019.
Check back soon for more details!
Check back soon for more details!
FPA is excited to offer conference mentoring at the 2019 FPA Annual Conference in Minneapolis! The Conference Mentor Program is designed to connect student attendees with experienced attendees who will provide guidance and support for the next generation while at the FPA Annual Conference.
This program is a great opportunity to give back and requires very little time commitment. Mentors and mentees will be introduced via email prior to the conference, leaving the amount of interaction prior to, during and after the conference up to you and your mentee.
Don’t miss this opportunity to give back to the future planners of the profession. SIGN UP by September 20, 2019.