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.
FPA’s Knowledge Circles are communities designed to allow members to connect on a deeper level. Whether you’re seeking more in-depth knowledge in a specific area of financial planning, focusing on specific client groups, or serving as a planner from a diverse background, FPA’s Knowledge Circles facilitate community and peer-to-peer learning. Each Knowledge Circle is led by volunteer hosts who are passionate experts in their area and wonderful resources for our members.
Join us onsite at the FPA Annual Conference to connect with your community through sessions and receptions, where you can meet like-minded members. Knowledge Circles gathering at FPA Annual Conference include:
- Business Success
- Investment Planning
- Public Policy and Regulation
- Tax and Estate Planning
- Women and Finance
Want to learn more? Check us out on FPA Connect (member login required to gain access).
Join us in Minneapolis as we introduce our international attendees to the city. International registrants will have the option to participate in a day of pre-conference tours, which will include local financial institutions and visitor sites.
FPA is proud to work with our international partner, FPSB, to ensure that internationally relevant content is available to our global attendees. International attendees will have the opportunity to connect with FPA volunteer leaders through the International Knowledge Circle, a peer-to-peer-based learning and community member benefit. FPA’s International Knowledge Circle hosts will be facilitating a conversation with interested attendees, as well as supporting our international members throughout the conference.
We will also be hosting a pre-conference reception for international attendees on October 15.
Have a question about international registration or want to request group attendance? Email [email protected].
Are you new to the financial planning profession or attending the FPA Annual Conference for the first time? Or are you a well-seasoned conference pro willing to show a new attendee the ropes? At the FPA Annual Conference, we pair students and new professionals with experienced planners and conference-goers for informal conversation, guidance and support.
Mentors and mentees will be introduced via email prior to the conference to set a time and place to meet (we suggest the Exhibit Hall Grand Opening!). During the conference, you’ll participate in informal conversation, share lessons learned about the profession, tips on how to get the most out of FPA and the conference, and, most importantly, be a friendly face to connect with.
SIGN UP to be a mentor or mentee by September 20, 2019.
New Planner Breakfast & Conference Orientation
Don’t miss the chance to meet your fellow young professionals over coffee and breakfast before the first General Session. Hear from leaders in your community, learn how to maximize the conference for your personal gain, and discover how you can give back to the profession after the conference.
Find your place at FPA with FPA NexGen! Visit the NexGen Gathering space in the exhibit hall for conversations in a comfortable and casual setting.
NexGen Mini Talks
We are excited to announce the return of FPA Mini Talks at FPA’s 2019 Annual Conference. Three current FPA members will be selected to deliver a TED-style presentation for 10 minutes, plus five minutes of Q&A, within this year’s theme of “Raising the Bar for the Future of Our Profession.” Your presentation should be explosive and forward-focused in nature, and appeal to a broad CFP® audience of all generations. Submissions Due July 22, 2019.
NexGen Town Hall
Attend the NexGen Town Hall, where the vision and goals for 2020 will be announced.
Power Networking Reception
Enjoy food and drinks with your peers and engage in deep conversation with visionaries and leaders from within the profession. Whether you want tips on how to land a great job, move up in your firm, build out a practice or inspire change, this is a great opportunity for students, new planners and career changers.
Our academic research presentations, co-sponsored by the Journal of Financial Planning and the Academy of Financial Services (AFS), provide an outlet for researchers to present their unpublished research findings.
A blind peer review process chose nine pieces of unpublished research that will be presented in 15-minute time slots on Wednesday, October 16. These sessions are typically standing-room only and are helpful for planners and academics 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
After the presentations on October 16, judges will award two $500 prizes for the best research presentations.
The best-research winners at the 2018 FPA Annual Conference in Chicago were Ray Sin, Ph.D., on how to overcome investor’s blind spots with behavioral nudges; and Sarah Asebedo, Ph.D., on how to plan for conflict in client relationships. Both papers were subsequently published in the Journal of Financial Planning within the past year.
Diversity comes in many forms, all of which contribute to an individual’s unique experience of the world. As a profession, financial planners need to be as diverse as the clients our members serve.
FPA supports diversity and inclusion and seeks to create and support an environment where all members of the community are represented and feel welcome. As such, we have several activities and session focused on D&I, supporting our diverse attendees throughout the conference. They include:
- Annual Conference Diversity Scholarship (Applications due August 23)
- Knowledge Circles for diverse audiences (Women, Latino, PridePlanner, International)
- Sessions focused on diversity and inclusion
- Diversity throughout FPA’s speakers and volunteers
- Zero-tolerance policy for inappropriate behavior targeted towards attendees
To learn more or get involved, send us an email.