ONE CONNECTION™ to the Financial Planning Profession

FPA™ of Northeast Florida promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

ALERT

2015 Keir Review Scholarship
Keir Educational Resources offers one scholarship per FPA chapter, per exam cycle. The scholarship is for a basic review package plus class (live or virtual), a $970 value for the Certification Exam candidate. We have awarded the March exam scholarships already, but wanted you to know about the scholarships for the July and November exams. Download 2015 Application Now.


In The News

2015 Board of Directors
FPA of Northeast Florida Elects 2015 Officers and Directors....
read more.


5 Twitter Tips for Advisors
What can advisors say with 140 characters? The short answer is a lot more than you think....
read more.


Upcoming Events

Event Calendar Thursday, February 19 Northeast Florida FPA Presents Practice Management Roundtable - Twitter for Financial Planners

Wednesday, March 18 Northeast Florida FPA Presents Practice Mangement Roundtable - Advocacy

Thursday, April 16 Northeast Florida FPA Presents Navigating Compliance Issues

Thursday, May 21 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, August 20 Northeast Florida FPA Presents Chapter Meeting

Thursday, September 17 Northeast Florida FPA Presents 2015 Annual Symposium

Search for all upcoming and past event details in our Event Calendar






Member Resources

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Pro Bono Efforts

Volunteers for FPA of Northeast Florida exemplify the heart of financial planning. See the opportunities available.

Career Development

Start, grow, or transition your financial planning business with the help of FPA.

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