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.

Letter from the President

The recent volatility in the markets has reinforced the tremendous value that financial planners bring to our clients. Our ability to help clients achieve their goals is one of the things that differentiates us from other financial services providers. Read more



In The News

Offering Robo Advice? Prepare for FINRA Scrutiny
Regulator’s surveillance director says watchdog would review broker-dealers who implement automated advice, to determine if they properly assessed client risk tolerance. Read more.

OMB has received Labor's Fiduciary Rule
The Office of Management and Budget received the Labor Department's fiduciary rule for review. Read more.


Upcoming Events

Event Calendar Thursday, February 18 Northeast Florida FPA Presents T3 Conference Highlights and Recap

Thursday, March 17 Northeast Florida FPA Presents Benefits and Risks of Cloud for Financial Services

Thursday, April 21 Northeast Florida FPA Presents Quarterly Education Meeting - Investments/Portfolios

Thursday, May 19 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, June 16 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, August 18 Northeast Florida FPA Presents Quarterly Education Meeting

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






Member Resources

FPACONNECT with Colleagues Online



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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 our Chapter Job Board and with the help of FPA.

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