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Students and Career Changers – Apply for the Montgomery Scholarship – Deadline is 12/31

Two $1,000 scholarships will be awarded to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc. We hope the

Calendar Alert! 20 Birthdays and Milestones That Matter Most in Your Financial Life

Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight. Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is

An Investor’s Guide to Transitioning Your Money — and Your Mindset — to Retirement

The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the

November Anniversaries – New Members

25 Years Gery Gries, CFP®, AAMS Steve Lear, ChFC, CLU ​15 Years James Bryan, CFP® 10 Years Scott Augustine, CFP® Mark Gabriel, CFP® J. Daniel Sullivan, CFP® 5 Years Darold Dornbush, CFP® New Members Michelle Buria, RSM Wealth Management Patrick

Meet The New CFP® Director at MSU, Mankato

Minnesota State University, Mankato is excited to announce that Dan Hiebert, CFP® has been appointed the new CFP® Program Director. Dan brings with him more than 20 years experience in the financial services industry as an educator, practitioner, leader and

Another Great Symposium…

SEE PHOTO GALLERY Submitted by Rachel Infante, CFP® – Director, Symposium Committee Symposium 2017 was a huge success!! Again, with over 600 attendees, we have marked ourselves as one of the largest FPA conferences in the nation. This year, we

Take the FPA Policy Survey Today

Ever wonder how your association makes decisions on policy? We don’t do it without asking you first. This is your opportunity to let FPA know what you think about policy issues affecting your profession. Please consider helping out with just

Would you like to give back to those serving in the military?

As a provider in the network of financial professionals working for Zeiders Enterprises, Inc. you can do just that. You can share your knowledge with those who are currently serving in the military in all areas of personal finance. As

Fast track your career! Join the FPA Activate community on Facebook.

The all-new FPA Activate community on Facebook is a page for new financial planning practitioners and those who want to help support the next generation of professionals. This is the go-to community for financial planners who want to fast track

FPA and TD Ameritrade Institutional enter a new strategic relationship to support FPA members

With an eye toward helping financial planners build stronger businesses and better serve the needs of their clients, FPA and TD Ameritrade Institutional have entered a new strategic relationship to distribute thought leadership content to CFP® professional members of FPA.


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