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FPA MentorMatch Chapter Program

Do you need guidance and support to advance in your career? Or, would you like to give back to the profession? Look to FPA MentorMatch! As an FPA member, you can take advantage of this program to receive best practices

Two Preconferences Added to the FPA Annual Conference

Diversity will take center stage at the FPA Annual Conference with the addition of special preconference events in partnership with PridePlanners and the Association of African American Financial Advisors (Quad-A). The events will allow attendees to engage in dialogue, before

FPA Annual Conference Registration is Now Open

Register now to attend the advanced technical conference for CFP® professionals – FPA’s Annual Conference – BE Boston 2015 that will be held on September 26-28 to gain new practice management knowledge, skills and resources. The schedule is jam-packed with

Montgomery Scholarships Available for CFP® exam-taking Students

Attention UMD and Mankato College Students – are you preparing to take the CFP® exam? Two $1,000 Montgomery Scholarships are available to students that are admitted to a program administered by an accredited university or college registered with the CFP®

Attend FPA Residency with the help of a scholarship from FPA of MN!

Join experienced CFP® practitioner mentors and other soon-to-be or new CFP® practitioners at the FPA Residency October 2-7 at the Inverness Hotel and Conference Center in Denver. This highly acclaimed case-study centered program will build experience and establish relationships with

FPA 2015 Residency Program

The highly acclaimed Financial Plan​ning Residency Program builds experience in real financial planning scenarios and establishes mentor relationships with preeminent thought leaders in the profession for new certified financial planners or soon-to-be CFP® professionals.​ Additionally, participants are eligible for 28

Recap: Career Day 2015

The FPA Career Development Committee hosted its 9th Annual Career Day on Friday, February 27 at The Doubletree – Minneapolis. As in years past, we had an engaged audience comprising of over 30 students and career changers. Attendees participated in

Apply now for the 2015 FPA Diversity Scholarship!​

DIVERSITY SCHOLARSHIP for FPA RETREAT The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes: Raising awareness of the profession

FPA of MN Visit to University of MN-Duluth

On Thursday, February 5, FPA’s Career Development Committee took a road trip to University of Minnesota’s Duluth campus, home of the first CFP® board-approved Financial Planning Major program in the state. Mike Branham, CFP(r), FPA Advocacy Committee Chair, Sara Kantor,

FPA of MN Members Speak @ Finance Club of Minnesota State University, Mankato

On Wednesday, January 21st four members from the FPA of MN spoke to the Finance club of Minnesota State University, Mankato. Mike Branham, past FPA National President, and Derek Grant, Megan Olson and Nick Thunker represented the Career Development Committee


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