New Member ReceptionNew Member Reception

Career Development Programs

MN FPA Meeting Schedule

  • Join the MN FPA for its monthly meeting held on the 3rd Tuesday of each month. It is a great opportunity to network and to gain continuing education credits for those who are CFP® practioners.
  • In the spring and fall of each year a New Member Reception is held. This is a great way to meet other planners and the leadership of the MN FPA chapter.
  • Calender of Events: http://fpamn.org/members/calendar.html for more information.

MN FPA Practice Development Workshops

  • Join ........
  • Workshops are available to FPA members and their associates free of charge. There is a $20 fee for non-members.
  • For more information about our workshops, call Jeremy Oliver at 651-286-0101.

MN FPA Symposium

FPA "Financial Essentials" (Bridge the Gap)

  • Annual program held in conjunction with Minnesota's FPA Symposium.
  • There will be special break-out sessions for students and new planners.
  • Designed for the planner with less than two (2) years financial planning experience.
  • This program is designed to give new planners an opportunity to learn solid, practical information about the business from experienced, successful financial planning professionals.
  • Bridge the Gap: http://www.fpaannualconvention.org/program/btg.cfm for more information.

FPA Residency Program

  • An intensive, weeklong program providing insight and training in the financial planning process and in client communication skills.
  • Ideal for new CFP certificants and financial planning students eligible to sit for the CFP® certification examination.
  • Program approved by the CFP Board for 30 hours of Credits and is worth three (3) months of financial planning work experience.
  • Residency Program: http://www.fpanet.org/member/meetings/conferences/Residency/index.cfm for more information.


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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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