FPA or CFP or Industry Events

Upcoming events

    • Thursday, January 17, 2019
    • Thursday, December 19, 2019
    • 12 sessions
    • Conference Call: Zoom: https://Zoom.us/j/106770713

    FPA Chapter Leader Training Calls

    Please mark your calendar for the third Thursday of each month at 1 pm ET (noon CT; 11 am MT; 10 am PT) for a monthly Chapter Leader Meeting via Zoom. Use the link https://zoom.us/j/106770713 or dial into one of the phone numbers below:

    • 646-876-9923; passcode 106 770 713
    • 669-900-6833; passcode 106 770 713
    • 408- 740-3766; passcode 106 770 713

    note:  time is set for 1 pm EST - so when Daylight savings times is active, this call time will be 10 am AZ time.

    • Friday, May 24, 2019
    • 8:00 AM - 9:30 AM
    • Scottsdale Resort at McCormick Ranch: 7700 E McCormick Pkwy Scottsdale AZ 85258

    1. Scottsdale Resort at McCormick Ranch 
    2. 8:00-9:30 a.m. - the first 20-30 minutes will be a networking reception.  
    3. Registration is now available on our website

    The purpose of the event is to give local CFP® professionals and other CFP Board stakeholders the opportunity to learn about the latest developments at CFP Board and engage in dialogue with CFP Board’s leadership.  We host these events several times a year in different cities around the country and work closely with local FPA chapters to get venue recommendations and invite FPA members to attend.  Also, immediately after the main event, from 9:45 to 10:15 we would like to have a private meeting with your chapter’s board to hear what’s on your mind and share a few CFP Board resources.    


Past events

Thursday, November 15, 2018 FPA Media Training fall 2018
Tuesday, November 06, 2018 CFP(R) Exam Fall 2018 Testing Window
Friday, November 02, 2018 FPA Chapter Leadership Conference
Wednesday, October 03, 2018 FPA National Conference
Thursday, August 16, 2018 FPA Media Training
Wednesday, May 16, 2018 NAPFA Spring Conference
Monday, April 23, 2018 FPA Retreat
Thursday, January 18, 2018 FPA Chapter Leader Training Call
Thursday, July 27, 2017 Your Input Needed: Proposed Changes to CFP Board's Standards of Professional Conduct
Monday, July 17, 2017 Comments Welcome! FPA Member Survey
Friday, July 14, 2017 CFP Board's Business Update Webinar
Wednesday, June 21, 2017 National Advocacy Day with FPA
Thursday, May 18, 2017 All-Member Virtual Update
Tuesday, May 09, 2017 FPA Award Nominations Now Open Through June 1st
Tuesday, November 15, 2016 CFP Exam Dates: Nov
Wednesday, September 14, 2016 BE Baltimore 2016: FPA Annual Conference
Tuesday, July 26, 2016 CFP Exam Dates: July
Thursday, July 21, 2016 Financial Planning Coalition Webinar: The DOL Fiduciary Rule: What Are the Practical Implications?
Tuesday, May 17, 2016 NAPFA Spring Conference
Monday, May 16, 2016 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Planned Giving Conference
Wednesday, May 11, 2016 FPA of Southern Arizona: May Breakfast Meeting
Monday, April 25, 2016 FPA National Retreat at the Wigwam
Friday, April 08, 2016 Benedictine University CFP Class Begins
Wednesday, April 06, 2016 FPA Webinar April 6
Friday, March 18, 2016 Advance Registration Deadline: FPA National Retreat at the Wigwam
Tuesday, March 15, 2016 CFP Exam Dates
Wednesday, January 27, 2016 FPA National Webinar Jan 27
Thursday, January 21, 2016 FPA Webinar Jan 21
Thursday, January 21, 2016 CFA Society Meeting
Wednesday, January 13, 2016 FPA of Southern Arizona: January Breakfast Meeting
Tuesday, January 12, 2016 FPA Webinar Jan 12
Monday, December 07, 2015 Monday Night Football Cocktail Party
Sunday, December 06, 2015 IMN Global Indexing & ETF's Summitt
Friday, November 20, 2015 FPA Chapter Leadership Conference
Friday, November 13, 2015 Tax & Legal Seminar
Wednesday, September 30, 2015 FPA Retreat Discount for 2016 Retreat: Discount Deadline September 30, 2015
Saturday, September 26, 2015 FPA BE in Boston
Tuesday, July 07, 2015 Early Bird Registration for BE in Boston ends
Wednesday, July 01, 2015 FPA national board of directors nomination deadline
Monday, April 20, 2015 FPA Retreat 2015

The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix. 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.