The Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association are very excited to present the first FPA All-Ohio Symposium. This joint symposium will be hosted at the Hyatt Regency Columbus located in downtown Columbus, Ohio. The event, which will also be offered virtually, will feature an ethics session and welcome reception on November 9, 2022 and a full day of quality programming (up to 6 hours of CE!) with national speakers on November 10, 2022.

Contribute to the body of financial planning knowledge by submitting your research for consideration in the Journal of Financial Planning. Peer-reviewed research helps advance the profession by providing practical guidance on planning topics for the industry. Past research has examined planners’ biggest questions, like changes to sustainable withdrawal rates, how to apply positive psychology to financial planning, and how to keep clients focused on their goals. Click here to find out how you can get involved! 

FPA Externship exclusive financial planning software partner eMoney provides scalable solutions that meet a broad range of planning needs, so planners always have the right tool for any situation. FPA members can save 10% while

bringing client conversations to life with interactive and collaborative planning experiences that promote engagement and foster stronger relationships. Learn more about this special FPA offer. 

FPA members can access the FPA Marketplace - your single source of savings on the products and services you need as a financial planning professional, including marketing, fintech, education, compliance, insurance, and more. But your savings don’t stop there because the FPA Marketplace also gives you access to BenefitHub, which offers you potentially thousands of dollars in savings from a wide range of top companies like Verizon, Costco, Geico, Avis, Hertz, Disney, AMC, Gap, and many more. In fact, the savings you can access through the FPA Marketplace more than covers the cost of membership! Save now!

Our membership offers numerous savings on essentials for CFP® professionals!

We are so grateful to the over 200 members that make up our local community! Our members are dedicated to elevating each other, and the financial planning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow.