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Sep 2015


7535 E. Hampden Ave. Suite 600 Denver , Colorado 80231


Lucy Solomon
Tel: (800) 322-4237

Event Manager



Please See Event Exhibitors Section


Please See Event Exhibitors Section


Boston Convention & Exhibition Center 415 Summer St Boston , Massachusetts 02210
Tel: (617) 954-2000
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FPA BE 2015 - Financial Planning Association (Previously FPA Experience)


Event Overview:

FPA’s Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share ideas. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practice for immediate implementation. We challenge you to…

BE Successful
Learn how to operate your business more efficiently regardless of your career stage.

Consult Top Coaches: Enhance your business! We will be increasing our Business Consulting Lounge to feature even more industry coaches to provide immediate advice to enhance different key functions in your practice.
Learn from General Session Speakers: Keynote speakers are being hand-picked with practice management success in mind. CBS News Analyst, Jill Schlesinger, CFP®, will again act as keynote host to tie presentations back to the financial planning industry.

BE Knowledgeable  
Exploration of the latest trends and technique from the best and the brightest minds in the profession.

Your Input is Appreciated!: As with last year, we’re crowdsourcing many of this year’s sessions to enable you to provide feedback on sessions, speakers and content you want to see at the conference.
Financial Planning Challenge: FPA, Ameriprise Financial and CFP Board will again host the 2015 Financial Planning Challenge. This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board that recognizes school teams for demonstrating the CFP Board Financial Plan Development Course requirements.  The top three winning teams will be awarded a monetary scholarship for their school.

BE Connected
Share knowledge and insights to become more effective, efficient and prosperous.

Visit the Exhibit Hall: Table-top exhibits will again be featured in our bustling Exhibit Hall providing you with more opportunity to learn about solutions from big companies,and individual practice management product and service providers with big ideas.

Whatever your professional goals may be, we promise to stretch the boundaries of possibility. BE there!

About FPA:

​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in FPA’s One Connection™ for professional education, business success, advocacy and community at the national and chapter levels. FPA is truly an indispensable force in the advancement of today’s CFP® professionals.

Attendee Snapshot Attendees: 2,000+ financial planning professionals. Experience: Over 50 percent of attendees have 15 years of experience or more in the financial services industry. Role: 59 percent of attendees are in a decision-maker role. Clientele: 90 percent of attending RIAs work with high-net worth clients. AUM: Over 60 percent of attending RIAs have AUM of $100MM or greater. Attending RIAs represent over $55 billion in total AUM.
Sponsorship Details:
FPA\'s annual conference (FPA BE) is the perfect opportunity to interact with the single largest concentration of financial planning professionals. Sponsorship opportunities will be available shortly, and we\'re currently accepting booths for next year. Sign-up today, booths spaces are filling up fast!


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