Baltimore , MD 21201 Location map
Baltimore Convention Center
FPA BE 2016 - Financial Planning Association (Previously FPA Experience)
Join the largest gathering of thought leaders in financial planning at the FPA Annual Conference - BE Baltimore September 14-16, 2016. You will LEARN about the latest industry trends to develop best business practices to prosper. NETWORK with like-minded professionals who hold the same interests from around the world. And, meet with onsite business coaches to gain personal, professional advice to help your practice SUCCEED.
The FPA Annual Conference is the largest gathering of CFP® professionals and thought leaders 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. The conference challenges you to…
Explore the latest trends from the best and the brightest minds in the profession.
Journal of Financial Planning Track: The Journal of Financial Planning will again feature academic presentations so new, they’re not yet published to the public.
Daily Specialty Tracks: Daily tracks return and will feature Succession Planning, Estate Planning, Elder Care Planning, Suddenly Single (Divorce, Widow), NexGen, Niche Planning and Education Planning.
Financial Planning Challenge: FPA, Ameriprise Financial and CFP Board will again host the 2016 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 are awarded a monetary scholarship for their school.
Share knowledge and insights to become more effective, efficient and prosperous.
Visit the Exhibit Hall: Our bustling Exhibit Hall provided attendees with more opportunities to learn about solutions from big companies and individual practice management product and service providers.
Learn how to operate your business more efficiently regardless of career stage.
Consult Top Coaches: Enhance your business! The Business Consulting Lounge features top industry coaches to provide one-on-one advice to enhance practice management functions.
Learn from General Session Speakers: Keynote speakers are hand-picked with practice management success in mind.
The Financial Planning Association (FPA) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP) professionals, educators, financial services providers and students who will seek advancement in a growing, dynamic profession.
Not sure if you want to exhibit at or attend the FPA BE 2016 - Financial Planning Association (Previously FPA Experience)? See the panels below to get the information you need to make an informed decision.
FPA - Financial Planning Association
7535 E. Hampden Ave.
Denver, CO 80231
Please See Event Exhibitors Section
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.
Financial Planning Association (FPA)
Exhibitor Information +