Celebrate Tuesday... Because Every day is a Celebration

Join us for “Celebrate Tuesday”, May 8th from 5:30 to 7:00 pm at a social gathering with your FPA colleagues at Total Wine in Orlando.

Take some time out of your busy schedule to relax and socialize with your fellow FPA of Central Florida members, allied professionals, and prospective members.

The focus for “Celebrate Tuesday” is to meet and greet our local members, prospective members, students, allied professionals, and to share ideas and happenings!  The evening promises to be full fun and is complete with a complimentary sampling of “Because Every Day is a Celebration”.

 

Registration required, attendance is FREE!

Location:

Total Wine, Orlando
2712 East Colonial Drive
Orlando, FL  32803
407.894.6553

Register by clicking here

 


 

What’s your Wine Style?

Join us for “Wine Down Wednesday”, May 23rd from 5:30 to 7:00 pm at a social gathering and wine tasting with your FPA colleagues at Total Wine in Viera, Florida.

 

End your day and plan to relax, socialize and network with your fellow FPA of Central Florida members, allied professionals, prospective members and other professionals that champion the financial planning process.

 

The focus for “Wine Down Wednesday” is to meet and greet our coastal members, prospective members and to share ideas and happenings!  The evening promises to be full of fun and is complete with a complimentary sampling of “What’s your Wine Style?”.

 

Registration required, attendance is FREE!

 

Location:
Total Wine, Viera
2302 Harnett Drive, Melbourne, FL  32940
321.637.9844

Register by clicking here

 


Dialogue with the Fed 

Presented by:  Christopher Oakley, Vice President,
Federal Reserve Bank, Atlanta

Join Mr. Christopher Oakely, Vice President and regional executive of the Federal Reserve Bank of Atlanta, for an interactive

“Dialogue with the Fed” on Thursday, September 13, 2018 at the Country Club of Orlando.

Click here for more information

 

 


Welcome!

The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness.

Member Benefits

Member Advantage Program. FPA Partners help you grow!

Advocacy

Be the voice of your profession and join other FPA members in advocacy efforts at the state and national level!

Member Directory

Connect with CFP® professionals and Allied Professionals in the local area and beyond. FPA Connect has what you’ve been looking for. You will be directed to FPA national and sign in is required.

Become a CFP®

Learn more about University of Central Florida's Certified Financial Planner Certificate program

Latest News

Trends in Investing

 

 

 

 

 

 

 

 

About the 2017 Trends in Investing Survey

The 2017 Trends in Investing Survey, conducted by the Financial Planning Association® (FPA®), the Journal of Financial Planning, and sponsored by Longboard Asset Management, was fielded in late March and early April 2017 and received 302 online financial adviser responses.

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Is Your Data Safe?

The issue of cybersec urity for financial advisers and their firms is as complex as it is critical to the future of the industry.

Despite the fact that 8 in 10 advisers identify cybersecurity as a high priority, only 29 percent of advisers completely agree they're fully prepared to manage and mitigate the associated risks. This significant disconnect only serves to demonstrate that advisers lack a clear understanding of the risks, as well as the ability to identify a common path forward to neutralize this critical issue.

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Cybersecurity: Client Perception and Communication

The first in a series of three whitepapers designed to help advisers apply the research to their respective practices. This whitepaper, specifically, covers five key areas of cybersecurity as it relates to clients, including client awareness, perceived concern, adviser role in educating clients, the communication process, and the opportunity to be proactive with clients.

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