For 28 years the leading financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and to network with the best and the brightest in the profession!

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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

Lisa

Manning

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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