Member Resources

FPA PlannerSearch® 
FPA is dedicated to helping you energize and grow your business. When they're looking for you, will you be found? This unique online tool is designed to help consumers in your area find you. The enhanced profile is now FREE for those who qualify. Learn more!

Member Discount Program Guide Available (May 2016) 
Are you taking full advantage of all the benefits of your FPA membership?
Download your Member Discount Program Guide today.

2016 Trends in Practice Management: Defining and Communicating Your Value 
One of the obvious challenges associated with defining and communicating your value is doing so in a way that sets you apart from other advisers. This issue is the the focus of the latest research from the FPA Research and Practice Institute™. Learn more.

Can Cloud Computing Really Help Your Business?
For some businesses, moving to the cloud can actually lower their IT costs by 20-30%, greatly improve the ability for remote workers to connect and work, simplify their entire IT infrastructure and genuinely solve a number of technology problems that they’ve been trying to work around for years. But cloud computing is NOT a good fit for every company; and if you don’t get all the facts or fully understand the pros and cons, you can end up making some VERY poor and expensive decisions that you’ll deeply regret later. So which are you? By the end of this report you’ll know, or at least have a much better understanding. Learn more.

FPA and LinkedIn Release Study: Financial Professionals and the Future of Thought Leadership and Social Media 
This report aims to help financial advisers of all business models understand how their peers are engaging in social media and thought leadership, the connection between business growth and these communication tactics, and what advisers are planning to do moving forward. With 67 percent of high growth firms saying they added new clients directly as a result of social media activity, there is much to learn on how all advisers can realize that same level of growth.
Learn more.

2016 Trends in Practice Management: Understanding the & Driving Client Value
How do advisers today view their businesses, future and challenges? What is the scope and scale of advisory businesses today? What are the key issues that advisers are addressing? These and other issues are the focus of the latest research from the FPA Research and Practice Institute™. Learn more.

FPA Launches Allied Professional Directory
FPA has launched a new member benefit — the FPA Allied Professional Directory. The Directory, which is accessible on FPA Connect, lists all current FPA Allied Professional members who support the financial planning process. It’s a resource you can use in your practice to connect to FPA Allied Professional members whose professions include accountant, attorney,
business coach, insurance professional, family wealth counselor, enrolled agent, mortgage specialist, actuary and much more! We hope you’ll find this new member benefit of added value in supporting your success. Learn more.

FPA Health Insurance Marketplace

The FPA Health Insurance Marketplace is offered through FPA's partner, Connected Benefits. Members and their families may access solutions for individual coverage in all 50 states. Our platform provides comprehensive solutions including health, vision and dental insurance from A-rated carriers. You can choose the plan that best fits your needs.
Learn more!

FPA Professional Development Center is now open and available!

Honing your skills as a knowledgeable, competent financial planners is paramount today in a world where the profession is evolving rapidly. To help, FPA has recently launched the Professional Development Center at that makes it possible for you to learn in your way. The center integrates everything related to learning and professional development at FPA. Start Learning Your Way

Member Resources - FPA of Northeast Florida