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FPA™ of Northeast Florida promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.
Advisers may get new tools to combat elder financial abuse Help — and a shield against liability — may be on the way for advisers plagued with the dilemma of whether or not to report suspected elder abuse to authorities at the risk of breaching clients' privacy. Read more.
Six Steps for Taking Care of the Caregiver Help your clients plan to meet loved ones' needs without neglecting their own. Read More.
Thursday, October 20 Northeast Florida FPA Presents 2016 Annual Symposium presented by Wellesley Investment Advisors Thursday, November 17 Northeast Florida FPA Presents Practice Management Roundtable Thursday, December 15 Northeast Florida FPA Presents 2017 Forecast Event
Search for all upcoming and past event details in our Event Calendar
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Pro Bono Efforts
Volunteers for FPA of Northeast Florida exemplify the heart of financial planning. See the opportunities available.
Career Development
Start, grow, or transition your financial planning business with our Chapter Job Board and with the help of FPA.