ONE CONNECTION™ to the Financial Planning Profession

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.

In The News

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.

Upcoming Events

Tuesday, May 9 Northeast Florida FPA Presents Estate Planning: Current Develoments and Hot Topics. Joint event with EPC of Northeast Florida

Wednesday, May 31 Northeast Florida FPA Presents Practice Management Roundtable The Death of Client Referrals @ Gainesville

Thursday, June 22 Northeast Florida FPA Presents Practice Management Roundtable @ Jax Beach

Thursday, August 17 Northeast Florida FPA Presents Quarterly Education Meeting and Roundtable

Thursday, September 14 Northeast Florida FPA Presents Practice Management Roundtable @ Jax Beach

Thursday, October 12 Northeast Florida FPA Presents 2017 Symposium

Search for all upcoming and past event details in our Event Calendar

Member Resources

FPACONNECT with Colleagues Online

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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.

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