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.

Inside ETFs 2019

FPA members in Florida can enjoy attending Inside ETFs Conference with 30% VIP Discount. Connect with 2,300+ senior ETFs decision makers at The Diplomat Beach Resort in Hollywood, Florida February 10 - 13.

Didn't see your FPA of Florida email on how to access the discount, send message now.



WI$E MONEY Week 2017
 

Upcoming Events

Thursday, January 24 Northeast Florida FPA Presents PMRT @ Jax Beach: Tax Planning Strategies from a Planners Perspective

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


Kitces: Will the CFP designation become a requirement?

Historically, the competency standards to become a financial advisor have been very low. This low barrier for entry has meant that even licensed insurance salespeople who technically can’t be paid for dispensing advice can call themselves advisors. Read More

Tax planning ideas to rescue clients after natural disasters

Following a year that included wild fires and multiple hurricanes, financial advisors can provide a valuable service to clients who found themselves in harm’s way. Among the many tax law changes is a temporary modification of the personal casualty loss rules, and while the deduction may be unavailable in most cases, the window is not completely closed on this tax benefit in an otherwise difficult time. Read More

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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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