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  • Financial Literacy Workshops Held by FPA Chapters and Members Saw a 212{9f99fe44fce1aa3c813d0a0ce4da2fbea8a5a58e9d85c4a2927dd8140cb676b5} Increase in Consumer Attendance in 2022
    Financial Education

    Financial Literacy Workshops Held by FPA Chapters and Members Saw a 212{9f99fe44fce1aa3c813d0a0ce4da2fbea8a5a58e9d85c4a2927dd8140cb676b5} Increase in Consumer Attendance in 2022

    March 29, 2023 /

    The FPA group continues its function to offer lifetime-changing money information and education. DENVER, March 28, 2023 /PRNewswire/ — The Monetary Arranging Association® (FPA) is happy to announce that the range of buyers attending economical literacy workshops held by FPA chapters and associates in 2022 greater by an outstanding 212{9f99fe44fce1aa3c813d0a0ce4da2fbea8a5a58e9d85c4a2927dd8140cb676b5} from the former 12 months. This is a considerable accomplishment for the Association’s chapters and users that are focused to advertising and marketing financial literacy and training in communities throughout the place. The money literacy workshops held by FPA chapters and users present customers the possibility to learn about financial arranging, budgeting, investing, retirement scheduling, and other crucial economic topics.…

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    Reynaldo Jackson Comments Off on Financial Literacy Workshops Held by FPA Chapters and Members Saw a 212{9f99fe44fce1aa3c813d0a0ce4da2fbea8a5a58e9d85c4a2927dd8140cb676b5} Increase in Consumer Attendance in 2022

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  • New president of FPA makes ‘title protection’ for financial planners a top priority
    Financial Planning

    New president of FPA makes ‘title protection’ for financial planners a top priority

    February 11, 2023 /

    When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting one of the founding fathers of the planning industry. James Lee, who became president of the FPA’s board of directors in January, is particularly drawn to wealth management guru Dick Wagner’s prediction that financial planning would become “the most important authentic profession of the 21st century.” Wagner, a lawyer-turned-advisor who died in 2017, used those words in his 2016 book “Financial Planning 3.0,” which argues that financial planners deserve the same sort of professional standing now accorded to lawyers, doctors, certified…

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    Reynaldo Jackson Comments Off on New president of FPA makes ‘title protection’ for financial planners a top priority

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