Organizations
In a rapidly changing industry, a number of organizations provide access to current trends in financial advice, product solutions, continuing education, and advocacy for advisors.
The Financial Planning Association (FPA) - ) aims to deliver programs and benefits: helping advisors realize their vision of success with practice support, learning, advocacy, and networking. The relevant and accessible learning programs build planning competencies through conferences and the award-winning, peer-reviewed Journal of Financial Planning. The efforts to create awareness of financial planning among lawmakers, consumers, and the media positions members as an authority in financial services.
Investments & Wealth Institute - is the industry-leading professional association, advanced education provider, and standards body for forward-looking financial advisors, investment consultants, and wealth managers who embrace excellence and ethics in all their interactions. As an association created for advisors, by advisors, Investments & Wealth Institute opens the doors of opportunity for an inclusive community of advanced practitioners.
The Financial Services Institute (FSI) ) has a clear mission to ensure that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firm. Creating a healthier environment for those who provide affordable, unbiased advice to hard-working Main Street Americans is the goal of FSI.
The Society of Advice is business mindset coaching created just for advisors. There is no support quite like this in the financial advice industry. Through webinars, workshops and retreats, The Society of Advice supports elite advisors in building remarkable firms. The workshops leave advisors ready to confidently lead clients through the financial planning process.
The Financial Planning Association of Wisconsin (FPA-WI) is a chapter of the FPA that represents the interests of members throughout Wisconsin by promoting the financial planning process and advancing the financial planning profession with the highest ethical standards. FPA-WI serves its members, professional peers, and local community members by providing high quality education opportunities and a variety of community outreach programs.