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Jul 19

Fox Valley Free CE Afternoon

Our First Free CE event in the Fox Valley

Sep 6

New Member Breakfast

Learn more about what your new FPA membership has to offer!

Sep 18
Oct 10

Collaborative Learning Event

Selling the Business Outside the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

Oct 29

2018 Financial Planning Symposium

Register now for the Financial Planning Symposium.

REGISTER NOW

Nov 28

New Member Breakfast

Learn more about what your new FPA membership has to offer!

Welcome to the FPA of Wisconsin Chapter

Thank You to Our 2018 Partners
Please support our Partners whenever you can. They provide invaluable support to FPA of Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning and can assist you in your success! They are:

Gold Partners
Artisan Partners
ATA RiskStation
Fairway Independent Mortgage Corp
Thrivent Mutual Funds
 
Silver Partners
American Funds
Charles Schwab & Co.
CTaccess, Inc.
Franklin Templeton Investments
Goldman Sachs
Madison Investment Advisors
Prairie Financial Group
R&R Insurance Services
Sit Mutual Funds
Vesta Senior Network
XY Planning Network
 
Bronze Partners
Fiduciary Partners, Inc
IKOR
Vanguard
von Briesen & Roper, S.C.


FPA-WI Partnership Program 2018

The Financial Planning Association of Wisconsin is accepting Partners for 2018. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter Partners.  Partners help to lead FPA's message of building the community of financial planning profession, with their commitment to the association, its mission and its members. The chapter's Partner program involves four different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2018 FPA-WI Partner Program.  For more info contact us at info@fpawi.org.  

Scholarships Available
The FPA-WI Scholarship Program provides financial assistance to students pursuing the Certified Financial PlannerTM certification. Click here for current details and application. 

Financial Planning Process 
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER® certificant as the professional most qualified to guide you through this process.  

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional.  The FPA is a BIG TENT and we want you under it!

Current Members
Get Involved!
Your chapter needs YOU to be an active part of our efforts to promote financial planning and ensure professional excellence. We have a variety of dynamic committees in which you can expand your network and hone your skills.  We're a growing and vital organization and always in need of ideas and energy from those who want to contribute to their profession.  Check out our Committee Descriptions and then volunteer! 

Looking for quality professional continuing education?  We've got it!  Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard.  Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!

 

 

2018 GOLD Partners

Vision Statement

The primary source for financial planning services in Wisconsin are the ethical, educated and competent members of the Financial Planning Association of Wisconsin.

Mission Statement

The Financial Planning Association of Wisconsin exists to promote the financial planning process and advance the financial planning profession.