Message Image  

Community Home

Announcements

  • Welcome. This online community is a space for faculty members to engage with peers to share and receive relevant information that will help you engage your students as they work toward a career in financial planning. Please feel free to post information or ask questions in this community.

  • ​​​​​​​​Apply now for the 2015 FPA Diversity Scholarship!​

    The FPA Diversity Committee developed a merit-based scholarship program to sponsor Diversity Scholarship award recipients to attend a FPA national conference, collaborate with the FPA community, and promote inclusivity and creativity within the financial planning profession.
    ​The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession.
    The scholarship is available for FPABE 15 right here in Boston!

Latest Shared Files

Community Blogs

  • There are plenty of stories about the challenges of moving on from a business when it’s time to leave, but there are also more positive stories about proven paths for successful business exits. One such example is that of Arbor Investments LLC in Michigan...

  • Unfortunately, when it comes to fraud, there is a perfect storm targeting senior citizens. Many of the scammers who target this population are extremely crafty and have compelling stories and displays to make it look as if their operation is legitimate....

  • To all, The CFP work experience accepts two years of being an apprentice under a certified financial planner as acceptable work experience. Can anyone offer any guidance or reccomdations on how I would be able to apply for or get involved in such...

  • The Supreme Court’s recent decision has already had a big impact around the country, and it certainly influences the legal rights of same-sex couples with regard to taxes and spousal benefits. There are several different ways that this influences current...

  • For many years, company owners have used LLCs and limited partnerships to pass on businesses to their heirs. Passing on these business interests might also be accompanied with a transfer of marketable securities wherein the partnership keeps control...

One moment, processing...