Welcome to the FPA of Wisconsin Chapter!
YOUR PARTNER IN PLANNING™

As a CERTIFIED FINANCIAL PLANNERΤΜ or Financial Services professional, FPA-WI is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking 

  • P - Practice Support - FPA-WI empowers your business and career with the expert insights and essential tools they need.

  • L - Learning - FPA-WI provides you with relevant and accessible educational content.

  • A - Advocacy - FPA-WI helps members be an advocate for financial planning.

  • N - Networking - FPA-WI provides you unmatched networking with a vibrant community of planners.

Click here to view our Upcoming Events!

FPA-WI Partnership Program 2026

 The Financial Planning Association of Wisconsin is accepting Partners for 2026. 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 2026 FPA-WI Partner Program.  For more info contact us at [email protected].  

Symposium & Sponsorship Opportunities

In addition, symposium and sponsorship opportunities are also available if you would prefer not to be an annual partner. Learn more - click here!

The Financial Planning Association of Wisconsin extends its heartfelt gratitude to all our 2025 Partners. Your dedication and support strengthen FPA’s mission of fostering a vibrant financial planning community and advancing the profession. We deeply value your commitment to our association, its purpose, and its members.

 

Thank You to Our 2026 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!

GOLD PARTNERS
SILVER PARTNERS
Capital Group/American Funds
CPS Horizon
Fidelity Investments 
Nationwide Advisory Solutions
Natixis Investment Managers
Vesta Senior Network
Vizance
BRONZE PARTNERS
MLG Capital 
von Briesen & Roper, s.c.

FPA-WI Scholarship Program

The FPA-WI Scholarship Program provides financial assistance to Individuals pursuing the Certified Financial Planner™ certification through reimbursement of a CFP® review program. 

The Financial Planning Association of Wisconsin Scholarship Program provides financial assistance to Individuals pursuing the Certified Financial Planner™ certification. To qualify for this Scholarship, you must be a current Wisconsin resident: show proof of purchase of the CFP® review program: not have been previously awarded this Scholarship; and not be eligible for CFP® Exam reimbursement by your employer.

This $825 Scholarship will be awarded once in 2026, at the 2026 Financial Planning Symposium which will be held at The Osthoff Resort & Spa in Elkhart Lake on September 29th - September 30th. 
 
Click here for current details and application.  Next deadline to submit the application is August 3, 2026.

Please share this information if you know of someone who qualifies. Questions? Contact Tyler McConville at 608-347-3721 or [email protected].

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