Organization: Financial Planning Association
Mission: Provide membership education, meetings, and annual conference covering informational topics members need to keep current on and use in providing financial services to the public.
Activities: Held 10 educational meetings covering informational topics that members need to keep current on and use in providing financial planning services to the public. Members earn educational credits as required by the CFP Board of Standards, the State of Minnesota, the State of Wisconsin, the Minnesota Board of Continuing Legal Education, the National Association of the State Board of Accountancy, and the Investment Management Consultants Association. Up to two continuing education units per meeting.
Held an annual conference for the financial planning industry and members to learn about financial planning issues and earn educational credits as required by the CFP Board of Standards, the State of Minnesota, the State of Wisconsin, the National Association of State of the state Board of Accountancy, the Investment Management Consultants Association, and Minnesota Board of Continuing Legal Education. Up to 15 continuing education units. In 2019, the annual conference hosted 928 members and 428 guests.
Held special events for consumers, financial planning industry and members to learn about financial planning issues, including focus on educating consumers about financial planning, as well a students and career changers with scholarships provided for their continued education to attain the certified financial planner designation. In 2019, the Organization added two new special events: FPA of MN's Snow Days Golf Par-Tee and FPA of MN NexGen Summit.
NTEE category: Mutual & Membership Benefit
Secondary category: Community Improvement & Capacity Building