FPA Member Benefits

Put the Power of Our Association to Work for You

Since 2000, the knowledge and support that FPA provides has helped shape the futures of countless members. FPA has inspired our members to take that next step and find a path forward so they can realize their full potential. 

We accomplish this by providing four key benefits to our members:

INSPIRATION
Timely ideas, unique perspectives, and forward-looking points-of-view that have value.
AMPLIFICATION
A unified voice that represents our shared values, vision, and collective interests on the stages and forums that matter most to raise awareness and bring the benefits of financial planning to more people.
GROWTH
Knowledge, guidance, and mentorship that helps members—and the profession as a whole—continually advance and improve so we can meet the changing needs of our clients and better serve them.
BELONGING
A receptive, participatory community where you feel heard, supported, and involved.

 

View All FPA Member Benefits
Become an FPA of Puget Sound Member

FPA of Puget Sound Chapter

FPA of Puget Sound promotes the value of financial planning. We provide educational and networking opportunities for financial planning professionals in the Puget Sound region.

Chapter benefits include:

  • Connect and engage with local peers online through the FPA Member Center
  • Receive the monthly NewsFlash, our online publication for financial planning professionals, that provides many resources and links to member benefits
  • Post open job positions on the FPA of Puget Sound Job Board at no charge
  • Attend local Educational and Networking Events (opportunities for CFP® CE credits)
    • FPA of Puget Sound Annual Symposium: The Symposium is a full day of multi-track educational opportunities held at the Washington State Convention Center in the Spring. FPA typically has more than ten speakers, all recognized in their fields. It is a must-attend event for financial professionals.
    • Chapter Meetings: FPA holds educational meetings in the Spring and the Fall with relevant speakers on current topics of interest.
    • Ethics Meeting: This is one of our most popular events as it helps certified financial planners earn mandatory CFP® ethics CE credits.
    • Local NexGen Events:
      • FPA hosts several local networking happy hours.
      • FPA also likes to mix it up and have casual networking activities e.g. Seattle Mariners games
  • Community Outreach and Pro-Bono Planning Opportunities
    • Cents Program: This is an opportunity to help families dealing with a serious cancer diagnosis.
    • Financial Planning for Veterans:  FPA helps match Pro Bono Planners with Military Veterans to deliver free “no strings attached” financial planning information and education.
    • Seattle Times Make Over Opportunities