Home Page
Welcome to FPA South Florida!
Welcome to FPA of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process. FPA of South Florida is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our longstanding support of this highly respected designation. At FPA of South Florida, we help connect all in our membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.
Membership
LEARN MORE ABOUT FPA MEMBERSHIP!
We are dedicated to elevating the financial planning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow. Join Today
Leadership
program
FPA VIRTUAL EXTERNSHIP
Whether you are a college student looking for the perfect career or a financial planner looking to level up your career, the FPA Virtual Externship is your chance to dig in deep and see financial planning in action — in a whole new way. To learn more about this program click here
FPA Residency Program
This highly acclaimed, experiential-learning program is designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors, program participants—or residents—spend their days role-playing and working through real-life financial planning scenarios. With the end goal of building the confidence and skills needed to create meaningful relationships with clients, residents gain a deep understanding of how to “do” financial planning, and more importantly, what it means to “be” a financial planner for their clients. Participants can earn 28 CFP® continuing education credits or three months of experience toward CFP Board's three-year requirement. Learn more Here
UPCOMING EVENTS
Registration is Required for Events
FPA Florida CFP® & IAR Ethics CE - Virtual Seminar
Earn 2 CFP® Ethics CE & 2 IAR Ethics CE during this virtual training with Melissa Kemp!
FPA Pro Bono Financial Planning Training course
FPA Pro Bono Financial Planning Training course with Carl M. Christie, MBA, CFP®, CFS®
FPA Membership 101: Benefits Review
Join us for our virtual “Membership 101 Benefits Review.” Whether you're new or looking for a refresher, this session will walk you through FPA national and local chapter benefits, help you get the most value from your membership, and connect you with fel
FPA & FICPA Fall Kick-off Networking Event: Kapow Noodle Bar | Boca Raton
The FPA of S. Florida is pleased to host a "Fall Kick-off Networking Event." Let's gather for great company, libations, and light bites as we welcome the fall season. One drink ticket included!
