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Who we are…

We are a passionate community of professionals committed to furthering the financial planning profession. Our mission at FPA Activate is to help you further your career and become an exceptional planner. Whether you are a student, new to the profession, a career changer or are curious about financial planning, you’ve found the right place. The FPA is the professional organization for CFP® professionals and is committed to providing tools for your success, whatever career stage you are in.

#thelatest from FPA Activate & #YAFPNW

So You Didn’t Pass the CFP® Exam… Now What?

Today’s article was submitted by Bryan Ruiz. Bryan is a planner in residence at Kahler Financial Group and active member of the Financial Planning Association! After failing and passing the CFP® exam, he shares his reflections on his struggle, his process, and lessons learned.

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CONGRATULATIONS on passing the CFP® Exam! (July 2018)

Did you pass the CFP® Exam this July? If so… it’s time to celebrate! You’ve truly proven yourself the last few months. You’ve studied for hundreds of hours, made sacrifices in order to take more practice tests, and battled the stress that comes with preparation for this once in a lifetime exam – and you’ve come out on the other side, successful!

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Growing Together: Voices of Gathering 2018

This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and how we can together, as a larger financial planning movement, grow together.

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Becoming a Marketing Advocate for Financial Planners

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients, and advocating for young planners who are ready to make a name for themselves.

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Denver, CO 80231

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