May 22

CFP Board - Town Hall Meeting

Join CFP Board's Leadership for a Town Hall Meeting

Jun 20

NexGen Coffee Gathering

Join fellow NexGen planners for a casual gathering to network and share ideas.

Jul 17

Free CE Day

Mark your calendars now - more details will be available this spring.

Jul 18

Fox Valley Free CE Afternoon

Our Second Free CE event in the Fox Valley

Sep 5

September New Member Breakfast

Learn more about what your new FPA membership has to offer!

Sep 17

September Member Meeting

Mark your calendars now - more details will be available this summer.

Sep 24

Collaborative Learning Event


Oct 28

2019 Financial Planning Symposium Save the Date

Mark your calendars now - more details will be available this spring.

Nov 20

November New Member Breakfast

Learn more about what your new FPA membership has to offer!

Welcome to the FPA of Wisconsin Chapter

Thank You to Our 2019 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! They are:

Gold Partners
First Trust Advisors
Sit Mutual Funds
Thrivent Mutual Funds
Silver Partners
Artisan Partners
ATA RiskStation
Capital Group | Amerian Funds
Charles Schwab & Co.
Goldman Sachs & Co.
Prairie Trust
R&R Insurance Services
Vanguard Financial Advisor Services
Vesta Senior Network
Bronze Partners
Fiduciary Partners, Inc
von Briesen & Roper, S.C.

FPA-WI Partnership Program 2019

The Financial Planning Association of Wisconsin is accepting Partners for 2019. 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 2019 FPA-WI Partner Program.  For more info contact us at [email protected].  

Scholarships Available
The FPA-WI Scholarship Program provides financial assistance to students pursuing the Certified Financial PlannerTM certification. Click here for current details and application. 

Financial Planning Process 
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER® certificant as the professional most qualified to guide you through this process.  

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional.  The FPA is a BIG TENT and we want you under it!

Current Members
Get Involved!
Your chapter needs YOU to be an active part of our efforts to promote financial planning and ensure professional excellence. We have a variety of dynamic committees in which you can expand your network and hone your skills.  We're a growing and vital organization and always in need of ideas and energy from those who want to contribute to their profession.  Check out our Committee Descriptions and then volunteer! 

Looking for quality professional continuing education?  We've got it!  Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard.  Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!



2019 GOLD Partners

Vision Statement

The primary source for financial planning services in Wisconsin are the ethical, educated and competent members of the Financial Planning Association of Wisconsin.

Mission Statement

The Financial Planning Association of Wisconsin exists to promote the financial planning process and advance the financial planning profession.