Welcome to the FPA of Wisconsin Chapter!

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.

Upcoming Events

May 12

May 2020 Member Meeting

Member meeting in the Fox Valley Area

View Details ▶

Thank You to Our 2020 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

-
-

Silver Partners

American Funds by Capital Group
Artisan Partners
BMO Global Asset Mgt
CPS Horizon
Fidelity Institutional Asset Mgt
Franklin Templeton Investments
Harbor Capital Advisors, LLC
Prairie Trust
R&R Insurance Services
Vanguard
Vesta Senior Network

Bronze Partners

von Briesen & Roper, S.C.

Member Area Login

Are you a member of the Financial Planning Association of Wisconsin, Inc.? Login here for full access. Not a member yet? Click here to join.

FPA-WI Partnership Program 2020

The Financial Planning Association of Wisconsin is accepting Partners for 2020. 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 2020 FPA-WI Partner Program.  For more info contact us at [email protected] or [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!

FPA National Articles

How to Master the First 90 Days of The New Client Journey

Read More ▶

Stop Running and Start Planning for Productivity

Read More ▶

How to Thrive Through a Financial Crisis

Read More ▶

Three Important Business Tips in the Age of the Coronavirus

Read More ▶

Client Communication Tips During Uncertain Times

Read More ▶

Enhancing Your Client Experience for Your Future Business

Read More ▶

Coronavirus: How to Calm Anxious Clients

Read More ▶

3 Steps to Run Your Business Like a Genius

Read More ▶

Building Trust in an Increasingly Skeptical World

Read More ▶

How to Build 3 Types of Trust

Read More ▶