Vision Statement

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

Mission Statement

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

Welcome to the FPA of Southern Wisconsin Chapter

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

2015 Financial Planning Symposium
Register NOW for the 2015 Financial Planning Symposium -- "Opportunities for Excellence" on October 12 & 13, 2015!

Symposium Chairs Richard Mikula and Shannon Nook have assembled a great committee of financial planning professionals who are busy at work planning an event that will include valuable networking, high quality continuing education, Partners and Sponsors who offer services and resources to help you grow and improve your practice, and some fun along the way.

We will begin with a meaningful Ethics course on Monday evening, including an abundant hors d' oeuvres buffet and cash bar. Back by popular demand, Dan Candura will present a 3 CE Ethics program that is both thought provoking and fun.

On Tuesday morning, we will start the day with a keynote presentation by the always thought-provoking and entertaining Michael Kitces.  Our lunch keynote speaker is Greg Valliere, Chief Political Strategist at Potomac Research.

Breakouts will address many of the important matters affecting you and your clients. Check out the annual Symposium under the Events tab for more details.

As in the past, attendees who visit our Partners and Sponsors will have the chance to win great door prizes.

Join us!.

Thanks to Our 2015 Partners
Please support our Partners whenever you can. They provide invaluable support to FPA of Southern Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning can assist you in your success! They are:

Ameriprise Financial Services, Inc.
CareRight, Inc.
Charles Schwab Advisory Services
Fairway Mortgage

Fiduciary Partners, Inc.  
Jefferson National
Mairs & Power Funds
Morningstar, Inc.
Peoples Home Equity, Inc.
Prairie Financial Group
Sit Mutual Funds


 

FPA-SW Partnership Program 2015
The Financial Planning Association of Southern Wisconsin is still accepting Partners. We will now allow Partners to join at any time and receive 12 months of benefits, no matter when they join. Existine Partners will always renew in December. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter partners.  The chapter's partner program involves three different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2015 FPA-SW Partner Benefits at a Glance  and from the accompanying Partership Agreement.   Take a look and help your chapter to create more good partnership relationships!  For more info contact us at info@fpasw.org.  

Scholarships Available
The FPA-SW 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.  Need more?  Check out our great collection of financial links!  For timely, useful information on topics including taxes, insurance, retirement, business planning, mortgages, investments and more, be sure to look through our collection of financial planning articles. Each month, we provide you with a wide variety of compelling articles on relevant, timely, financial planning topics.  May's articles cover the importance of an annual financial checkup, financial education for minorities, and small business succession planning.  See how they can help you! 

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Southern 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 fill one of a variety of leadership and volunteer positions, including three board positions.  We're a growing and vital organization and always in need of help from those who want to contribute to their profession.  Check out our current needs 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!

 

 

Thanks to our Partners