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Looking for information about financial planning?
You’ve come to the right place.
Here, you can learn about the financial
planning process and why the FPA supports the Certified
Financial PlannerTM certificant as the professional most
qualified to guide you through this process.
Need more? Check out
our great collection of financial links!
Got a question? Get
it answered here.
Financial professionals, call 414-358-9260 today to get a user name and password that will
allow you to access the parts of our site reserved for financial
professionals, even those who are not members.
But then, discover how membership
in the FPA and affiliation with the FPA of Southeastern 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, read about the exciting new “Member-Get-A-Member” program with meaningful rewards on both a national and local level, for
helping us to expand our membership roles.
Looking for
quality professional continuing education?
We’ve got it! Our local
education programs and biennial 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!
We’re also working hard to create a sense of community within the
financial advisory professions. You
can become a part of that community right here, by taking part in our Study
Group discussions.
Want to know
what the government and regulators are up to and what FPA is doing about
it? On our Government
Relations page you can find FPA’s Capitol Update, Tax
Update, and a collection of links that will help you keep up with
the governmental issues.
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Financial Planning
Association of Southeastern Wisconsin - 6949
North 100th Street
Milwaukee,
WI 53224 - 414-358-9260 - info@fpa-sewi.org
CFP®, CERTIFIED FINANCIAL
PLANNERTM, and
are certification marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP Board’s initial and ongoing certification requirements.
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