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About

The one event you won’t want to miss this year!

About FPA Annual Conference 2024

At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds, exchange ideas, and discover the latest strategies that will supercharge your success. It's an experience like no other, and it's tailor-made for YOU.

The conference brings together financial planners, thought leaders, service providers, and allied professionals. And, as the largest annual gathering of CFP® professionals, you'll be surrounded by the very best in the business—all under one roof.

Don't miss out on this extraordinary opportunity—we can't wait to see you there!

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THE LOCATION

Columbus, Ohio

Where vibrant city life meets natural beauty! Explore a thriving cultural scene, diverse neighborhoods, and a rich history. Whether you're strolling along the Scioto Mile, savoring delicious cuisine in the Short North Arts District, or cheering for the Buckeyes, there's something for everyone in the heart of the Buckeye State. Experience Columbus today!

CONNECTION

Have you ever had such an amazing conversation with a financial planning peer and thought to yourself, “This person gets it! They understand me and what I experience every day in my work?” Well, take that conversation and multiply it a thousand times over and that’s what you will experience at FPA Annual Conference 2024.

The power of human connection is real. Being seen, heard, and understood is critical and the FPA Annual Conference is the ultimate ‘charging station’ for powering the incredible human connection you’re looking for.

For me FPA Annual Conference is all about getting to know more people from around the country who are equally as passionate about our profession. I’m excited to meet other people who love the profession and love planning just like I do.

Headshot of Joshua DeForest, CFP.
Joshua DeForest, CFP®, CFA
Mercer Global Advisors, Inc and President of FPA of Puget Sound

LEARNING

With so many conferences and events catering to financial services professionals, it’s hard to know which one to attend. Heck, you may have even flipped a coin to decide between which events to attend. Well, if you’re a financial planner, or aspire to be one, there is only one conference to attend this year if you are specifically looking to beef-up your financial planning competencies.

FPA Annual Conference 2024 is specifically focused on helping you be the best financial planner you can be. That’s because the robust agenda is completely focused on the learning needs of today’s financial planner that makes them more skilled and knowledgeable so they can best serve the needs of their clients.

In case you’re curious, there’s a ton of CFP® CE credits available as well.

The FPA Annual Conference is so important this year is because after multiple years of Zoom fatigue, we are ready for access to a community of like-minded individuals that believe in planning. People that know this is one of the most important and fundamental ways in which we can serve our clients and their wealth is understanding the complex and ever-changing financial industry.

Headshot of Christine Opp, CFP®
Christine Opp, CFP®
Freestone Capital Management

FPA Annual Conference is about providing professionalism back to our communities. It’s incredibly important to push things forward and make sure we have a new standard in terms of how we’re recovering from this pandemic environment.

Headshot of Brian Burgess, CFP®.
Brian Burgess, CFP®
Brighton Jones

COMMUNITY

You may be a financial planner, but you are much more than that. You are part of a larger community of practitioners who are looking to elevate and expand the profession, have an impact on society, and help shape future generations of financial planners. Does that get you jazzed? If so, we have the community you want. At FPA Annual Conference 2024, the profession and how we can collectively leave our mark on it and society always takes centerstage. 

Have Questions?
Resources Are Available