Policies
FPA Annual Conference 2023 registration cancellation and refund requests must be made in writing to info@onefpa.org by Friday, September 1. A refund of all fees, less a $100 administrative fee, will be given for cancellations received by this date. Refunds will be returned to the original payer and in the original method of payment.
Please note that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than Coming Soon. After this date, no refund considerations will be made.
A transfer of your full registration to another individual is permitted prior to the conference start date by submitting a written request to info@onefpa.org.
Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Registration costs and other fees from this event cannot be transferred to another program, event or membership dues. Badge sharing, splitting and reprints are strictly prohibited.
Examples of Relevant and Supporting Documentation for Cancelation Include, but are not limited to:
Medical Issue
A signed letter from physician/medical provider stating the date(s) of the onset and duration of the condition and how the condition impaired your ability to attend the conference. Please do NOT send medical records or bills.
Military Duty
Deployment Orders/PCS Orders/TDY Orders; Memo from Commanding Officer to address issues not covered by military orders. Generally, we require memos from O-5’s and above.
- We expect participants to follow the FPA Conference Anti-Harassment policy at all event venues and event-related social activities.
- If a participant engages in harassing behavior, FPA retains the right to take any actions to keep the event a welcoming environment for all participants.
- Reporting
- If someone makes you or anyone else feel unsafe, unwelcome and/or engages in inappropriate behavior, please report it as soon as possible to an FPA staff member. Our staff will ensure that you are safe and cannot be overhead when sharing the circumstance.
- You may also choose to report the circumstance anonymously by filling out an Anonymous Report here. The Anonymous Report does not require using your name or contact information.
The Financial Planning Association® (FPA®) is dedicated to providing a harassment-free conference. We value each attendee's participation and strive to deliver an enjoyable and fulfilling experience for all, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion. We do not tolerate harassment of conference participants in any form and all communication throughout the conference should be appropriate for a professional audience. Conference participants violating these rules may be sanctioned or expelled from the conference [without a refund] at the discretion of the conference organizers.
Enforcement
FPA reserves the right to record and take digital captures of sessions in progress, events and attendee activities at conferences and/or events to be used in future marketing collateral. With your registration, you are giving permission to the Financial Planning Association to use your name, likeness, image, voice, interview and performance to appear in photographs and videos that may be published by FPA in video, hard copy publications, on a website, digitally and/or by other means. The copyright will be held by the Financial Planning Association. This copyright includes any and all rights – but not the obligation – to include the work in present and in any future publications of FPA, in any format, or media, currently existing or not yet invented.
- Personally identifiable information of yours collected from you when becoming an FPA member and/or by accessing any of the FPA websites;
- How the information is used;
- With whom the information may be shared;
- What choices are available to you regarding collection, use and distribution of the information;
- The kind of security procedures that are in place to protect the loss, misuse or alteration of information under FPA control; and
- How you can correct any inaccuracies in the information
The Financial Planning Association® ("FPA®" or "we") is a 501(c)(6) non-profit organization. We are committed to your privacy and disclose our practices in connection with the collection and use of personally identifiable information. Accordingly, as an FPA member or other visitor to our website ("you"), this policy provides the following:
FPA does not disclose any nonpublic personal information about our members or users to third parties except as described here or as otherwise required by law. If you feel that FPA is not abiding by its posted privacy policy, you should first contact FPA at 800.322.4237, option 2 or e-mail Member Services.
The FPA online privacy policy and disclaimers apply only to information collected through our website(s) and not to information collected offline.
Disclaimers:
FPA Disclosure Statement
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FINANCIAL PLANNING ASSOCIATION, Journal of Financial Planning and PlannerSearch®. The marks may not be used without written permission from the Financial Planning Association.
Information Collection and Use
FPA is the sole owner of the information collected on its websites and from membership applications. We will not sell, share, or rent this information to others in ways different from what is disclosed in this statement. FPA also collects information from our users at several different points on our websites and through other means, such as meeting registration forms.
Information Sharing
FPA member lists may be sold on a restricted basis to vendors who market products and services to you. The only information provided to vendors is your business contact information and limited demographic data (or your home address if you list it as your primary contact). Other personally identifiable information such as your credit card information used for paying for products or for membership, your email address and home contact information are not shared with any third-party vendor. The exception is that email addresses may be shared with FPA chapters and sponsored products and services. Please consult with your local chapter to determine how email addresses are handled. To manage your communication preferences, login to your FPA profile at OneFPA.org, call FPA at 800.322.4237, or e-mail Member Services to opt out of email sharing from sponsored products and services, select Offers That May Be of Interest to Me in your FPA profile.
At times, we may share business telephone numbers with third-party companies for the purpose of surveying our members or soliciting participation for membership, conferences and other FPA sponsored events. These third-parties are prohibited by contract from sharing this information with anyone else or using this information for any other purpose other than assisting FPA in developing better products and services for its members.
We will share composite demographic information with our partners and advertisers.
We use an outside shipping company to ship orders, and a credit card processing company to bill users for goods and services. FPA prohibits these companies in its contractual agreements from retaining, sharing, storing or using personally identifiable information for any secondary purposes.
We may partner with another party to provide specific services. When the user signs up for these services, we will share names, or other contact information that is necessary for the third-party to provide these services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services.
Email addresses collected for FPA publications, including newsletters, will not be shared with any third-party organization at any time or reason. The email addresses collected are strictly for distribution of this newsletter or affiliated FPA informational updates.
Links
The FPA websites contain links to other sites. Please be aware that we are not responsible for the privacy practices of other such sites. We encourage our users to be aware when they leave our site to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by the FPA websites.
Do we use cookies?
FPA uses Cookies. Cookies are small files that a site or its service provider transfers to your computer's hard drive or other device through your web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information.
We use cookies to help us remember and process the items in your shopping cart; understand and save your preferences for future visits; keep track of advertisements; and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business. No personally identifiable information is stored on computers between visits to the FPA websites. This is to ensure both your security and that of our websites. To access the professional members-only section of OneFPA.org/MyFPA, the member's browser must be set to accept cookies.
Log information
When you visit FPA websites via a browser, application or other client, our servers automatically record certain access information. These server logs may include information such as your web request, your interaction with a service, Internet Protocol address, browser type, browser language, the date and time of your request and one or more cookies that may uniquely identify your browser or your account.
Third Party Applications
FPA may make available third-party applications, such as products and services offered through the FPA Member Advantage Program, through its website. The information collected by FPA when you enable a third-party application is processed under this Privacy Policy. Information collected by the third-party application provider is governed by their privacy policies.
Security
FPA websites take every reasonable precaution to protect our users' information. When users submit sensitive information via the websites, your information is protected both online and offline to the best of FPA's ability. When our registration/order form asks users to enter sensitive information (such as credit card number), that information is encrypted and is protected by one of the leading encryption software systems in the industry - Secure Sockets Layer ("SSL"). While on a secure page, such as our order form, the lock icon on the bottom of web browsers such as Firefox and Microsoft Internet Explorer becomes locked, as opposed to unlocked or open, when you are just surfing. Verisign is the company that provides encryption for FPA websites. If you have any questions about the security of our websites, please email the FPA Webmaster.
Site & Service Updates
We also send FPA members site and service announcement updates. Members are not able to unsubscribe from service announcements, which contain important information about the service. We communicate with the user to provide requested services in connection with issues relating to their account via email or phone.
Choice/Opt-out
FPA members are given the opportunity to 'opt-out' from having their information used for purposes not directly related to our websites, at the point where we ask for the information. For example, our membership and order forms have 'opt-out' mechanisms so users who buy a product from us, but don't want to receive marketing material from FPA, can keep their email address off of the marketing lists. Users who no longer wish to receive our electronic communications may opt out of receiving these communications by clicking the "Opt-out" or "Unsubscribe" options at the bottom of the email, logging in to your FPA profile at OneFPA.org, calling FPA at 800.322.4237, or e-mailing Member Services
Copyright Information for the Journal of Financial Planning Website
The Journal of Financial Planning website is owned and operated by the Financial Planning Association (FPA) and contains material that is derived in whole or part from material supplied by the Journal of Financial Planning. All materials posted on this site are subject to international copyright and trademark laws.
You may not modify, copy, reproduce, republish, upload, post, transmit or distribute any material from this site including code, text and software, in any form or by any means, electronic or mechanical, including photocopying, recording, and storage in an information retrieval system, nor may you modify or create derivative works based on the text of any file, or any part thereof without prior written permission from FPA.
Contact Information on FPA PlannerSearch® Website and the FPA Speaker Directory
If you participate in the FPA PlannerSearch® referral program or choose to be listed in the FPA Speaker Directory, information that you have posted on the site, such as your e-mail address and other contact information, may be "scraped," or copied, from our website by third parties who may use this information to market products or services to you. Please be aware that FPA has no way of controlling information posted on a publicly accessible website and that you are solely responsible for any information posted in connection with FPA PlannerSearch® and/or the FPA Speaker Directory.
Correction/Updating Personal Information
If a member's personally identifiable information changes (such as your address), or if a person drops membership, we will endeavor to provide a way to correct, update or remove that member's personal data provided to us. This can usually be done by contacting the Member Services Department at 800.322.4237, option 2 or emailing Member Services. Additionally members are able to edit their profile through the Edit Profile web functionality located within OneFPA.org on your MyFPA member profile. In addition to editing your profile, you can set your communication preferences.
Member Information
In order to be a member of FPA, you must complete an application form and, once a year thereafter, update your contact information on a renewal form. FPA reserves the right to share data that we collect from members with FPA chapters and for other restricted purposes. During membership application or renewal, we request your business and home contact information (such as name, address, telephone number and e-mail address).
FPA collects your business contact information for several reasons: 1) it is generally the preferred contact address by members receiving membership information from FPA, both electronic or regular mail; 2) we share this information with a local FPA chapter or chapters for the purpose of providing you information about local member benefits, services and educational programs; 3) we use it for membership surveys to better serve you in the future; 4) we may provide temporary and restricted access to independent academic or market researchers on the financial planning profession; and 5) for restricted direct marketing purposes by third-party vendors.
With the exception of information shared with FPA chapters, all other third parties with whom business contact information is shared are prohibited from releasing the information to anyone else or from using it for purposes other than those outlined within this policy. Email addresses are shared with third party organizations that provide continuing education credits if you apply for such credits in connection with one of our educational offerings. FPA chapters are strongly encouraged to adopt a privacy policy similar to the FPA policy. We encourage you to contact your local chapter to determine how your information is used.
FPA collects your home contact information for two reasons: first, to expand FPA grassroots database solely for legislative advocacy by matching your residential ZIP code (and you, as a voter) to the districts represented by members of Congress and state legislators; and second, to contact you if mail to your business address is returned to FPA.
None of your home information is shared with any outside third-party vendor except with respect to technical services necessary to maintain or audit the FPA database. These outside vendors are prohibited from sharing your home contact information with anyone else, unless you have provided your home address as your primary contact information. If you have given us only your home contact information on your membership application or renewal, then you must contact us if you do not wish to share it with third-party vendors for marketing purposes or update your communication preferences in your MyFPA member profile available by logging in at OneFPA.org Please contact FPA at 800.322.4237, option 2, or e-mail Member Services if you do not wish to share your information with third-party vendors.
FPA Internet Mail
As part of its membership benefits and services, FPA may electronically mail news of professional interest to you, including information on FPA products and services, via the Internet. If you do not wish to receive any information from us over the Internet, there are several ways to opt-out. You may opt-out when you fill out your membership application, on your renewal statement, by contacting FPA at 800.322.4237, option 2, or e-mailing Member Services. To edit your communication preferences, login to your FPA profile at OneFPA.org, call FPA at 800.322.4237, or e-mail Member Services
FPA Conference and Product Orders
FPA requests information from individuals who attend our conferences, purchase our products or use our services. The contact information (such as name and shipping address) and financial information (such as credit card number and expiration date) obtained is used for billing purposes and to fill orders when applicable or to contact an individual when necessary to complete an order.
The individual registration processes for FPA Conferences and complimentary or sponsored webinars provide specific details related to the sharing of registrant information.
To manage your communication preferences, login to your FPA profile at OneFPA.org, call FPA at 800.322.4237, or e-mail Member Services
Special Offers
Established members will occasionally receive information on products, services, special deals and newsletters exclusively from FPA. As mentioned earlier, we do not share e-mail addresses of members with third-parties outside of what is outlined in this privacy policy. Out of respect for the privacy of our users, we present the option to not receive these types of communications. Please see our Choice/Opt-out policy above.
Surveys & Contests
Periodically, FPA may request information from users who participate in our surveys and contests, either via our websites, e-mail, or other media. Participation in these contests is completely voluntary and the user therefore has a choice whether or not to disclose this information. Information requested may include contact information (such as name and shipping address) and demographic information (such as ZIP code or age). Contact information will be used to notify any winners of prizes. FPA may also post surveys on its websites that collect information from the respondent. Individual responses are kept anonymous and confidential unless you opt within the survey to release such information to FPA for the purpose of follow-up conversations, editorial interviews, or other opportunities. Information is distributed in aggregate form.
PAC
Contributions to FPA-PAC are strictly voluntary. You may decide not to contribute to FPA-PAC without fear of reprisal or disadvantage, and you will not be favored or disfavored as a result of your decision regarding such a contribution. Contributions are not deductible for federal income tax purposes. Contributions made by corporations are prohibited. Only U.S. citizens and persons admitted to the U.S. for permanent residence may contribute to FPA-PAC. Federal law requires political action committees to report the name, home mailing address, occupation, and name of employer for each individual whose contributions aggregate in excess of $200 in a calendar year.
Children's Online Privacy Protection Act Compliance
We are in compliance with the requirements of COPPA (Children's Online Privacy Protection Act). We do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.
Notification of Changes
If we decide to change our privacy policy, we will post changes on this page, and/or update the Privacy Policy modification date below. This is in an effort to inform our members and other users of what information we collect, how we use it, and under which circumstances, if any, we disclose it. If at any point we decide to use personally identifiable information in a manner different from that stated at the time it was collected, we will notify members. Members will have a choice as to whether or not we use their information in this different manner. We will use information in accordance with the privacy policy under which the information was collected.
Your Consent
By using our site(s), you consent to our web site privacy policy.
This policy was last modified on May 13, 2016