The Consortium is proud to partner with the Financial Planning Association® (FPA®). FPA is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

FPA is launching a new program in 2018. The FPA Coaches Corner connects its members with business coaches in the financial services space who are eager to share their thought leadership with financial planners of all backgrounds and business models. The inaugural launch of the FPA Coaches Corner will include coaches from the following areas of focus:

  • General Marketing
  • Content/Digital Marketing
  • Team Development
  • Cybersecurity
  • Compliance

As the inaugural compliance COACH for 2018 and 2019, The Consortium provided FPA members with an initial, one‐on‐one, 30-minute coaching session free of charge. FPA members interested in continuing discussions can sign up for The Consortium’s Coaching Service which is available to FPA members only.

Additional Providers: