Asian-American/Pacific Islanders Knowledge Circle
A community for Asian-Ameriacn/Pacific Islander financial planners and allies.
The Asian-American/Pacific Islanders (AAPI) Knowledge Circle is a dedicated community within FPA that brings together financial planners of AAPI heritage and allies. This space fosters connection, education, and support among professionals committed to serving the unique financial planning needs of AAPI individuals and families.
Why It Matters
AAPI communities encompass a diverse range of cultures, languages, and experiences, each with distinct financial challenges and considerations. By participating in the AAPI Knowledge Circle, financial planners can deepen their understanding of these unique needs, stay informed about relevant cultural and economic factors, and collaborate with peers to develop inclusive and effective planning strategies. This community empowers professionals to provide empathetic and informed guidance, ensuring that all clients receive the support they deserve.
Key Focus Areas
Culturally Competent Financial Planning
Explore strategies for creating financial plans that respect and address the diverse cultural backgrounds and experiences of AAPI clients.
Understanding Community-Specific Challenges
Stay informed about the unique financial challenges faced by various AAPI communities, including language barriers, immigration status, and intergenerational financial dynamics.
Community Engagement and Support
Connect with fellow planners to share resources, discuss best practices, and collaborate on initiatives that promote financial well-being within AAPI communities.
Get Connected
Join your peers in the Asian-American/Pacific Islander Knowledge Circle and take part in discussions, knowledge sharing, and professional growth. Open to all FPA Members.
Looking for more ways to connect? Explore all of FPA’s Knowledge Circles and find the communities that resonate with you.
Upcoming Live Asian-American/Pacific Islanders Knowledge Circles
On-Demand Asian-American/Pacific Islanders Knowledge Circle
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Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.
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- Non-member - $29
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Guest speakers Jason Co, Lily Hope and Keith Kim will be having a fireside chat discussinig their strategies and experiences on working with AAPI clients.
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In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.
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The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025
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In this Knowledge Circle gues speaker Richard Chen will share compliance hot topics and trends he is seeing with SEC examinations, and discuss any challenges faced while preparing the FormADV.
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One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?
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Jason Co is a first generation Chinese American, who is fluent in Mandarin and Cantonese, and is applying his multilingual skills, life experience as an immigrant and financial expertise to help Asian American millennials reach their financial goals.
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This session will cover Elliott Chang's experience within the impact space and how Ethic, a passive asset manager, addresses the world's most significant issues today through its approach to sustainable investing.
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In this time- Rita will share how she joined the financial profession and her FPA leadership journey.
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In this session, we will provide an update on various issues that the SEC and other regulators are focusing on when it comes to investment advisory/financial planning firms.
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- Non-member - $29
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