FPA Latino Knowledge Circle
A community for connection, cultural insight, and professional growth.
The FPA Latino Knowledge Circle is a vibrant community within FPA dedicated to supporting Latino financial planners and those serving Latino clients. This group encourages connection, cultural insight, and professional growth through shared experiences and resources.
Why It Matters
Latino communities are diverse, growing, and often underserved in financial planning. By connecting planners who understand these communities' unique cultural and financial nuances, the FPA Latino Knowledge Circle helps bridge gaps, build trust, and expand access to quality financial guidance.
Key Focus Areas
Cultural Competency & Client Insight
Learn how to serve Latino clients with sensitivity, awareness, and relevance — from language considerations to family dynamics and wealth-building traditions.
Peer Support & Mentorship
Connect with fellow Latino planners and allies to share stories, challenges, and strategies for navigating the profession and advancing your career.
Community-Driven Learning
Participate in discussions, webinars, and collaborative events that reflect the lived experiences of Latino professionals and clients.
Get Connected
Join your peers in the FPA Latino 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 FPA Latino Knowledge Circles
On-Demand FPA Latino Knowledge Circles
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Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”
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- Non-member - Free!
- Member - Free!
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In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.
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- Non-member - $29
- Member - Free!
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Join us for a thought-provoking panel discussion on the challenges faced by individuals who are the first in their families to secure high-paying jobs or have created their own wealth.
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- Non-member - $29
- Member - Free!
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During the May FPA Latino Knowledge Circle we will discuss the ups and down of RIA ownership with a panel of three experienced Latino RIA owners
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- Non-member - $29
- Member - Free!
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Curious about what money coaching is and how it can help your clients?
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- Non-member - $29
- Member - Free!
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Many of the recommendations financial advisors make to their clients have tax implications.
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- Non-member - $29
- Member - Free!
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Please join us for the September FPA DEI Learning Series call presented by the FPA Latino Knowledge Circle.
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- Non-member - $29
- Member - Free!
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Join the FPA Latino Knowledge Circle for their June presentation where they will be joined by guest speaker Anna N'Jie Konte who will be presenting, "Serving your Communidad while Creating a Thriving Business."
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- Non-member - $29
- Member - Free!
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Knowledge Circle hosts Diana Yanez, Louis Barajas and Maria Castillo Dominguez will share their advisor experience in the industry and their experience working with Latino clients.
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- Non-member - Free!
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