With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice.

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.

With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape.

Join a discussion about participating in the FPA’s Investment Knowledge Circle Committee.

Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision.

Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions.

Join the Women & Financial Knowledge Circle on April 10th for an engaging discussion of Traction: Get a Grip on Your Business by Gino Wickman.

One of the main concerns for LGBTQ+ people is what will happen if marriage equality is overturned.

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.

This transformative webinar is designed to help women bring more of their wisdom and passion into the world.