Impact Session: How the FPA® Competency Model™ Can Boost Your Financial Planning Skills

Join us on July 22 at 3:00 p.m. ET for an engaging webinar that delves into the FPA Competency Model. FPA Membership Director Destre Downing and Hannah Moore, CFP®, founder of Guiding Wealth and Amplified Planning, will explore the why behind this groundbreaking initiative, what it entails, and how it can enhance your professional development. You’ll discover how this comprehensive, behavior-based framework goes beyond technical knowledge to focus on essential skills like communication, critical thinking, and leadership, all designed to elevate your success as a financial planner.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

• Understand the key components and purpose of the FPA® Competency Model™ and how it supports professional growth in financial planning.
• Recognize the essential skills beyond technical knowledge, such as communication, critical thinking, and leadership, and how they shape the capabilities of financial planners.
• Learn how adopting and utilizing the FPA Competency Model can enhance financial planning effectiveness and success as financial planners.