Sept. 19, 2023
#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR...
Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more.
We discuss:
- New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training. It will be relinked to the new one once launched!)
- Janus Henderson - 6 Keys To Growth For Today’s Advisor: https://www.financialplanningassociation.org/learning/research
- FPA Marketplace: https://www.financialplanningassociation.org/practice-support/marketplace
- Partnership with Chartered Alternative Investment Analyst Association (CAIAA): https://fpa.chalicenetwork.com/marketplace/unifibycaia/
- Elder Planning Specialist certification program: https://fpalearning.onefpa.org/products/elder-planning-specialist-program-2
- CHOIR Voices: https://hellochoir.com/voices/
- TIFIN Wealth resources available to FPA members with less than $100M AUM: https://www.financialplanningassociation.org/press-room/releases-announcements/fpa-tifin-wealth-partnership
… and much more.
