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: (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.