How one group plans to change chapters
- January 7, 2019 |
- WILLIAM EHART
Financial Planning Association says move will improve technology services, response to member needs Schadle The $10 million-revenue Financial Planning Association wants to bring its 86 independent chapters and two state councils under the national FPA umbrella in a bid to simplify the organization and provide better services to members. FPA CEO Lauren Schadle stopped short of saying that the existing structure hampers membership growth and retention, but confirmed to CEO Update that the group represents just 22 percent of certified financial planners. (FPA is a membership association, while the $35 million-revenue CFP Board is a standards-setting body.) The FPA board will… Read More