Welcome to the FPA of Southern Wisconsin Chapter

The mission of The Financial Planning Association of Southern Wisconsin is to promote the financial planning process and advance the financial planning profession.

2014 Financial Planning Symposium
Thanks to everyone who contributed to the success of  the 2014 Financial Planning Symposium -- "Envisioning Tomorrow: Financial Planning for the Generations" on October 15 & 16, 2014!

"Best Symposium in memory." "This is one of the best events I've attended." "Thank you for offering this high quality program."  These are just a few of the comments we have received. Special thanks to our Symposium Chair Richard Mikula, as well as all of our volunteers, presenters and of course, attendees. This event is great because of the willingness of attendees to ask questions, share ideas, and keep the financial planning conversation going!

Special thanks to our Sponsors -- we could not present this event without their support. Please consider these companies first when you have needs for business partners:

American Funds
Ameriprise Financial Services
Charles Schwab Advisor Services
Chortek, LLP
Fiduciary Partners, Inc.
Hartford Funds
Milwaukee Business Journal
Moneywise Mortgage
Prairie Financial Group
Sit Mutual Funds
Trust Company of America

Thanks also to our non-profit exhibitors -- Make A Difference Wisconsin and Asset Builders. They provide volunteer opportunities for FPA-SW members and other financial professionals to get involved in their communities and to give back.

Mark your calendars NOW for our 2015 Financial Planning Symposium, October 12 the & 13th. The theme will be "Opportunities for Excellence."

Thanks to Our 2014 Partners
Please support our Partners whenever you can. They provide invaluable support to FPA of Southern Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning can assist you in your success! They are:

Ameriprise Financial Services, Inc.
Charles Schwab Advisory Services
Chortek LLP
Fiduciary Partners, Inc.
Morningstar, Inc.
Prairie Financial Group
Sit Mutual Funds

Trust Company of America


FPA-SW Partnership Program 2015
The Financial Planning Association of Southern Wisconsin is now accepting Partners for 2014. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter partners.  The chapter's partner program involves three different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2015 FPA-SW Partner Benefits at a Glance  and from the accompanying Partership Agreement.   Take a look and help your chapter to create more good partnership relationships!  For more info contact us at info@fpasw.org.  

Scholarships Available
The FPA-SW Scholarship Program provides financial assistance to students pursuing the Certified Financial PlannerTM certification. Watch for information on the 2015 Scholarship program, available soon.

Financial Planning Process 
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER® certificant as the professional most qualified to guide you through this process.  Need more?  Check out our great collection of financial links!  For timely, useful information on topics including taxes, insurance, retirement, business planning, mortgages, investments and more, be sure to look through our collection of financial planning articles. Each month, we provide you with a wide variety of compelling articles on relevant, timely, financial planning topics.  May's articles cover the importance of an annual financial checkup, financial education for minorities, and small business succession planning.  See how they can help you! 

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Southern Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional.  The FPA is a BIG TENT and we want you under it!

Current Members
Get Involved!
Your chapter needs YOU to fill one of a variety of leadership and volunteer positions, including three board positions.  We're a growing and vital organization and always in need of help from those who want to contribute to their profession.  Check out our current needs and then volunteer! 

Looking for quality professional continuing education?  We've got it!  Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard.  Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!

Want to know what the government and regulators are up to and what FPA is doing about it?  On our Government Relations page you can find FPA's Capitol Update, Tax Update, and a collection of links that will help you keep up with the governmental issues, and how you can help in FPA's efforts to represent your profession before governmental and regulatory agencies, including a direct link to the FPA Legislative Action Center.  There's always a lot going on and we all need to keep up!  


Virtual Learning Center
Have you heard about FPA's Virtual Learning Center?  It's a web-based educational resource and yet another opportunity to earn continuing education credits.  The VLC offers a varied and growing list of courses to help you progress in your career and stay on top of latest trends in the profession. 

Check out upcoming offerings at the Virtual Learning Center site.


Thanks to our Partners