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FPA of Florida-Working together instead of alone


As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...







FPA News

Past FPA of Florida Presidents, Paul Auslander, Charlie Fitzgerald and Michael Zmistowski quoted in Investment News article “What a Jeb Bush Presidency Means to Advisors”.  Click here to read the complete article.


New Regulations affect Florida’s RIAs. 
See more under Advocacy

 



Six 2015 goals have been established by the FPA of Florida’s Board of Directors.  They are:

1. Recognition and regulation of Financial Planners.

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

3. Engage in Florida legislative process.

4. Financial Planning Week and Month event(s) in Florida.

5. University degree in one of the 12 State of Florida public universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")

 


Advocacy

On May 6th, 2015 new regulations affecting Florida’s state registered investment advisors became effective.

 

Among the several new regulatory changes, one of the most important changes from prior law concerns Florida’s requirement that clients of a state registered investment adviser must receive an invoice showing calculation of the adviser’s fee concurrently with withdrawal of the fee from the client’s account. Under the new regulations it is a “prohibited business practice” not to provide the invoice.

 

For complete details on the new regulations, please click here

 




Thanks to Our

Resource Partners



Friends Level



Council Level

Dyess Insurance Services

John Hancock Investments

Security 1 Lending

Find our more about becoming a resource partner today! Click here for more information

 
 
FPA Chapters in the State of Florida

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