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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

Save the Date!


Friday, October 23, 2015


Our annual Strategic Planning meeting is scheduled for Friday, October 23, 2015 and will be hosted at the Charles Schwab Branch Office located at 500 E. Broward Blvd., Ste 100, Ft. Lauderdale. 


Special Thanks go out to Jim Kovach, Charles Schwab for hosting the meeting location!


All Florida Chapter board members, committee members,  and members are encouraged to participate in the FPA of FL Strategic Plan for 2016.  If you plan to be in a leadership role in your Chapter in 2016, you will not want to miss this meeting. Make your voice heard and opinion count!


To learn more, click here




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.")



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

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John Hancock Investments

Security 1 Lending

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