Partnership Opportunities



If you would like more information about our Partner program, please contact Brooks Morgan, Partner Director or Sarah Frankenfeld, Chapter Executive.

CLICK HERE to see our 2020 Corporate Partners

The Financial Planning Association is the largest and most active financial advisor group in Austin, TX. With over 200 members and a marketing reach to more than 2500 local advisors, FPA Austin is widely recognized as the top organization for the financial planning community.  Our members include Certified Financial Planner Professionals, RIAs, both large BDs and independent advisors, insurance professionals, bank and trust specialists.

There are a number of great opportunities for your organization to partner with our growing chapter and network with the top planners in the city of Austin. Please consider multiple ways to get involved.  Thank you in advance and we look forward to meeting you personally at one of our upcoming events.

Platinum and Gold Partners – LEARN MORE

In addition to being the largest financial advisor group in Austin, FPA Austin Chapter proudly ranks highest nationally in member participation and monthly meeting attendance.  This is a fantastic opportunity for firms to both promote their brand and create relationships by sitting down and joining us for lunch.  Our most successful Partners have invested both money and their time to get the highest return for this opportunity.

PLATINUM PARTNER

  • Network with more than 200 top financial planners in the city at monthly meetings
  • Two representatives can attend 9 chapter meetings
  • Title Sponsor for one meeting
  • Opportunity to give a 5 minute presentation at the meeting you sponsor
  • Logo placement & contact information on FPA Austin website
  • Logo recognition on all correspondence to over 3000 members and non-members
  • Two email blasts to the FPA membership
  • Quarterly Austin membership list & demographic report
  • Company brochures in registration area of all chapter meetings
  • Sponsor and/or interview at our Annual Career Day
  • And more…..


GOLD PARTNER

  • Network with more than 200 top financial planners in the city at monthly meetings
  • One representative can attend 9 chapter meetings
  • Logo placement & contact information on FPA Austin website
  • Logo recognition on all correspondence to over 3000 members and non-members
  • One email blast to the FPA membership
  • Quarterly Austin membership list & demographic report
  • Company brochures in registration area of all chapter meetings
  • Discount to sponsor and/or interview at our Annual Career Day
  • And more…..

NexGen – LEARN MORE

NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning.  NexGen serves to educate, promote and integrate the next generation of CFP® professionals. It serves aspiring and early-career CFP® professionals. NexGen has a number of opportunities to network and share build relationship with companies that are willing to invest in them and help them step into their role as our future leaders.

Career Day LEARN MORE

This is the single largest Career Fair in Austin exclusively focused on matching top employers with future planners.  Come and find new talent to help you grow your firm.  Network with our membership, CFP® program directors and the candidates that include both new CFP graduates to job changers.  The FPA Career Fair is one of the most popular events that draws both candidates and planning firms from across Texas.