Partnership Opportunities

CLICK HERE to learn more about being a Platinum or Gold Partner with our chapter

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.

Chapter Lunch Meetings 

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.

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Austin Planners Conference is our largest event of the year.  Our conference draws in both members and non-member planners that are looking for professional development and lessons to grow their practice.  We bring in the top keynote speakers, as well as, nationally recognized practitioners for an all day event.  This is an ideal opportunity for Partners looking to commit a single day to reaching financial planners in the Austin area.

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NexGen is our Chapters emerging leadership group.  All of these members are under the age of 35.  Each of them are still building there practice and finding the role they will play in the future as some take over Austin’s current firms and others start their own.  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.

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Career Fair

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.

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