NexGen



FPA of Southwestern Ohio NexGen Group


What is NexGen?

Aspiring and early-career CFP® professionals. This includes those who are currently undergoing undergraduate education as well as those who have been practicing as CFP® professionals for eight or fewer years.  For more information on how we define NexGen, as well as our Strategic Directive, please click here.

Many NexGen members are looking for ways to find early success in the profession and further explore their true passions. Within the Southwestern Ohio NexGen chapter, we strive to attract members from diverse and unique backgrounds to foster growth and networking among the best and brightest. We believe that by bringing together people from all aspects of the industry, we will create an environment that supports successful planners and leaders for our industry going forward.

Why Should Young Planners Get Involved?

The community has grown tremendously and our unique viewpoints on the industry have benefited FPA members as a whole. Becoming involved on a local level is helpful as it:

• Identifies you as a future leader in this evolving industry
• Provides you with a platform to impact the direction of an industry that continues to change.
• Exposes you to established and experienced planners in the community
• Encourages you to shape the conversation of your NexGen Community
• Offers networking with other young professional organizations in your community
• Provides hands‐on leadership experience on a national and local level

Scholarship Opportunities

New this year – FPASWO membership scholarships!

The ideal candidate:

  • Is enthusiastic about the profession but needs some financial assistance in becoming a member of the FPA
  • An early-career CFP® professionals who have been in the profession for less than 8 years
  • Must be nominated by a current FPASWO member

Applications for nominations are available through this link or feel free to pick one up in person at our next chapter meeting. This is a great opportunity to help a member of our next generation of financial planners.

How Can You Get Involved?

Please email administration@fpaswo.org to request more information, or volunteer to speak at one of our upcoming events.