FPA also is partnering with fi360 to provide a certificate program for FPA's members that focuses on fiducary obligations and best practices.
It was also announced that WealthCounsel of Madison, Wisc., is partnering with FPA to provide additional resources for FPA members. WealthCounsel is an organization of estate planning practitioners, business law attorneys, CPAs and others in related fields.
FPA also announced the creation of FPA Virtual Meeting, FPA Client Connect and FPA Practice Match to further their practices. FPA Client Connect is a Web of financial libraries and functions to personalize e-mail marketing campaigns. FPA Practice Match allows firm owners to explore succession planning anonymously and securely.
-Karen DeMasters