NAIFA Partners with FSP in Member Professional Development

By Tara Laptew

NAIFA and the Society of Financial Service Professionals (FSP) will strengthen collaboration in member development and education with the creation of a new career track in advanced markets. This track will be launched at NAIFA’s 2018 Performance + Purpose Annual Conference, which takes place from September 13 to September 16 in San Antonio, Texas.

“NAIFA’s P+P Conference is a valued member benefit with programming for advisors in every stage of their career. The FSP/NAIFA partnership will leverage the strengths of each organization to bolster conference programming and meet the educational needs of professionals in advanced practices. We are very pleased to welcome FSP members to the NAIFA P+P Conference,” said NAIFA CEO, Kevin Mayeux, CAE.

FSP members are part of a multidisciplinary community that enables collaboration among financial planners, investment advisors, attorneys, CPAs, insurance professionals, and other financial-service experts. The advanced markets career track at NAIFA’s Performance + Purpose will offer sessions designed to provide dynamic learning opportunities with industry experts and thought leaders.

“FSP has had a longstanding relationship with NAIFA, and we are aligned in our commitments to providing resources that enhance our members’ professional knowledge, grow their network and build their practices,” said FSP CEO Joseph E. Frack, CPA, CGMA. “We look forward to working with NAIFA on this premiere professional development and networking event. We know the program will deliver exceptional value to our members while demonstrating genuine collaboration within the industry.”

More than the annual business meeting it was for many years, NAIFA P+P has become a high-caliber, professional-development conference, with programming for everyone—from those who are new to the industry— to the most experienced and successful advisors. NAIFA is also expanding the peer-to-peer learning opportunities available to all attendees.

NAIFA is also excited to introduce Braindates at P+P 2018. NAIFA Braindates is an online matchmaking service for professional development. A Braindate is your chance to find and meet one-on-one with colleagues with whom you share an interest in specific experience or knowledge.

Conference attendees will have the opportunity to post Offers—experience and knowledge you have to share—and Requests—things you want to learn. Then you and the other attendees can search the Offerings and Requests, make connections, and schedule in-person meetings in the Braindates Lounge.

NAIFA Performance + Purpose 2018 promises to be a well-rounded, enriching experience for all attendees. For more information, visit www.naifa.org/conference.

Tara Laptew is Marketing & Program Manager-Professional Development & Education, at NAIFA. For more information, contact her at tlaptww@naifa.org