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 to be launched at NAIFA’s 2018 Performance + Purpose Annual Conference in San Antonio (see press release).

“Each year NAIFA leaders examine how our professional development offerings succeed in delivering value to members as they serve clients in an increasingly competitive and changing marketplace,” said NAIFA CEO Kevin Mayeux, CAE. “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 most pleased to welcome FSP members to the NAIFA P+P conference.”

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 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.”

NAIFA Performance + Purpose 2018 will take place Sept. 13-16, 2018, in San Antonio, at the Henry B. Gonzalez Convention Center. The official conference hotel is the Grand Hyatt San Antonio. NAIFA and FSP will collaborate in promoting the conference to FSP members.