NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.
The APC Symposia, a series of in-person events, will showcase talented presenters with expertise in advanced financial practices drawn from the top ranks of NAIFA and FSP members and associates. The live programs will take place in:
- Indianapolis on April 28
- Phoenix on June 9
- Philadelphia on September 29
In addition to offering invaluable learning opportunities, the in-person Symposia will encourage attendees to network and make valuable connections with other professionals.
“It makes perfect sense for two strong professional organizations like NAIFA and FSP to leverage our extensive expertise together to elevate financial professionals working for the financial success of Main Street families and businesses,” said NAIFA CEO Kevin Mayeux, CAE. “The financial landscape for these Americans has grown increasingly complex and they need advisors who understand the intricacies of complex cases and have access to a network of experts. The Advanced Practice Center events genuinely move the needle for advisors working with these clients, giving them the resources they need to be the best professionals they can be and provide the best service for their clients.”
The APC draws on the wealth of experience of two industry-leading organizations for financial professionals. It combines NAIFA and FSP’s pools of talent and expertise to provide users of the Center with ideas and resources to expand their books of business and provide comprehensive care to clients. The APC also caters to attorneys, certified public accountants, bankers, and other professionals who work with financial advisors and are guided by high ethical standards to serve the financial interests of their clients.
“The objectives of the APC and the mission of FSP are in good alignment. FSP has long been recognized as a source of exceptional educational opportunities for financial service professionals, and we are committed to fostering collaboration across our multidisciplinary membership,” said David Maola, JD, MBA, the CEO of FSP. “The APC will provide high-quality content from subject matter experts, with the live programs providing an opportunity for learning and productive networking.”
Participating in APC programs offers advisors many benefits:
- Access to a network of experts who can offer guidance and collaboration on complex cases
- In-person professional development and networking opportunities
- Insights into how legislation and regulations may affect financial planning and services
- Sales ideas for expanding advisors’ books of business, tapping new markets, and offering comprehensive client services