25FPA On Demand Registration

2025 FPA On Demand Registration
Conference Rates:
FPA OnDemand $599

Welcome to online registration. To register successfully, please note the following:

To Earn CFP® CE Credit
In order to earn CFP® CE Credit you must provide the appropriate credentials:
1. Your CFP® Number
2. Your Name as listed with the CFP® Board
Failure to provide correct information may result in ineligibility for CFP® CE credit.

If you do not have or do not know your CFP® number, you can check for it here:
https://www.cfp.net
Name*
First Name
*
Last Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Company*
Title*
Work Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
FPA Member Information

If you do not have or do not know your FPA Number, you can check for it here:
https://www.financialplanningassociation.org/membership
Are you an FPA Member?*

YesNo
What is your FPA Number?*
To which FPA Chapter do you belong?*

San FranciscoEast BaySilicon ValleyNorthern CaliforniaOther
CFP® Information

A CFP® designation number is required to earn CFP® credit.

If you do not have or do not know your CFP® number right now, you can check for it here: https://www.cfp.net
Would you like to enter your CFP® number?*

Yes, I would like to earn CFP® CE at the 2025 FPA NorCal ConferenceNo, I do not want to earn CFP® CENo, I do not have a CFP® number
Name as listed with the CFP® Board*
CFP® Number*
I have double-checked and confirm that the name listed above matches the information I used when I registered with the CFP® Board. And I also understand that if it does not match I WILL NOT RECEIVE CFP® CE CREDIT.
Click 'Yes' to confirm above:*

Yes
FPA NorCal Conference Questions

At FPA NorCal Conference, we value your privacy. The information you provide is solely for our internal demographic purposes to enhance the conference experience. Rest assured, your data will never be shared with external parties, sold, or used for any purposes beyond our own internal analysis. We are committed to maintaining your anonymity and safeguarding your privacy.
What is your gender identity? (Optional)

MaleFemaleNon-binaryGenderqueer/Gender non-conformingPrefer not to answerPrefer to self-describe
What are your preferred pronouns? (Optional)

She/Her/HersHe/Him/HisThey/Them/TheirsPrefer not to sayPrefer to self-describe
What is your age?*

25-3435-4445-5455 and over
Are you NexGen?*

YesNo
Is this your first time attending FPA NorCal Virtual OnDemand Sessions?*

YesNo
Including this year, how many years will you have attended the FPA NorCal Conference?
How did you hear about the conference this year? (Please select all that apply)*

Attended previous year's conferenceFPA Chapter MeetingFPA NorCal Conference emailsFriend/ReferralAnother Conference AttendeeRegional NewsletterFPA NorCal WebsiteLinkedInMichael KitcesBob VeresTwitter (Conference Tweets)Other
General Information
How many years of experience do you have in the financial planning profession?*
Are you entering the financial planning profession as a career changer?*

YesNo
What type of firm do you work for? Please select all that apply.*

Independent Registered Investment Advisory firm (SEC or State registered)Broker DealerWire HouseAsset ManagerInsurance AgencyCPA/Tax FirmLaw FirmBankFinTechLaw FirmBankOther
Which of these areas does your firm specialize in? Please select all that apply.*

Business Owner/Executive PlanningCash ManagementCollege PlanningEstate PlanningFinancial PlanningInvestments/Investment PlanningRetirement PlanningTax Planning/TaxesOther
How many years have you been working in the financial industry?*
What is your firm’s AUM (in Millions)?*
Do you have a California insurance license?*

YesNo
Please select all that apply:*

Property & CasualtyLife/HealthMulti lineOther
What technology do you use in your business? Please select all that apply.*

Account AggregationCustomer Relationship Management (CRM)Project Management SystemDocument Management/Client File SharingE-SignatureFinancial PlanningPortfolio AnalyticsPortfolio ManagementRisk Tolerance/Behavioral AssessmentsWork Flow ManagementOther
What system do you use? Please select all that apply.*

Apple/Mac OS, iOSMicrosoft WindowsChromebookLinux/UnixOther

Purchase*

2025 FPA On Demand Conference

$599.00

Total

$0.00

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Street Address

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2025 FPA On Demand Registration

Conference Rates: FPA OnDemand $599

FPA Member Information

CFP® Information

FPA NorCal Conference Questions

General Information

Conference Rates:
FPA OnDemand $599