FPA SUMMIT 2026

FPA SUMMIT 2026
FPA SUMMIT, formerly FPA Annual Conference, is where the financial planning profession comes to expand what’s possible—for their clients, their practices, and their careers. As the premier gathering for learning, innovation, and collaboration, FPA SUMMIT brings together planners from every corner of the ecosystem to sharpen skills, explore emerging ideas, and connect with peers who are shaping what’s next.

Interested in registering a group of 5+ individuals? Fill out a form and a member of our team will follow up with you.
When
11/9/2026 - 11/11/2026
Where
Gaylord National Resort 201 Waterfront St National Harbor 20745

Program

   

Monday, 09 November 2026

Description
CFP and IAR Ethics
Select this option if you plan to attend CFP and IAR Ethics held on Monday, November 9 from 9:30-11:30 AM. This CFP Board-approved continuing education course fulfills the 2-hour ethics requirement and has been designed to educate CFP® professionals about CFP Board’s Code of Ethics and Standards of Conduct.
Time
9:30 AM - 11:30 AM
9:30 AM

Mastering The Media Moment
Mastering the Media Moment: How to Become a Reporter's Go-To Source - Learn how to build credibility and visibility through strategic media engagement. Discover what journalists look for in expert sources, how to pitch your expertise effectively, and how to leverage FPA MediaSource to connect with reporters and grow your professional brand.
Time
12:00 PM - 2:00 PM
12:00 PM

Beyond the Search
Beyond the Search: Turning PlannerSearch Visibility Into Client Relationships - Learn how to maximize your visibility through FPA's reimagined PlannerSearch and convert interest into client relationships. Discover how today's consumers evaluate financial planners, optimize your profile, and develop a lead nurture strategy that builds trust and drives meaningful engagement.
Time
2:30 PM - 4:30 PM
2:30 PM

Tuesday, 10 November 2026

Description
Day Pass | Tuesday Only
Tuesday Day Pass includes: access to all learning activities, admission to the Exhibit Hall and lunch on Tuesday ONLY.
Time
7:30 AM - 5:00 PM
7:30 AM

Wednesday, 11 November 2026

Description
Day Pass | Wednesday Only
Wednesday Day Pass includes: access to all learning activities on Wednesday ONLY.
Time
8:00 AM - 6:15 PM
8:00 AM

Date Not Specified

Description
Conference Cancellation Policy
I confirm my knowledge of the cancellation date and policy for this event. FPA SUMMIT 2026 registration may be cancelled for a full refund, less a $100 administrative fee, if made by Thursday, October 15, 2026. Cancellation and refund requests must be made in writing to info@onefpa.org.
Not specified

FPA Conference Policies
I confirm my knowledge of and agreement to the FPA Conference Anti-Harassment Policy, and the Photography and Video Policy.
Not specified

FPA Conference Policies
I confirm my knowledge of and agreement to the FPA Conference Anti-Harassment Policy, and the Photography and Video Policy.
Not specified

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