Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
2018 FPA Houston Symposium FAQ'S
Share |

FPA Houston Symposium FAQ's

 

 

We have provided some answers to frequently asked questions that may be of interest to you. If you have a question and don't see it listed here, please contact us and we will be happy to help.

 

Conference Registration

 


How can I contact the FPA Houston office?

By phone: (713) 518-1785

By e-mail at execdir@fpahouston.org 


Does the Conference offer partial-day registration?

The conference is a full day event. You are welcome to attend whatever part of the conference fits your schedule. We are sorry that a partial-day registration is not offered.


What is the cancellation policy?

Cancellations received by midnight, June 15, will receive a refund, minus a $25 administrative fee. No refunds can be given after June 15 due to the contract and commitment we have with the venue.To request a refund email: execdir@fpahouston.org



How can I change the individual registered for the Symposium?

If you have registered someone and would like to transfer that registration to someone else, please email the following items to the Conference Office at execdir@fpahouston.org. 

  • The name of the person registered
  • The date he/she was registered
  • The name, FPA number (if any), CFP® number (if any), mailing address, phone number, and email address of the new person.

FPA will respond to your request within 24 hours. If no response is received, do not assume your email arrived – please send it again. If there is any amount due for a member/non-member price differential, we will invoice or credit you for the difference.


Payment methods?

All registrations must be paid online with a major credit card.  


CE Credits



Continuing Education Credit

When you arrive at the Symposium locate your CE form and instructions that you will be given at check in. Fill this out throughout the day based on the sessions you attend and turn it in at the end of the day. The completed form is required and will be used to determine which CE credits you are requesting and it is required in order to submit your CE credits.

  1. CFP® CE: Keynote & breakout sessions are filed with the CPF® Board. Credit status can be found on the speaker/topic page. You will receive your credits within 10-14 business days.

  2. CPA Credit: All sessions will qualify for CPA credit.  CPA CE certificates will be emailed out after the Symposium.

  3. TDI/Insurance (Sircon) Credit: Eligible sessions are filed with Sircon (Texas Dept of Insurance). Credit status can be found on the speaker/topic page. The attendance report will be filed with Sircon within 10 - 14 business days.


Travel and Parking

 

How do I get to the venue and where do I park?

The FPA Houston Financial Planning Symposium will take place at the Junior League of Houston -- 1811 Briar Oaks Ln. -- Houston, TX 77027  Google maps
Free parking is provided in the covered parking garage.



About the FPA and Certified Financial Planners™

 


What do the CFP®, CERTIFIED FINANCIAL PLANNER™ designations in text and following people's names mean?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® Logo which it awards to individuals who successfully complete initial and ongoing certification requirements.


What is the Financial Planning Association (FPA)?

The Financial Planning Association (FPA) is a national organization dedicated to the financial planning community including CERTIFIED FINANCIAL PLANNERS™. The FPA provides certifications, training, local chapter support, and many other services. More information about the FPA can be found on the national website. www.ONEFPA.org. 


 

Association Management Software Powered by YourMembership  ::  Legal