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2016 FPA Houston Symposium Q&A
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FPA Houston Symposium Q&A Frequently Asked Questions

 

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

Question How can I contact the FPA Houston office?
Answer

By phone: (713) 518-1785

By e-mail at execdir@fpahouston.org 

Question Does the Conference offer partial-day registration?
Answer

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.

Question What is the cancellation policy?
Answer

You may receive a full refund, less a $25 handling charge, if a written request is received by April 10. No refunds can be given after April 10. Written requests may be sent via email or regular mail; contact information is on the contact us page. Please call or email the Conference office to confirm receipt of your refund request.


Question How can I change the individual registered for the Conference?
Answer

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.

A reply will be sent when this email is received. If no reply 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, the fee will be collected at the door.

Question Are both credit cards and checks accepted?
Answer

Payment for the Conference registration fee via credit card is available online. You may also select "invoice"when checking out and print off your invoice and mail a check. If paying by check your payment must be received by September 20. Registrations after May 8 must pay by credit card. If there is space available at the door (there is no guarantee that space will be available).


CE Credits


Question Continuing Education Credit
Answer

When you arrive at the conference be sure to locate your CE form and instructions in the attendee folder that you will receive. Be sure to fill this out throughout the day based on the sessions you attend and turn it in as you leave. This form will be used to determine which CE credits you are requesting and it is required in order to submit your CE credits.

  1. CFP® Board Credit: Keynote & breakout sessions are filed with the CPF® Board. Final approval is posted with each speaker listing. The attendance report will be filed with the CFP® Board within 10 business days of the Conference. Please do not count on credit from this conference to meet your minimum requirement if you deadline is earlier than April 30.

  2. CPA Credit: All sessions will qualify for CPA credit.

  3. TDI/Insurance (Sircon) Credit:Keynote & workshop sessions are filed with Sircon (Texas Dept of Insurance). Final approval is posted with each speaker listing. The attendance report will be filed with Sircon within 10 days of the Conference.


Travel and Parking

Question

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

Answer

The FPA Houston Financial Planning Symposium will take place at the Norris Conference Center - Houston City/Centre -- 816 Town & Country Blvd., Suite 210 -- Houston, TX 77024
http://norriscenters.com/HoustonCC/ 

For additional information on the location, please visit the websites listed below:
     http://www.citycentrehouston.com - CITYCENTRE

 

DIRECTIONS & PARKING


About the FPA and Certified Financial Planners™

Question What do the CFP®, CERTIFIED FINANCIAL PLANNER™ designations in text and following people's names mean?
Answer Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ andthe CFP® Logo which it awards to individuals who successfully complete initial and ongoing certification requirements.

Question What is the Financial Planning Association (FPA)?
Answer 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. 


 

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