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2017 FPA Houston Symposium FAQ'S
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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?

You may receive a full refund, less a $25 handling charge, if a written request is received by June 1. No refunds can be given after June 1. 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.



How can I change the individual registered for the Conference?

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.


Are both credit cards and checks accepted?

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



Continuing Education Credit

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

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
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™ andthe 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. 


 

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