Become a Corporate Partner
OUR VISION FOR OUR PARTNERS
To develop a long term, professional and mutually profitable relationship with our sponsor partners and to create an excellent working relationship between our members and partners.
The Financial Planning Association is one of the largest, most active, and most sophisticated financial advisor groups in the country with over 17,000 members (over 70% are CFP® professionals!) and nearly 77 active local chapters. The FPA North Alabama is widely recognized as a leader in the financial planning community and one of the most successful chapters in the country.
Our chapter is a past recipient of Outstanding Achievement Awards in the categories of Advocacy, Financial Literacy, and Partnering with Like-Minded Organizations.
Our members include financial planners, broker dealers, insurance professionals, attorneys, CPAs, investment specialists as well as banking and thrift professionals.
The chapter’s 170+ members are a dynamic, vibrant audience. Members collectively manage substantial investment assets on behalf of clients. Many FPA members are nationally known and active within leading professional groups and societies. FPA North Alabama members have a wide range of industry experience ranging from seasoned forty or more years to novice first year planners.
PARTNER BENEFITS
RECOGNITION
Visibility as an FPA North Alabama partner throughout the year at all FPANA events, in all newsletters, as well as on our website.
EXPOSURE
You are welcomed to our chapter events and will be introduced to our membership on a consistent basis. The financial professionals you’ll meet through the FPANA Chapter can help you build long-term business relationships.
EXHIBIT TABLE
Members are continually looking for information on new products and services to meet their clients’ needs. Platinum and Gold level partners can display their materials at our monthly chapter meetings to a targeted audience.
OPPORTUNITIES
You have the opportunity to meet and share your message with attendees at the chapter meetings, partner event, and annual symposium. It’s an excellent time to collect business cards for follow-up marketing.
EXHIBITOR SPACE
Exhibitor space is provided at our annual FPA of North Alabama Symposium.
Quick Facts
Of the current chapter members that reported:
Members are
76% CFPs
12% CPAs
7% ChFCs
Members who hold
42% Bachelor's Degree
40% Master's Degree
18% Ph. D.
Members who Hold
29% Series 6 or 7
45% Series 63, 65, or 66
Member's Licensed
24% Life Insurance
19% Health Insurance
15% Variable Annuity
14% Fixed Annuity
Compensation
62% Fee Based
36% Fee Only
2% Commission Only
Long term involvement equals lasting relationships
Four LEVELS OF PARTNERS
I. Platinum Partner eligibility Requirements - (limited to 1)
$5,350
- Priority for 2026 will be given to the Platinum Partner in the previous year. (Limited to 2 consecutive years)
- The prior year Platinum Partner will have until December 15, 2025 to submit the signed agreement. After December 15, this level of partnership will be given to the first new partner that submits a completed, signed agreement. If there is a conflict, the Board will decide via a majority vote.
- Payment in full needs to be made by January 31, 2026, unless an extension of time is approved by a Board Representative.
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Please see the Chart for all Benefits
II. Gold Partner eligibility requirements- (Limited to 6)
$3,500
- Priority in 2026 will be given to Gold Partners from the previous year.
- The first 6 Gold Partners to submit a signed agreement will be Gold Sponsors for 2026.
- As of December 31, 2025, if spots remain, this Partnership Level will be available to those companies that were not Gold Partners in 2025. If there is a conflict, the Board will decide via a majority vote.
- Payment in full needs to be made by January 31, 2025, unless an extension of time is approved by the Board Representative.
III. Silver Partner eligibility requirements - (unlimited partners)
$1,850
- Signed Agreements will need to be submitted, and payments in full will need to be made by February 15, 2026, unless an extension of time is approved by a Board Representative.
V. Patron Partner eligibility requirements - (unlimited partnerships)
$1,000
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Patron Partners are limited to: RIAs, independent advisory firms, credit unions, banks, and other wealth management firms located within the FPA of North Alabama's geographic area and at least one firm associate needs to be a member of the Financial Planning Association.
If you would like to discuss partnership opportunities in greater detail, please contact Luke Fargason, FPANA Partnership Director, at (205) 994-2307 or [email protected] . All Partnership Packages are based on the 2026 calendar year. FPANA reserves the right to require all membership literature, correspondence, and ad submissions to conform to our policies and format regulations, and may require all sponsor speaker presentations be eligible for quality CE credit, as well as speaker outlines, bios, and handouts be submitted by the requested due date in order to be eligible for a sponsor speaker presentation time for the monthly meetings, the Symposium or any other speaking event.
Download the Corporate Partnership Package Here
We want your relationship with FPANA to be successful, and your PARTICIPATION in our chapter is the key. Get involved by volunteering, attending all monthly meetings, attending partner events as well as Symposium. The more you put in, the more you'll get out.
