Focus Group Interest Submission

Thank you for your interest in helping us elevate the profession of financial planning. Please answer the below questions and we will send additional information and next steps to you in early June.

Question Title

* 1. Please provide your first and last name.

Question Title

* 2. Please provide your FPA Member ID, if applicable.

Question Title

* 3. Please provide your email address.

Question Title

* 4. What is your career stage?

Aspiring/Emerging (1-5 years)

Mid-Career (5-20 years)

Later Career (15-20+ years)

Question Title

* 5. Where do you work?

RIA - small firm

RIA - medium or large-sized firm

Broker Dealer

Wirehouse

Other

Other (please specify)

Question Title

* 6. With which gender do you identify?

Female

Male

Other

Prefer not to answer

Question Title

* 7. Please specify your ethnicity (choose all that apply).

White

Hispanic or Latino

Black or African American

Native American or American Indian

Asian / Pacific Islander

Prefer not to answer

Other

Other (please specify)