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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.
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1.
Please provide your first and last name.
(Required.)
2.
Please provide your FPA Member ID, if applicable.
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3.
Please provide your email address.
(Required.)
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4.
What is your career stage?
(Required.)
Aspiring/Emerging (1-5 years)
Mid-Career (5-20 years)
Later Career (15-20+ years)
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5.
Where do you work?
(Required.)
RIA - small firm
RIA - medium or large-sized firm
Broker Dealer
Wirehouse
Other
Other (please specify)
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6.
With which gender do you identify?
(Required.)
Female
Male
Other
Prefer not to answer
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7.
Please specify your ethnicity (choose all that apply).
(Required.)
White
Hispanic or Latino
Black or African American
Native American or American Indian
Asian / Pacific Islander
Prefer not to answer
Other
Other (please specify)
