1. INFORMATION ABOUT FPA RESOURCES AND FPA MEMBERS Financial Planning Association 1

2. Financial Planning Association (FPA) 2 The Financial Planning Association ® (FPA ® ) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA has more than 24,000 members involved in all facets of providing financial planning services. FPA is the community that fosters the value of financial planning and advances the financial planning profession. Core Values: Competence Integrity Relationships Stewardship

3. FPA – Who We Are 3

4. Our Members: Firm Size and Position 4 60% of FPA members* run their own practice as the: - CEO - President - Sole proprietor - Partner 77% of FPA members are in an executive position at their practice (includes list above and managers, directors and vice presidents). Source: FPA’s 2009 Salary Survey *From the 2008 Readex Readership survey conducted on behalf of FPA Average of 17.5 years of experience in the financial services industry*.

5. Our Members: Assets Under Management 5 Source: FPA’s 2009 Salary Survey Members personally manage an average of $101.6 million*.

6. International Members 6 FPA greatly values the international representation within its membership. We have members from 36 countries outside the US: Australia Austria Bahamas Belgium Bermuda Brazil Canada China Cyprus Germany Greece Hong Kong Hungary Ireland India Indonesia Israel Italy Japan Kenya Korea Malaysia Mexico Netherlands New Zealand Philippines Russia Singapore South Africa Spain Sweden Switzerland Taiwan Thailand Trinidad Venezuela

7. FPA – What can we do for you? 7

8. International Electronic Membership 8 Brand new to FPA – launching July 1, 2010. Your portal to fellow professionals around the world and access to best practices to benefit your business. Cost is $35US/year.

9. FPA Resources 9 The Journal of Financial Planning is the official publication of the Financial Planning Association (FPA). Published 12 times per year, it reaches 50,000 financial planners every month. As a peer-reviewed publication, the Journal of Financial Planning delivers the highest quality, most cutting-edge editorial available from the financial planning profession’s top thought leaders. Our articles come from influential academics, practitioners and industry leaders. International E-Members receive a digital copy of this by email.

10. FPA Resources 10

11. FPA Resources 11 FPA's Virtual Learning Center provides weekly webinars on the latest topics. This includes objective business management advice for financial planning practices of all sizes. The FPA Online Practice Management Center is a one stop resource for financial planners for new tools, ideas and resources about: Marketing and growth strategies - Hiring practices - Compensation and staffing - Selecting software and technology - Compliance practices - Partnerships and succession planning - Profitability and growth strategies

12. FPA Resources - Practice Management Center 12

13. FPA Resources – Face-to-Face Meetings 13 FPA holds national conferences throughout the year, plus other opportunities to gather together with colleagues from around the world. Spring Gathering of International Community and Europe/Africa/Middle East Group – held in Europe

14. FPA Resources 14 FPA Research Center The FPA Research Center empowers the financial services sector with knowledge and an understanding of the financial planning process, including how it affects consumers, planners and firms. Recent research includes: FPA LinkedIn group A gathering of 3,000 plus FPA members, this conversation area holds active discussions on topics of interest to the group. This is a place where you can post questions on topics of interest to you. FPA Consumer Education FPA’s consumer facing website, www.fpaforfinancialplanning.org, connects consumers with financial planners in their areas, and also provides helpful resources and tools on topics such as college planning, retirement planning, debt management, budgeting and more.www.fpaforfinancialplanning.org

15. FPA International Community 15 Ways to Gather: Online Conversation Area Spring Face-to-Face Meeting (Europe) Fall Face-to-Face Meeting (FPA Annual Conference) Quarterly teleconference calls Mission: To create a gathering place for planners, those who support planning, and educators from around the world to learn from each other and share their experiences. Participation: Currently complimentary Without FPA membership, $49US With FPA membership, additional fee of $34US

16. FPA Invitation for You! 16 As a member of HAQFP, you are welcome to attend at the FPA member rate. Please plan to join us at our annual conference FPA Denver 2010, October 9 – 12, 2010 A gathering of over 3000 people from over 20 countries, consisting of: 50+ educational sessions Preconvention workshops Exhibit hall with over 150 companies Peer to peer conversation opportunities