The Financial Planning Association says TD Ameritrade Institutional will be sharing more educational materials, including thought leadership, with its 23,000 members.
Next week, certified financial planners will have access to this content and to the TD Ameritrade professionals producing it at the 2017 FPA Annual Conference in Nashville. Much of this content also will be available on the group’s virtual-learning platform and at other educational events for CFPs in the future, the two organizations say.
“TD Ameritrade Institutional has been one of the premier financial institutions for years and they have made it their purpose to help financial planners operate successful businesses and serve millions of clients,” said 2017 FPA President Shannon J. Pike, CFP, in a statement.
“As an exceptional thought leader in financial services, we look forward to working with them to bring their content and subject-matter experts to the FPA community to help our members succeed now and in the future,” Pike explained.