Frequently Asked Questions
Registration opens on Monday, December 18, 2017 and closes when the conference sells out (usually within a couple months). After the conference sells out, you can be placed on a waiting list. (Typically, we have very few cancellations.)
Before You Register
To register successfully, you will need the following:
FPA number – in order to obtain member pricing. Contact your local FPA Chapter or FPA National to obtain your number. (If you have registered for past conferences, your FPA number may auto-populate.)
CFP® number – to create CE tickets to earn CFP® credit. (If you have registered for past conferences, your CFP® number may auto-populate.) If needed, contact the CFP® Board of Standards to obtain your CFP® number: 800-487-1497).
Payment is online, by credit card only.
Receive a 90% refund (10% handling charge) if a written request is received by Friday, April 6. Receive a 50% refund if a written request is received by Friday, April 27. No refunds after April 27. Written requests may be sent via email to the Conference Director. Please follow up to confirm receipt of your refund request.
Since the conference always sells out, on-site registration is not available.
A discount code field will be presented on the payment page. This field is for conference sponsors and speakers.
FPA members can register for a lower registration fee. Learn about FPA membership here. There are no discounts for attendees or students. (Students can join FPA at a substantial discount and be eligible for the FPA member registration fee.)
Single- or Partial-day Registration
Types of CE Offered
CE credit is only offered for CFP®. We can provide you with a letter verifying your attendance that you may submit to other certifying or licensing bodies.
CE Filing with CFP® Board
FPA NorCal files the conference CFP® attendance report with the CFP® Board within 15 days of the conference.
The conference is held at The Palace Hotel, 2 New Montgomery St., San Francisco CA 94105.
The Palace Hotel offers a special $259.00 room rate for this conference. To obtain this special “FPA Conference” rate, register online or call the hotel directly at (415) 512-1111 and ask the Reservation Desk for the special “FPA Conference” rate.
The hotel offers free WiFi in the lobby. Thanks to our Palladium sponsors, the conference also provides free WiFi in the conference areas. Visit each day’s Palladium sponsor in the Sunset Court to obtain the day’s WiFi code.
Audio and video recordings of workshop and keynote sessions are available to attendees via our website by June 30, and accessible/downloadable through the end of September.
Private recording is prohibited.
Speaker materials (PDFs) are available to attendees for download three weeks before the conference on the website, and during the conference on the conference app. Materials are accessible/downloadable through the end of September.