303.867.7188 | nbailey@onefpa.org

What is NexGen?


What is NexGen?  Over the last 15 or so years, the FPA NexGen community has evolved from a conversation at FPA Retreat to a Yahoo message board and, today, to thriving local communities across the country. We have experienced iterations of change over time and continue to evolve. Today, NexGen serves aspiring and early-career CFP® professionals. The FPA NexGen community is your connection to more than 2,500 like-minded new professionals who are ready to share their experiences and further the future of the financial planning profession.

Who are NexGen Members? NexGen members are individuals who are in their first eight years in their financial planning career or studying to become a financial planner.

Mission Statement: NexGen strives to provide members with a network that serves to educate, promote, and integrate the next generation of CFP® professionals.  NexGen enacts this directive through the service lines listed below.  We believe these service lines support the next generation of CFP® professionals and will help elevate our profession.

  1. Community: Foster inclusive communities dedicated to the development of the next generation of CFP® professionals
  2. Education: Provide high-quality content about the practice, business, and profession of financial planning.
  3. Career success: Promote the growth and quality of the next generation of CFP® professionals’ careers
  4. Advocacy: Promote FPA and CFP® professionals as the credible voice in financial planning

Vision Statement:  Elevate the profession that transforms lives through the power of financial planning




NexGen Events

October 30 | 7:00am - HARD STOP @ 8:00am
Carolinas Investment Consulting
5605 Carnegie Blvd Suite 400 | Charlotte

SPEAKER: Tom MacLennan, WMS Advisors
TOPIC: Navigating The Internal Succession Plan

REGISTER: Email bmcd3@vt.edu by October 28


Meet Your NexGen Director

Bridget McDermott is currently serving at the NexGen Director on the FPA of Charlotte Board.  She is happy to answer any questions you have about NexGen or FPA membership.