2025 FPA NorCal Conference
Frequently Asked Questions
Everything You Need to Know
Financial Speaker Suggestions
If you would like to suggest a speaker please click the button below and complete the online form.
Registration
Space is limited for the In Person Conference at The Palace Hotel. Register early.
For more information please visit our Registration Page.
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 earn CFP® credit your CFP® number must be entered in registration. (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).
Conference fees can be found on the Registration page. Payment is online, by credit card only.
Receive a 90% refund (10% handling charge) if a written request is received by Wednesday, April 1, 2026.
Receive a 50% refund if a written request is received by Friday, April 24, 2026 No refunds after April 24. Written requests may be sent by clicking on this link and completing the form: please click HERE to fill out form to the Conference Director. Please follow up to confirm receipt of your refund request.
If there are spaces available by the conference dates, limited onsite registration may be available.
FPA members can register for a lower registration fee. Learn about FPA membership here. There are no other discounts for attendees or students. (Students can join FPA at a substantial discount and be eligible for the FPA member registration fee.)
Not offered.
On-Demand Sessions are included with the In Person Registration. Once the in person conference sells out, we may offer registration for On Demand Sessions starting mid-May and would be available through mid-August.
The FPA NorCal Conference is organized by a committee of volunteers representing the four FPA chapters in Northern California. The conference committee consists of experienced financial planners who are accustomed to working in a world of uncertainties.
The conference committee strives to provide top quality education and networking opportunities for our members. In planning an annual event of this magnitude, we can be faced with circumstances that are beyond our control such as travel delays, labor interruptions, earthquakes, or a multitude of unforeseen situations.
We appreciate your understanding that when an unforeseen situation arises, we will do everything in our power to mitigate the disruption to our members and still meet the conference objectives. Despite our planning experience, from time to time a speaker becomes ill, misses a flight, or cannot appear for some reason. We apologize for not being able to refund registration fees due to a speaker cancellation.
The possibility exists, although we believe the probability to be low, that an unforeseen event could disrupt the entire conference from occurring. Should the conference be cancelled, we may be able to provide partial refunds, but we cannot guarantee that we will be able to refund your entire registration fee, due to contractual obligations with the hotel and conference vendors.
We clearly cannot predict the future, however we will do our best to address the unforeseen circumstance if it arrives.
Continuing Education (CE)
CE credit is offered for CFP®, IAR, and CIMA®. We can provide you with a letter verifying your attendance that you may submit to other certifying or licensing bodies.
CFP® continuing education credit will be electronically filed by the FPA NorCal Conference for all individual attendees after the Conference on May 26 & 27, 2026 is closed, usually about 2 weeks after the conference.
IAR continuing education credit will be electronically filed by the FPA NorCal Conference for all individual attendees after the Conference on May 26 & 27, 2026 is closed, usually about 2 weeks after the conference. However, because this is a new process it may take longer. Thank you for your patience.
CIMA®, CPWA® and RMA® continuing education credit will be electronically filed by the FPA NorCal Conference for all individual attendees after the Conference on May 26 & 27, 2026 is closed, usually about 2 weeks after the conference. However, because this is a new process it may take longer. Thank you for your patience.
The deadline for any requests on changes or submitting of CE to CFP Board, FINRA (for IAR) and IWI (CIMA, CPWA, and RMA) is September 30, 2026. We will not process anything after this date.
On-Demand Sessions are included with the In Person Registration. We may offer registration for On Demand Sessions only after the in-person conference sells out.
For On Demand Sessions only CFP® CE Credits are available through the CFP® board. CE credits for FINRA (for IAR) and IWI (CIMA, CPWA and RMA) are only available at the in-person conference.
For On Demand Sessions only CFP® CE Credits are available through the CFP® board. CE credits for FINRA (for IAR) and IWI (CIMA, CPWA and RMA) are only available at the in-person conference.
To earn CE Credit for each session, you must watch the entire video uninterrupted. You cannot pause or fast forward the video. The quiz button will only appear when you watch the entire video length. You must take the quiz and pass it.
CE Credits will be submitted to the CFP® board every 2 weeks for the On Demand sessions. On Demand Sessions for CE credit are available Monday, June 8, 2026 through Monday, August 31, 2026
The FPA NorCal Conference will report all completed CE credits for sessions eligible for CE credit. We kindly ask attendees not to self-report to the CFP Board, as this can create duplicate entries and additional, unnecessary work for our volunteer committee members who handle CE reporting for all CFP® professionals.
The deadline for any requests on changes or submitting of CE to CFP Board, FINRA (for IAR) and IWI (CIMA, CPWA, and RMA) is Tuesday, September 30, 2026. We will not process anything after this date.
We are awaiting approval from CFP Board, NASAA, and IWI. We will update this site as CE is approved by each organization.
After the conference, CE is processed by our volunteer committee who are professionals who have practices to run and clients to serve.
The deadline for any requests on changes or submitting of CE to CFP Board, FINRA (for IAR) and IWI (CIMA, CPWA, and RMA) is Wednesday, September 30, 2026. We will not process anything after this date.
Hotel
The conference is held at The Palace Hotel, 2 New Montgomery St., San Francisco CA 94105.
The Palace Hotel offers a special room rate for this conference. For more information please visit the venue page or call the hotel directly at 888-627-7196 and identify yourself as a registered attendee for the 2024 FPA NorCal Conference.
The cost of parking at the Palace Hotel is very high. Attendees who drive to San Francisco may wish to arrive early, drop bags at the front of the hotel, and park at a nearby parking garage. There are several around the corner. Make a right at the first street past the hotel (Jessie Street), go down to the second block – there’s a garage on your left. Or continue to 3rd Street, make a right – the Hearst Garage (45 3rd Street) entrance is just past California Pizza Kitchen on the right.
There is also MOMA Garage at 147 Minna Street. From The Palace, continue on New Montgomery Street past Mission. Turn right on Howard, turn right on Third Street and right on Minna.
One more garage is the Moscone Center Garage at 255 Third Street. From the hotel, continue on New Montgomery Street, turn left on Mission, right on 2nd Street, right on Harrison, right on Third Street. The garage is after Folsom Street on the right.
WiFi
The hotel offers free WiFi in the lobby. Thanks to our Palladium WiFi Partners, the conference also provides free WiFi in the conference areas. Visit each day’s Palladium WiFi Partner in the Sunset Court to obtain the day’s WiFi code.
Conference Recordings and Materials
Professional Recording
Video recordings of workshop and keynote sessions are available to view through On Demand Sessions from June through August 2025.
Private Recording
Private recording is prohibited.
Speaker Materials
Speaker materials (PDFs) are available for attendees to download two weeks prior to the conference, and during the conference. Downloads are accessible via the website and the conference app. Materials are accessible/downloadable from the app or on the On Demand website from May 11, 2026 through August 31, 2026.