nurturing Expertise in the next generation of financial planning

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About WMpA

WMPA is made possible by industry donors who wish to support the rising generation of the financial planning profession. We believe that every donor, regardless of donation effort, is a hero, and we appreciate your support.

Our Mission

Welcome to the Wealth Management Professional Association. The Wealth Management Professional Association is a 501(c)(3) charity founded in 2024 based out of Rexburg Idaho and supported by financial planning alumni across the nation. The Wealth Management Professional Association meets the need to provide greater support, resources, and effort in empowering the next generation of financial planning. Below are details about the programs that the Wealth Management Professional Association provides to Financial Planning students and opportunities for donors to get involved. We believe that every donor, regardless of donation effort, is a hero, and we appreciate your support.

Donor Opportuniies

Current Donor Opportunities:

The Finance Academy - The Finance Academy providess an infrastructure for study groups (typcially cohorts of 10 students) to study for the Series 65 and then be reimbursed for the cost of study materials & exam fees upon passing their Series 65 exam. The cost per student is $500.

Future Donor Opportunities:

  • Additional Licensing Exams (SIE) $350 per student

  • CFP Exam Scholarships - $825 Per Student

  • EA Exam (IRS Enrolled Agent) - ~$1,100

  • T3 Competition Scholarships - ~$1,000 Per Student

  • General Academic Scholarships - $2,400 Per Student

  • Conference scholarships (NAPFA, XYPN, JOLT, Schwab IMPACT, FPA, FPA NorCal, GPCC) ~$1,000 per student

How Does WMPA WoRK

The Finance Academy - The Finance Academy providess an infrastructure for study groups (typcially cohorts of 10 students) to study for the Series 65 and then be reimbursed for the cost of study materials & exam fees upon passing their Series 65 exam. The cost per student is $500.

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Donation Process

ACH, Credit Card, Check, Wire, etc…

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DAF Donation Process

Donate via DAF

FAQ’s

  • WMPA is registered with the IRS as a 501c3 non-profit organization. All board members are volunteers.

  • The admin costs for WMPA are very minimal. WMPA and it’s board members receive no compensation, ensuring that every possible dollar goes to bless the lives of financial planning students.

  • Yes, we are a qualified charitable organization.

  • There are no limits, on our end! Certain donation methods (IE: Credit card, ACH, Wire) may have certain threshold limits, but you can donate via check or a DAF as alternative solutions.

    Your individual tax situation may impact the tax deductibility of your donations. Please reach out and we are happy to coordinate with your tax professional to find the best solution for you.

  • Zeffy is a 501c3 payment processing provider to qualified charities offering zero transaction fees. At the end of our donation page, Zeffy may solicit donations to them to support their mission. These are 100% optional.

  • Yes we are happy to assist with the coordination of matching donations. Currently we are aware of matching programs at Fidelity, LPL, & Ameriprise Financial.

    Please inform us of any matching donation programs at your financial planning organization.