FAQ & Policies

Attire is business casual. More importantly, remember to bring comfortable shoes and extra layers as temperatures in meeting rooms can get chilly. 

FPA SHIFT™ 2026 will be held at the Hilton La Jolla Torrey Pines from April 20-22, 2026. 

To learn more about membership or ask questions about your current membership, please contact the member services team at info@onefpa.org.

To learn more about partnering with FPA, please contact the strategic partnerships team at strategicpartnerships@onefpa.org.

FPA has partnered directly with the  Hilton La Jolla Torrey Pines to provide discounted nightly rates at the resort for event participants. To book accommodations, please click here.

Please note, FPA books directly with the hotel and does not use any third-party vendors. If you receive communications from a third-party offering discounts, please notify FPA immediately. This is a scam and not a company endorsed by FPA. 

Hotel check-in is 4 PM, check-out is 11 AM. 

Reservations made through the Hilton La Jolla Torrey Pines for FPA SHIFT™ may be canceled up to 72 hours prior to the arrival date without a cancellation fee or penalty. 

Room reservations may be booked at the contracted rate until March 30, 2026 or until the block is sold out. After this date, rates and availability are not guaranteed.

No, the hotel does not offer a shuttle.  

San Diego International Airport (SAN) is located 16.4 miles from the hotel. 

Registration is now open! Please register here. 

Event registration includes access to all education breakout sessions, keynote sessions, and meal functions (breakfast, lunch, dinner and coffee breaks as indicated on the schedule). 

The deadline to register for FPA SHIFT™ is March 16, 2026.

Yes! FPA Chapter Leaders receive $100 off their registration applied automatically.

Yes! Active Aspiring category members of FPA receive $150 off their registration applied automatically.

Yes! Current Academic category members of FPA receive $150 off their registration applied automatically.

No, all content and sessions are included in your registration and do not need to be selected ahead of time. 

Yes! Group of 5+ are eligible for a 10% discount. Fill out this form and a member of our team will follow up with you.  

Cancellation and refund requests must be made in writing to info@onefpa.org and a refund of all fees, less a $100 administrative fee, will be given if made by March 27, 2026. Refunds will be returned to the original payer and in the original method of payment. 
 
Please note that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than March 27, 2026. After this date, no refund considerations will be made. 
 
A transfer of your full registration fees to another individual is permitted prior to the conference start date and must be submitted in writing to info@onefpa.org. 
 
Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Registration costs and other fees from this event cannot be transferred to another program, event or membership dues. Badge sharing, splitting and reprints are strictly prohibited. 
 
Samples of relevant and supporting documentation for cancellation include but are not limited to: 
 
Medical Issue 
A signed letter from physician/medical provider stating 
1. The date(s) of the onset and duration of the condition and 
2. How the condition impaired your ability to attend the conference. 
Please do NOT send medical records or bills. 
 
Military Duty 
Deployment orders/PCS orders/TDY orders; memo from Commanding Officer to address issues not covered by military orders. Generally, we require memos from 0-5’s and above. 
Death of Immediate Family Member 
Death certificate or obituary. The submitted documentation must show date of death and family relationship. 

If for any reason beyond our control FPA SHIFT™ is not permitted to take place, attendee registration will be refunded in full. 

FPA reserves the right to cancel any event due to low enrollment or other circumstances which would make the event non-viable. If FPA cancels the event, participants will be offered a full refund. Should circumstances arise that result in the postponement of the event, FPA has the right to issue a full refund or transfer the registration to the same event at the new, future date. FPA will not be responsible for any participant’s expenses related to the cancellation or postponement of the event.

Historically, the conference has been able to offer participants a minimum of 8 hours of CFP® CE credit. 

FPA applies for acceptance from the CFP Board and reports continuing education to the CFP Board on behalf of all conference attendees. CFP Board has final authority on the acceptance of eligible sessions. 

To receive CE credit you will need to complete the session evaluation survey in the conference mobile app. 

FPA will automatically report credit to CFP Board within three weeks of the conference. Please be certain FPA has your CFP Board ID by logging into your FPA account and checking your profile. If you hold additional designations, you will need to self-report credit to the appropriate association or board.   

If you hold other designations, you will need to self-report credit to the other associations or boards, including the Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE), Investments and Wealth Institute (CIMA) and American Institute of CPAs (AICPA). Each agency, board or organization has the final authority on the acceptance of credit.