FPA Partners with bQuest to Equip Financial Planners for the Longevity Era

New educational program equips financial planners with both the framework and practical tools to address clients' evolving health, housing, caregiving, and legacy needs.

DENVER (November 11, 2026) - According to AARP and the National Alliance for Caregiving, over 63 million Americans are caring for aging family members, which means the financial planning community is positioned to provide a critical layer of support. To help financial planners best serve this growing client demographic, the Financial Planning Association^® (FPA^®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER^® professionals, has partnered with bQuest, a leading provider of longevity services and education, to launch the Longevity Planning Foundations Program.

The new program, available through FPA's online learning center, comes as retirement can last for multiple decades and consumer questions for financial planners evolve and grow more complex.

"The financial and emotional toll caregiving has on millions of American families is substantial and must be incorporated into the comprehensive financial planning process," explained Dennis Moore, MBA, CFP^®, FPA chief executive officer. "It's vital that these conversations are happening and that plans are developed so the next generation isn't adversely impacted. This new educational program with bQuest will empower our members to begin having those conversations immediately with their clients so they can positively impact the caregiving decisions their clients are grappling with today."

The Longevity Planning Foundations Program helps financial planners proactively address the complex decisions that come with longer lives, including health, housing, caregiving, legal readiness, legacy planning, and finances. Built around five pillars of readiness, including Health, Home and Community, Family and Support, Legal and Legacy, and Financial, the program follows a case study family over a decade, pairing key life decisions with insights from practicing CFP^® professionals, instruction on each pillar, and subject-matter expert interviews.

Financial planners who complete the program leave with insightful questions to ask clients, a framework for raising longevity issues before a crisis, a way to incorporate longevity review into annual planning, and prioritized next steps, including an opportunity to complete a longevity readiness assessment.

"Financial planners are uniquely positioned to help clients and families prepare for the opportunities and complexities that come with living longer," said Lauren Clough, Co-Founder and CEO of bQuest. "Longevity planning builds on the trusted relationships advisors already have, bringing greater awareness and intention to the health, housing, caregiving, and family decisions that inevitably intersect with financial well-being. We're incredibly proud to partner with FPA to make this education accessible and equip more financial planners with practical tools to confidently guide these conversations. Together, we're helping make longevity planning a standard part of the comprehensive financial planning experience."

The on-demand, self-paced program is instructed by Lauren Clough, CEO of bQuest, and includes expert insights and instruction by Ranie Verby, CPA, CFP^®, Director of Practice Management at Plancorp, and Sarah Mouser, CFP^®, Executive Vice President of Financial Planning at Merit Financial Advisors. By participating, financial planners can create an actionable 90-day path to incorporate longevity planning into their client meeting schedule.

The Longevity Planning Foundations Program, which qualifies for four (4) CFP^® CE credits, is available now for FPA members for $199 and nonmembers for $299. An informational webinar about the program will be held November 18 at 2:00 p.m. ET for financial planners interested in learning more about the program.

For more information about FPA or to join the organization, visit www.financialplanningassociation.org.

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About the Financial Planning Association
The Financial Planning Association^® (FPA^®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER^® professionals and those engaged in the financial planning process. FPA is the CFP^® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.

About bQuest

bQuest is a technology-driven aging care and longevity planning intelligence platform built exclusively for financial advisors. Designed to integrate seamlessly into advisor workflows, bQuest enables advisors to support clients and families through critical life transitions, from aging in place and caregiving, to hospice and estate matters, without sacrificing efficiency or focus. bQuest combines a curated provider network, digital access, and marketing tools to help advisors grow trust, deliver holistic service, and strengthen client loyalty across generations. Learn more at www.thebquest.com.