Regardless of where you are in your career, FPA is where you start or continue your journey to mastering the practice and business of financial planning, and being a part of driving the profession forward.  FPA of Charlotte offers a variety of continuing education opportunities throughout the year.  

Upcoming Events

All events are in person unless otherwise stated.

Mastering LinkedIn Webinar Series (April-July)

Hear from two experts who have made a career out of helping financial advisors make the most of LinkedIn.
Learn More

May 16

Member Appreciation BBQ Lunch - 6101 Carnegie Blvd, Charlotte - in the parking lot
Reserve your plate now

May 17 - Ethics Day

Annual Ethics for CFP and INS - Location: 1515 S Tryon Street - DFA offices

June 14 - Member Outing at Charlotte Knights

Sign Up Now

August 23-25- Regional Lunch & Learns

Charlotte, Asheville, Greensboro

September 27

Practice Management with Taylor Schulte

October 18 - Annual Symposium & Sponsor Expo

November 16

Practice Management - Succession Planning with Brooklyn Brock

Dates TBD

December | Second Harvest Community Service Days

December 13 - Tax Jeopardy!