Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Triad areas as well as the Upstate of South Carolina. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally. In addition, we offer career center postings and other valuable resources free of charge.

Chapter Events

August 18 - Monthly Meeting

4:30-5:30pm | VIRTUAL
Click to Register

September 23 & 24 - ANNUAL SYMPOSIUM

8am-12pm Both Days | VIRTUAL | Dynamic Speakers, Sponsor Expo, & Virtual Networking
More Information & Registration

October 20 - Monthly Meeting

11:30am-1:00pm | Location TBD
Click to Register

November 17 - Monthly Meeting

11:30am-1:00pm | Location TBD | Nonprofit Showcase
Click to Register

December 15 - Monthly Meeting

11:30am-1:00pm | Location TBD
Click to Register

Sponsors and Partners

Thank you to our 2020 sponsors and partners!
Fairway Mortgage | Derek Helms
Bank OZK
Foundation for the Carolinas
Towne Bank
DPL Financial Partners
Greer Walker CPAs & Business Advisors
Management Services International