FPA of Connecticut is committed to leading the financial planning profession by:

  • Empowering and supporting its members,
  • Educating the public, and
  • Bringing an informed and powerful voice to the legislative and regulatory process.

Mission Statement

Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning.  As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.

 

 

Chapter "Big Three" Events

Mark your calendars

2024 State Conference - April 24, 2024 at the Aqua Turf Club, Plantsville

Join us for FPACT’s 40th annual State Conference, the premier event in Connecticut for CFP® professionals and others engaged in financial planning!! Doors open at 7:15, Conference starts at 8, Happy Hour ends at 5:30, with breakfast & lunch.
Register today! Early Bird ends soon

Advisor Education Symposium

Thursday, September 12, 2024 at New Haven Country Club, Hamden, CT. Three sessions, with lunch from 8:30 to 12:30

Advisor Education Symposium

Thursday, November 14, 2024 at Enterprise Corporate Park, Shelton, CT. Three sessions, with lunch from 1:30 to 5, lunch at 12:45, followed by Annual Dinner at Il Palio, 5 Corporate Drive, Shelton

Virtual Town Halls with Chapter Leaders

Join us for these important conversations

Tuesday, March 5, 2024 from 4:30 to 5:30 pm

Register Here

Wednesday, March 6, 2024 from 12:00 to 1:00 pm

Register Here

Regional In-Person Events

Hartford County: NexGen Happy Hour

Thursday, March 21, 2024, 4:30 to 6:30 pm, World of Beers in Blue Back Square
Register Here

New Haven County: Happy Hour & Dinner

Date in May tbd

Hartford County: Happy Hour & Dinner

Tuesday, August 20 or 21st at Hill Stead Museum, Farmington

Fairfield County: Annual Dinner

Thursday, November 14, 2024 at Il Palio, 5 Corporate Drive, Shelton, CT

New Haven: Holiday Party

Date in December and Venue tbd

Virtual Secrets of Success Advisor Roundtables

Tuesday, May 14, 2024, 12:00 to 1:00 pm

Register Here

Tuesday, September 10, 2024, 12:00 to 1:00 pm

Register Here

Tuesday, December 10, 2024, 12:00 to 1:00 pm

Register Here

2023 Platinum Sponsors

2023 Gold Sponsors

Silver Sponsors