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 Events

Advisor Education Symposium & Annual Lunch

Thursday, November 14, at 3 Corporate Dr., Shelton. 4 sessions with 3 CFP CEs pending. 8 to 2 with lunch at Il Palio, 5 Corporate Dr., Shelton.
Register Here

FPA NE - Taxes, Tea Leaves & Transfers

Thursday, November 21st, 12 to 1pm, Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for a 2024, Q4 - Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty
Register Here

Secrets of Success Advisor Roundtable, Virtual Event

Tuesday, December 10, Noon to 1
Registration OPEN

New Haven County: Holiday Party

Tuesday, December 10, at the Haven Beer Company. Join us for an early celebration of the holiday season over drinks & dinner. Come to the Board Meeting at 4. Get involved in our Chapter's activities. 5:15 to 8.

2025 State Conference

Wednesday, April 23rd, 2025, at Aqua Turf Club, 556 Mulberry Street, Plantsville, CT. Join us for FPACT's 41th annual State Conference, the premier event in Connecticut for CFP® professionals and others engaged in financial planning!!

Stay Current

Monthly Newsletter

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Event Calendar

See all the list of all upcoming FPACT events here
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Board of Directors

Sponsor Resource Directory

Guide to 2024-25 Sponsors

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Sponsor Index by Activity

2024 Platinum Sponsors

2024 Gold Sponsors

2024 BronzePlus Sponsors