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.
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
Secrets of Success Advisor Roundtable, Virtual Event
Tuesday, December 10, Noon to 1
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!!