What is the FPA®?

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA of Rhode Island is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.

Chapter Events

  • March 13th @ Iron Works - Creating a Platinum Practice w/MFS -->Register Here
  • April 24th @ Brewed Awakenings - Economic Update Breakfast w/ Vanguard
  • May 15th @ Iron Works - Retain Your Brain w/ Hartford Funds
  • July 15 - Summer Social
  • September 11 @ U-Club - CFP Ethics Presentation
  • November 13 @ Iron Works - Behavioral Finance w/ Pimco
  • December 11 - Holiday Gathering

 

 

Practice Support

FPA of RI supports members with business insights and vast savings on the tools they need.

FPA Member Benefits

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Monthly Meetings @ Iron Works

Delicious lunch and CEs!
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Learning

FPA of RI provides current and future members with relevant and accessible educational content.
Rhode Island Professional Day

Rhode Island Professional Day

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Advocacy

FPA of RI helps members be advocates for financial planning.

RI Financial Planning Day

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Advocacy Work

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Networking

FPA of RI provides unmatched networking with a vibrant community of planners.

FPA of RI Next Gen

Meet other financial planners who have recently begun their journey!
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Sponsors

Platinum Partner

Gold Partners

Member Partners

2023 Sponsorship Form