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

  • April 8 - 12pm @ Iron Works - Advisor Trends w/ Pimco -> Register Here
  • May 13 - 10am Webinar - Private Credit Markets w/ Capital Group -> Register Here
  • June 10 - 12pm @ Iron Works - Capital Markets Update w/ Fidelity -> Register Here
  • August 12 - 10am Webinar - AI for Financial Professionals by Capital Group
  • September 9 - 12pm @ Iron Works - Estate Planning w/ Andy Nault
  • November 11 - 10am Webinar - Year End Planning by Capital Group

 

 

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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Advocacy

FPA of RI helps members be advocates for financial planning.

Advocacy Work

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Community Outreach Program- Lunch and Learn

The Lunch in Learn Series was developed by the FPA of RI in partnership with Bryant University to educate high school students about the field of financial planning and its numerous career opportunities.
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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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Partners

Member Partners

Sponsorship Form