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

  • June 14th - Long Term Care Panel Discussion --> Register Here
  • September 13th - Fixed Income/Inflation w/ Mark Schug of Osterweis Capital Managment
  • October 11th - CFP Ethics Presentation
  • November 8th- Alternative Investments w/ Michael Ashley of LoCorr Funds




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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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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FPA of RI helps members be advocates for financial planning.

RI Financial Planning Day

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Advocacy Work

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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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Platinum Partner

Gold Partners

Member Partners

2023 Sponsorship Form