Mission Statement

The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.

Vision Statement

The Financial Planning Association of Western New York will remain the region’s premier financial planning organization providing benefits to members and promoting awareness of the vital role of financial planning for the public.

History

On January 1, 2000, the Financial Planning Association® (FPA®) opened its doors as the new membership association for nearly 30,000 financial planners, allied professionals and organizations that advance the financial planning process. Created by unification of the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP), FPA is the strongest collective voice of financial planning in the history of the profession.

Sponsorship Program

Check out our program flier

Chapter Events

Please put these dates into your calendar, we look forward to seeing you there!

June 15th, 2022

September 14th, 2022

October 12th, 2022

November 9th, 2022

December 14th, 2022

January 11th, 2023

February 8th, 2023

March 8th, 2023

April 12th, 2023

May 10th, 2023

June 14th, 2023