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.
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.
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.
Check out our program flier
Please put these dates into your calendar, we look forward to seeing you there!
October 4th, 2023 - Fall Symposium - REGISTER NOW
November 8th, 2023
December 13th, 2023
January 10th, 2024
February 14th, 2024
March 13th, 2024
April 10th, 2024
May 8th, 2024
June 12th, 2024
September 11th, 2024