FPA of Western New York

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!

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