Enhance your Expertise at the 23rd Annual Symposium with FPA of the Triangle
The full-day symposium includes seven (7) hours of CFP and NCDOI continuing education credits and valuable networking, along with a light breakfast, hearty lunch, and snacks to keep you refreshed and engaged all day long.
Registration closes on October 28, 2025
Fall Symposium Schedule
Pre-Symposium Social at Raleigh Brewing
Plus, kick things off the evening before at our Pre-Symposium Social at Raleigh Brewing on October 29, 2025—a perfect opportunity to connect, relax, and start networking early.
Thank you to BC Brokerage for sponsoring this event!
October 29th from 5pm-7pm
Raleigh Brewing: 3709 Neil St, Raleigh NC 27607
Topic
Education Planning
General Financial Planning Principles
Healthcare Planning
Investment Planning
Marketing
Psychology of Financial Planning
Research
Risk Management & Insurance Planning
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Operations
Marketing & Communications
Compliance
Academic/Faculty
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career
Event Sponsors
Pre-Symposium Networking Event Sponsor