Online event

Carolinas FPA Symposium 2021



A premier, virtual conference featuring nationally acclaimed, leading speakers in the financial planning profession over two half days of online engagement. Continuing education approval for all sessions has been requested for the following: CFP, NCDOI, and SCDOI. CPAs and CIMAs can self report when you request the self-reporting form.

The Carolinas FPA Symposium is a collaboration of three chapters: FPA of Charlotte, South Carolina and the Triangle.  This year's virtual conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you. 

Join us for this opportunity to learn from top minds, engage with your peers and our corporate partners, and come together for the financial planning profession's most important conversations.

Thursday, October 21 2021

8:00 A.M. - 12:30 P.M. ET followed by virtual lunch with breakout rooms

1:30 P.M. - 3:30 P.M. ET Ethics (CFP 2 hours)

Friday, October 22, 2021

8:00 A.M. - 12:30 P.M. ET       

1:00 P.M. - 2:00 P.M. ET Ethics (3rd hour for insurance)

Refund policy

Additional details here

General Financial Planning Principles
Practice Management
Career stage
Learning / Aspiring