Regardless of where you are in your career, FPA is where you start or continue your journey to mastering the practice and business of financial planning, and being a part of driving the profession forward.  FPA of Charlotte offers a variety of continuing education opportunities throughout the year.  

Upcoming Events

The Importance of Personal Property in Estate Planning and Settlement (1 CFP CE)

April 20 | 12pm-1pm| Presented by The Estate Lady and Author, Julie Hall


April 27 | 9am-10am | Continue the conversation started when Julie Hall presented at the April 20 CE session by reading her book, The Boomer Burden and discussing it with your peers.

FPA NC Women In Finance Small Group

May 6 | 12pm-1pm | FPAC is excited to collaborate with the FPA of the Triangle for a Women's Initiative Meeting to connect women in finance across the state! This meeting will be a roundtable type open discussion with member introductions and networking.

Family Philanthropy | May 11

May 11 | 2pm-3pm | Presented by the American Heart Association. A panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools.

Ethics (2 CFP Ethics CE, 3 INS Ethics CE*)

May 18 | 9am-12pm | Presented by Harry Greyard

ESG: Why Responsible Investing is Important to Your Business (1 CFP CE)

June 15 | 12pm-1pm | A look at the evolution of responsible investment approaches and the potential influence of Environmental, Social and Governance (ESG) factors on performance. Presented by Mary Margaret Downing, Amundi

June 25 | 11am | Retirement Portfolio Planning in Unprecedented Times (1 CFP CE)

This wide-ranging presentation will delve into the implications of the pandemic and related economic weaknesses on retirement planning and provide concrete takeaways for people affected by them.

Real Estate After The Pandemic (1 CFP CE)

July 20 | 2pm-3pm | How does the “Work From Home” trend impact commercial Real Estate? Which sectors of the Real Estate market will be the winners and losers from the Pandemic? And much more from John Corcoran, Senior Client Portfolio Manager with Invesco

Understanding Bitcoin & Digital Assets (1 CFP CE)

August 17 | 12pm-1pm | Those attending will learn some of the most important technical details of Bitcoin, which will set the stage for investment theses, as well as further understanding of Digital Assets. Presented by Adam Blumberg, Interaxis

What You Can Find When Reading A Tax Return (1 CFP CE)

September 21 | 12pm-1pm | Presented by: Kevin Lozer, Holistiplan

October 21-22


November 16 | 12pm-1pm

Diversity & Inclusion

Tax Jeopardy! (1 CFP CE)

December 14 | 12pm-1pm | Join us for this fun-filled, educational session that is sure to get you in the spirit!