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

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.

Benefits of Real Assets in an Inflationary & Rising Tax Environment (1 CFP CE)

July 20 | 12pm-1pm | John Corcoran, Senior Client Portfolio Manager with Invesco. Discussion of the benefits to investor portfolios of exposure to real assets in an environment marked by rising inflation, interest rates and taxes

August 19 | 12pm-1pm

10 Warning Signs of Alzheimer's

The Future of Tax Planning is Here (1 CFP CE)

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

October 21-22 | ANNUAL SYMPOSIUM


Understanding Bitcoin & Digital Assets (1 CFP CE)

November 16 | 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

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!