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

All events are in person unless otherwise stated.

January 18 - Investment Outlook 2022

Jim Reichard, CFP, CIM, CAIA | Managing Partner and Market Investment Executive, Bank of America

Thursday Wealth Webinar Four-Part Series (Feb-May)

Growing the Independent HNW Practice by Maximizing Long-Term Yield & Income | Presented by Markin Asset Management

February 4 | Student Success Summit

bringing aspiring financial planning students together from across the country to network and broaden their knowledge about a career in financial planning.

February 8

Practice Management - Virtual

February 15 - Lunch & Learn

An update on Global Bond Markets | Dimensional Funds

March 15-17 - Regional Lunch & Learns

Charlotte, Asheville, Greensboro | Presented by Invesco

LinkedIn Webinar Series (April-June)

Details coming soon.

Week of April 17

National Volunteer Week - Stay tuned for details on how you can get involved in financial literacy in the community.

May 17 - Ethics Day

June 7

Virtual CE

June 14 - Member Outing at Charlotte Knights

August 23-25- Regional Lunch & Learns

Charlotte, Asheville, Greensboro

September | Date TBD

Chapter Golf & Corn Hole Tournament

October 19 - Annual Symposium & Sponsor Expo

November 16

Practice Management

Dates TBD

December | Second Harvest Community Service Days

December 13 - Tax Jeopardy!