Financial Planning Association® (FPA®) is a powerful resource for CFP® Professionals and Financial Planning Professionals who seek advancement in a dynamic, growing profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning.

Quarterly Education Meetings:

November 10 - Register today! Location TBD- hoping to be back in person.

Tuesday @ 2 with FPAOC 
Join the conversation with other FPAOC members as we share and strategize in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions. Learn more about these meetings. 

NexGen Events
Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us. Learn more about these meetings. 

Monthly Study Group with FPAOC
Meet with your peers to both share and acquire the collective knowledge of the group. Registrants will receive the Zoom link and applicable meeting materials. We welcome and encourage you to submit interesting topics and case scenarios for future discussion. Please forward your submissions to Brian Ephraim.
Learn more about these meetings. 

September 2021 Events:
Tuesday at 2
Study Group
NexGen

October 2021 Events:

Tuesday at 2
Study Group

November 2021 Events:

QEM
Tuesday at 2
Study Group
NexGen

December 2021 Events