What is the FPA®?

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA of Rhode Island is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.

Chapter Events

  • May 15th @ Iron Works - Retain Your Brain w/ Hartford Funds --> Register Here
  • July 16 - Newport Harbor Cruise w/ Harbor Funds & Meketa Capital
  • September 11 @ U-Club - CFP Ethics Presentation
  • November 13 @ Iron Works - Behavioral Finance w/ Pimco
  • December 11 - Holiday Gathering

 

 

Practice Support

FPA of RI supports members with business insights and vast savings on the tools they need.

FPA Member Benefits

Learn More

Monthly Meetings @ Iron Works

Delicious lunch and CEs!
Learn More

Advocacy

FPA of RI helps members be advocates for financial planning.

Advocacy Work

Learn More!

Networking

FPA of RI provides unmatched networking with a vibrant community of planners.

FPA of RI Next Gen

Meet other financial planners who have recently begun their journey!
Learn More!

Community Outreach Program- Lunch and Learn

The Lunch in Learn Series was developed by the FPA of RI in partnership with Bryant University to educate high school students about the field of financial planning and its numerous career opportunities.
Learn More!

Partners

Member Partners

Sponsorship Form