Many people begin the year with great optimism: this will be the year when they address their financial concerns and develop a plan for pursuing their financial goals. To help untangle the many confusing financial challenges people face, Certified Financial PlannerTM certificants from the FPA wi...
The FPA of Rhode Island - is a nonprofit corporation organized under the laws of the State of Rhode Island. Our organization exists to further the success of the financial planning profession. We develop programs and services that include monthly meetings, educational presentations, special events...
CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Most CFP professionals have earned a four-year college degree in a finance-related field, and have completed a course of study in financial planning app...
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This website offers information and a method to communicate about financial planning topics and the planning process, both for professionals in the field and for members of the public. Use the tabs at the top of this page to access sites with information appropriate to your interest. Members of the public may want to try the "Planners Search” as well as announcements of our Pro-Bono activities, while FPA members will find "Events" and “Local Resources” have information designed to meet their needs.
Please tell us what you think and how we can make this site more useful to you. E-mail this year's officers with your thoughts and concerns (see the "Officer" area for e-mail addresses and phone numbers). We look forward to getting to know you! |
Welcome to the Financial Planning Association of Rhode Island, the financial planning community for the public and for planners here in the state. We seek to foster the value of financial planning and to advance the financial planning profession. We encourage all who support the planning process and the CERTIFIED FINANCIAL PLANNER™ mark as the promise and future of the profession. The CFP® certification offers the public a consistent and credible symbol of professional competence and integrity.