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, and networking opportunities for our members and associated professionals. In addition FPA – RI is extensively involved in community outreach. Our goal is to provide the consumer with the resources necessary to make sound financial decisions.
The mission of the Financial Planning Association of Rhode Island is to be the financial planning resource for the public and planners in the state of Rhode Island. We seek to foster the value of financial planning and to advance the financial planning profession. Our goal is to promote public awareness and understanding of financial planning and the role and competency of financial planning professionals. We welcome all those who support the planning process and the CERTIFIED FINANCIAL PLANNER™ mark as the promise and future of the profession.
The FPA’s core values reflect our dedication to competency, integrity, developing lasting relationships with the community and stewardship.