Join Us

The Financial Planning Association™ of Rhode Island, a chapter of the Financial Planning Association™, is a professional organization focused on professional development financial planning professionals and the education of the public in financial matters. We welcome all those who support the planning process and the CERTIFIED FINANCIAL PLANNER™ mark as the promise and future of the profession. Available Member Types

Member Benefits

• Networking: Attend the local meetings to network with other members and share ideas, advice and tips that enhance your practice. Join a committee and get involved! Develop friendships, help share the future of the profession and promote the CFP® designation as the advisor of choice.
• Continuing Education: Our educational meetings highlight a range of technical and practical management issues. Attend all sessions to
• Legislation: Through communication with the Rhode Island Securities Division, the Securities and Exchange Commission and the CFP Board of Standards, the FPA RI keeps you abreast of regulatory issues that may affect your practice.
• Mentoring: Benefit from the advice, counsel and wisdom of experiences CFP® practitioners as you build your career.
• Community Service: To give back to our community and to promote the CFP® designation, FPA of RI participates in the many community functions throughout the year.
• Planner Search: FPA members may sign up for the FPA Planner Search. Consumers who contact the FPA looking to retain a CFP® licensee are provided with the names of referred participants in their geographical area.
• Journal of Financial Planning: Award winning, peer-reviewed, monthly publication featuring the profession's thought leaders.
• Annual Conference and Exposition: Provides premier education, networking, continuing education credits & career development.
• Virtual Learning Center: Free online educational opportunities. Consumer Media Awareness Helping to make the consumer understand the value of financial planning profession.
• FPA Press: Provides wise and insightful publications that cultivate the body of knowledge and answer the needs of financial planning professionals.