Join Us

Come in. We've been expecting you.

 

Welcome to FPA, the association for CFP® professionals and those who support the financial planning process. FPA is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our long standing support of this highly respected designation. At FPA, we help connect all in our membership - CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession - in a variety of unique and compelling ways.

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.

 

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 experienced 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 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 to understand the value of the financial planning profession.

 

FPA PRESS. Provides wise and insightful publications that cultivate the body of knowledge and answers the needs of financial planning professionals.

To join the FPA please click here. Feel free to contact the Rhode Island President

Steve Johnson at stevej@jlwealth.com or Jean Nagle

at jeann@iirai.com with any questions.

Copyright © 2019 Financial Planning Association of Rhode Island