Financial Planning Association of Rhode Island

Proclamation
Governor Donald L. Carcieri declares the Week of October 1st to October 7th to be Financial Planning Week.
You are here: Home arrow Join
Join PDF Print E-mail
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.

Local Benefits

  • Continuing Education
    Our educational meetings highlight a range of technical and practical management issues. Attend all sessions to fulfill your annual continuing education requirements.

    Click here to view our upcoming events

  • 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.

  • Networking
    Attend the Half-Day Meetings and Regional Conference 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.

  • 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.

    • National Benefits

  • 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. Contact the FPA Planner Search at 800-282-PLAN or visit PlannerSearch.

  • Financial Planning Perspectives
    A series of topical, consumer-oriented articles designed to be used in your newsletter or press releases. These articles will help you to build recognition of your name and practice.

    • Member Catagories

  • Financial Planner Division — $345 (includes local chapter membership fee of $50) I am a CFP® licensee or I hold myself out to the public as a financial planner.

  • Financial Planner Division/Full Time Student— $145 (includes local chapter membership) I am a student enrolled full time in a CFP Board accredited program.

    		•