FPA Connecticut - FPA Chapters in Connecticut

About the 2021 Conference

We're staging our 2021 State Conference with Hopin! What’s Hopin? It isn’t like any other virtual platform we’ve seen. It's a compelling virtual replication of a physical event! We’ve lined up four great keynote speakers. You’ll receive up to seven hours of CFP® CE Credit and four hours for Connecticut insurance licensees. You’ll hear from our board and we’ll finish the conference with a wine tasting. Learn More

FPA of Connecticut board initiatives for 2021:

As always, offer great programming and networking events for you.

Pro Bono opportunities. If you are looking for ways to give back to the community working with the public or being a guest speaker teaching a Personal Finance class at your local high school, we will be offering a number of statewide opportunities for you to do so.

Statewide Speakers Bureau. Throughout the year, we receive numerous requests for speakers from a variety of sources, and we are in the process of building a platform that will connect those speaking needs with our members.

Internship Program. We are building a network, exclusive to members, that will connect you with interns through our state colleges and universities.

Succession Planning. Our goal is to build an exchange for current members that may be retiring/transitioning while linking in the Next Generation members as well who may be looking for ownership opportunities.

These are just some of the things your FPA of Connecticut board is working on. We know that you have several choices to make when it comes to the financial planning trade membership organizations, and we’d like you to know that we appreciate your choosing the FPA and truly value you as a member of our Chapter.

FPA® Chapters in Connecticut

Reasons for Planning FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it. As a member of FPA, you are never alone. You are part of a community of more than 28,000 members, all pulling together for those we serve. We are the heart of financial planning, linking you to educational opportunities, on-line discussions, career enhancement tools, seminars and publications, and more.

Learn More.

Upcoming Events

Wednesday, May 26 FPA Connecticut Presents Identity Theft: Prepare. Protect. Prevent.

Wednesday, June 2 FPA Connecticut Presents Significant New FAFSA Changes That Will Impact Your Clients

Search for all upcoming and past event details in our Event Calendar

Spring Conference

Annual Conference Memories

2021 Gold Sponsors:

Pages at FPA headquarters:

Links below leave this website

Have a question or need to contact us? Use the information below to mail, call, fax or email us.

Connecticut Chapter

Jaclyn Farnham

Chapter Executive

Mailing address: 95 West St

Rocky Hill, CT 06067
(860) 721-7400 Voice
(860) 721-7406 Fax
Click/Tap for email address

Lori Somerville
Chapter Executive
Mailing address: 175 South End Road, #A2
East Haven, CT 06512
(877) 777-0600 Voice
Click/Tap for email address.org

Albertus Magnus College offers the only CFP® Board Registered Undergraduate program in Connecticut. Click here for details.

Fairfield University offers the CFP® Certificate program. Click here for details.

Let the FPA Career Center Find Your Next Employee If you are looking to hire an employee, you will want to visit the FPA online Career Center. The Career Center attracts qualified, professional candidates committed to the financial planning process, and they demonstrate that commitment through their skills, work experience and education. On the Career Center, you can post an open position in your firm, or review resumes of potential employees. The Career Center is one of the most visited areas on FPA's website, so if you are looking to hire a new employee, you will want to take advantage of this member benefit.