FPA of Connecticut is committed to leading the financial planning profession by:
- Empowering and supporting its members,
- Educating the public, and
- Bringing an informed and powerful voice to the legislative and regulatory process.
Mission Statement
Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.
Chapter "Big Three" Events
Mark your calendars
April President's Letter
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2024 State Conference - April 24, 2024 at the Aqua Turf Club, Plantsville
Join us for FPACT’s 40th annual State Conference, the premier event in Connecticut for CFP® professionals and others engaged in financial planning!! Doors open at 7:15, Conference starts at 8, Happy Hour ends at 5:30, with breakfast & lunch.
Advisor Education Symposium
Thursday, September 12, 2024 at New Haven Country Club, Hamden, CT. Three sessions, with breakfast from 8 to 12:15.
Advisor Education Symposium
Thursday, November 14, 2024 at Enterprise Corporate Park, Shelton, CT. Three sessions, with lunch from 1:30 to 5, lunch at 12:45, followed by Annual Dinner at Il Palio, 5 Corporate Drive, Shelton
Regional In-Person Events
In New Haven County: Morning Education Event
Tuesday, May 14, 2 sessions, with breakfast. 2.5 CFP® CE Credits (approval expected). Come to the Board Meeting at 11:45. Get involved in our Chapter's activities. 8:30 to 11:30
In Hartford County: Museum Tour, Happy Hour & Dinner
Wednesday, August 21, at Hill-Stead Museum, 35 Mountain Road, Farmington Tour the historic home & gardens. Join us for Happy Hour. Stay for Dinner. Your Board will meet nearby before for its annual Strategy Session!
In Fairfield County: Morning Education Event
Date in October TBD. 2 sessions, with breakfast. 2.5 CFP® CE Credits (approval expected). 8:30 to 11:30
In Fairfield County: Annual Dinner
Thursday, November 14, 2024 at Il Palio, 5 Corporate Drive, Shelton. Come to the Symposium then join us for drinks & dinner. 5:15 to 8, after Advisor Education Symposium
In Hartford or New Haven County: Holiday Party
Date in December and Venue TBD. Join us for an early celebration of the holiday season over drinks & dinner. Come to the Board meeting at 4. Get involved in our Chapter's activities. 5:15 to 8