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Save the Date - April 26, 2023, FPA Connecticut Planners Conference...Aqua Turf Club, Southington

Covid Safety Policy: The FPA of CT State Conference will be held in person while following FPA National’s event policy regarding COVID protocols to minimize risk for all attending our conference this year. This policy requires all participants to submit either proof of full vaccination as defined by the CDC against COVID-19 or a negative COVID test 72 hours prior to arrival onsite. All attendees will be required to provide documentation in order to attend the conference. Instructions on how to safely and securely provide the required documentation will be sent to those registered closer to the event date. Note that this documentation requirement may be revised or waived to conform with changes in FPA National policy and CDC recommendations. In addition, all attendees must acknowledge and accept the terms and conditions contained in our COVID-19 Liability Waiver and Affirmation of Conduct Restrictions (click here to read the waiver).

FPA of Connecticut board initiatives for 2022:
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® CT Chapter

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, October 26 FPA Connecticut Presents Webinar - Starting Over after 50: What A Financial Advisor Needs to Know about Divorced Women

Thursday, October 27 FPA Connecticut Presents Happy Hour – Capital Grille (Stamford)

Wednesday, November 2 FPA Connecticut Presents Advisor Education Symposium (includes morning Ethics Course with CFP CE)

Thursday, November 10 FPA Connecticut Presents Ladies Only Advisor Social

Wednesday, December 14 FPA Connecticut Presents Holiday Social for FPA Members

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

 Thank you to all speakers, sponsors and attendees for participating in the 2022 FPA CT Planners Conference!

2022 Platinum Sponsors:





2022 Gold Sponsors:





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

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.

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