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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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 Events
In New Haven County: Morning Education Meeting
Tuesday, May 14, 2 sessions, with breakfast. 2.5 CFP® CE Credits. Come to the Board Meeting at 11:45, with lunch. Get involved in our Chapter's activities. 8:30 to 11:30
In Hartford County: Board Meeting, Museum Tour, Happy Hour & Dinner
Wednesday, August 21, at Hill Stead Museum, 35 Mountain Road, Farmington. Your Board will meet nearby before for its annual Strategic Session. Tour the historic home & gardens. Join us for Happy Hour. Stay for dinner!
In Fairfield County: Morning Education Meeting
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