The Financial Planning Association of Massachusetts
Gold Level Chapter
FPAMA Partners
Managers Investment Group LLC
Bentley College
Poli Mortgage
Charles Schwab
Thornburg Investments
TIAA-CREF
William Blair Funds
Chubb Personal Insurance
Virgin Money
FBR Funds
Forward Funds
Pimco Funds
Julius Baer
Lincoln Financial
AIM Investments/
   Powershares

John Hancock
Laserfiche
Putnam Investments
Pioneer Investments
First Call Mortgage Company, Inc.
 
   
  The Financial Planning Association™ of Massachusetts, a chapter of the Financial Planning Association™, is a professional organization focused on professional development and education of financial planning professionals.  
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Continuing Education
Our educational meetings highlight a range of technical and practice management issues. Attend all sessions to fulfill your annual continuing education requirements. Recent speakers include Natalie Choate, Steve Leimberg, Bob Veres, Dick Hoey, Ron Mullenkamp, Katherine Vessenes, Mark Tibergian, Jessica Bibliowicz, and Sheryl Garrett.

Click here to view and sign-up for our upcoming educational meetings.

Legislation
Through communication with the Commonwealth of Massachusetts Securities Division, the Securities and Exchange Commission and the CFP Board of Standards, the FPA MA keeps you abreast of regulatory issues that may affect your practice via fax broadcast and local newsletter.

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.

Buddy System
Attend a FPA MA meeting and pair up with a CFP® practitioner who will answer your questions one-on-one and introduce you to other members. This informal program is a great way to develop new business relationships.

Career Assistance
The FPA assists in job searching by providing information about career opportunities and allowing you to share your resume with potential employers on their website.

Community Service
To give back to our community and to promote the CFP® designation, FPA of MA participates in the Boston Herald's Financial Hotline, local financial fairs and the WGBH Pledge Drive.

The Planner
Receive an award winning quarterly newsletter filled with information, local matters, legislation and useful information.

Mass Buying Power
As a member of the FPA of Massachusetts you can save money on a wide variety of goods and services such as automobiles, digital wireless phones, central air conditioning, home heating oil, Massachusetts auto insurance, home mortgages and equity lines/loans, cruises, tours and more.

SBSB Health Insurance programs
Affordable quality health insurance continues to be identified as a pressing need of our membership. In our continuing effort to provide value and meet your needs, FPA MA is working with Small Business Service Bureau Inc. (SBSB) to bring you quality health insurance programs. SBSB offers a choice of plans from local health insurance providers, including: Harvard Pilgrim Health Care, Tufts Health Plan, Fallon Community Health Plan, Aetna, CIGNA Dental, Delta Dental and Neighborhood Health Plan.

Boston University
Boston University's Program for Financial Planners is nationally recognized as a leader in financial planning education since 1985. The Boston University Online Program for Financial Planners continues this tradition of excellence, and fulfills CFP Board's education requirement for the CFP® certification examination.

As a benefit to FPA members, BU offers an instant $600 reduction in online tuition towards all six courses. For just $1995, students have access to the entire online curriculum, including all content, quizzes and even exams, for an 18 month period. Individual courses can be purchased for a 10% savings off the regular tuition price of $525. Start earning your Boston University Certificate of Completion today!

Staples Business Advantage
Staples Business Advantage (SBA) is happy to announce it's partnership with the FPA MA. SBA is the business-to-business division of Staples, Inc. This program can save an average 15-20% off retail prices found in the Staples Store or Staples.com.

Just to name a few of our benefits. More benefits added every year...so Join Today
 
 

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.

 
 

Membership Categories are as follows:

Financial Planner Division — $295 (includes local chapter membership) 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.

Corporate and Broker Dealer memberships for organizations are available in FPA. For more information about how your organization can join, call 800-322-4237.

 
   
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