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.
KEY Executive Offices
A full-service Executive Office Suites center in Marlborough, MA. Conveniently located at the junction of Route 495 and Route 20. FPA MEMBERS: Sign a 3 month lease and receive 2 months free!
Datasafe Information Services
Datasafe Information Services, a full-service information security firm that assists businesses in complying with the requirements of the Gramm-Leach-Bliley Act.
JoS. A. Banks Clothiers
Invest in a better image. This new benefit will help you diversify your business attire as well as pay attention to the value category.
Just to name a few of our benefits. More benefits added every year...so
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