Congratulations Jonatan Toledo- FPA MA’s Scholarship Winner

" I have experienced firsthand the transformational impact that having access to different educational opportunities can have in someone’s life and helping people understand their overall financial situation, their options and how their decisions affect their present...

June 24: Webinar: Your Medicare Questions Answered with Susan Flanagan

Join us June 24th from 12-12:45 pm Q/A by Susan Flanagan: Senior Plan Consultant Blue Cross Blue Shield of Massachusetts    

June 11: Virtual Cape Cod Practice Group

June 11th Virtual Cape Cod Practice Group from 9:00 to 10:00 am Breaking Down a Broken Market- A Deeper Look Into Municipal Bonds: Nick Foley, Senior Portfolio Manager of Segall Bryant & Hamill Advisor Do’s and Dont’s of Digital Marketing: Ryan DeSola of the...

Helping you help your clients

As we work hard to provide ongoing support to the entire financial planning community, FPA will be offering free online learning opportunities (live webinars and on-demand recordings) to build, refresh and strengthen the skills and knowledge that can help you help...

June 4: Wicked Good “Virtual” Talks

Join us for the June 4th Virtual Wicked Good Talks   CFP® Ethics with Marguerita Cheng, CFP®, RICP®, CEO Blue Ocean Global Wealth Tax and Retirement Planning after the Pandemic: Jeff Levine, CPA/PFS, CFP®: Lead Planning Nerd at Kitces.com Morning and Evening Sessions...

FPA Volatility Resource Center

Whether you're a member, chapter leader or chapter executive, FPA wants to support you as you cope with the recent turmoil in the markets stemming from the spread of COVID-19 (the Coronavirus). Financial planning is a global profession and FPA is proud to have as its...

About the Financial Planning Association of Massachusetts

Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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