June 10: NexGen Cross Industry Virtual Networking Event

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fifth annual (and second virtual!) inter-organizational networking event! The...

May 18: How to Successfully Break into the Financial Planning Field

May 18th @ 6pm Join NexGen for an amazing panel lead discussion on How to Successfully Break into the Financial Planning Field. Panel and Topics Include: • Marguerita Cheng- skills and abilities needed to be successful in this field • Alan Ioffredo- finding/growing...

Member Spotlight: Ashley Ott

Financial Planning Association of Massachusetts recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Ashley Ott of Vantage Point Financial....

The FPA Virtual Externship is back!

The Massachusetts chapter of the FPA is pleased to offer 10 fully-paid scholarships to this year’s Externship program. Additionally, each scholarship will come with a one-year membership to the FPA. Apply for a scholarship spot by May 26th. Externship runs from June...

May 19-21 Wicked Good Virtual Talks

Join us May 19-21 Wicked Good Virtual Talks

May 25: Dana Farber Pro Bono Coach Training

Become a Dana-Farber financial coach Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as that all is, imagine losing your job, not being able to pay...

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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