April 26: Coffee With a Resource: Boston Newton Marriott

Join us for coffee and casual conversation as part of our occasional "coffee with a resource" series. Joan Harris has been working in elder care in the greater Boston area for more than 35 years and recently served as president of the Aging Life Care Association’s New...

May 3 Wicked Good Talks: Fourpoints Norwood

 An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk with Allison Schrager (Every attendee will receive a copy of Allison's new book) Are you still relevant – in these changing times? Featuring Jag Dalal-an internationally known speaker...

May 30: Women’s Initiative Joint Spring Networking Reception

We are looking forward to our Women's Initiative Joint Spring Networking Reception on May 30, 2019 and hope you will be able to join us. Join CFA Society Boston, FPA MA Women's Initiative, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network...

FPA MA Scholarship Application Now Available

Click here to apply for the $1,000 Scholarship All applicants must be currently enrolled in a CFP Program administered by an accredited university or college registered with the CFP Board of Standards (The scholarship may be used towards a review course). Applications...

Thank you to our newest members of the Dana Farber pro bono coaching program

Thank you to our members that recently took the latest Dana Farber Pro Bono Coaching training. Sasha Diane, Andy Cipro, Martin Shore, Murad Royal, Garth Fondo, Jim Thompson, Karen Busanovich, Tom Childs, and Peter Martin. Thank you to Rick Fingerman who has been the...

What will you do with your tax refund?

What are you going to do with your refund? FPA MA President Elect Brad Wright on WCVB

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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