Webinar: September 23: Boston Practice Group

September 23: Boston Practice Group: Virtual: 9:30 to 10:30 am. 1 CFP CE granted Risk Management Tips and Techniques for the Private Client: A discussion to help guide your client conversations on property and casualty (P&C) insurance As a financial advisor, you...

President’s message on Diversity Equity and Inclusion

Click here for Brad's Message FPA MA's Diversity, Equity, and Inclusion Initiative

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...

August 19th: 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 fourth annual (but first virtual) inter-organizational networking event! The intended...

August 5: FPA MA’s Diversity, Equity & Inclusion Event

Join us August 5th from 1-4 pm CHANGE TOMORROW STARTS TODAY This change will not occur overnight. It will be a long, uncomfortable and bumpy process, but one that we are committed to lead for our members. To act on our commitment to change during these times of social...

Webinar: July 22 from 10-11 am: Be Prepared, Be Empowered

Be Prepared, Be Empowered Knowledge is power when it comes to being prepared for a spouse's death or a divorce, yet many clients don't even know the right questions to get the information they need to ensure their future financial security. Although both spouses...

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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