November 1: Wicked Cool Talks: Boston

Join us November 1st at MFS in Boston for Wicked Cool Talks Save 25% on your registration. Use code 01611582 Michael DiJoseph, CFA, Vanguard: Adding Value Through Behavioral Coaching Meredith Jones, CFA, Author, Women of the Street: Why women money managers generate...

September 24: NexGen & Women’s Committee: Interactive Panel on Career Transitions

The FPA of MA NexGen and Women’s Committees have teamed up to host an exciting event with a focused theme of “Career Transitions”.  This panel event will provide the unique insights and stories of three different panelists and how they successfully entered into...

Coffee with a Resource: Three Part Series

Please join us for our popular Coffee With A Resource series, back this fall. All coffees will be held at Panera Bread in Newton Center (1241 Centre Street), from 8 to 8:45am. Coffee will be provided – bring your travel mug to fill up. This event is sponsored by...

September 18: CFP® Certificant Connection: CFP Board

September 18, 2019 CFP® Certificant Connection Town Hall: Boston Marriott Copley Place: 5:30 to 7:00 pm This free, town hall-style event will provide an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP...

Wicked Pissah Podcast: Advocacy and IRA Deductibility

Chekc out the Wicked Pissah Podcast WPP - Ep 6 - Advocacy & IRA Deductibility In MA

FPA is proud to be one of the first-to-market with a national group health plan exclusively for members!

FPA is proud to be one of the first-to-market with a national group health plan exclusively for members! FPA is excited to announce that we have partnered with Ryan Insurance Strategy Consultants to provide you with a group health plan, exclusive to FPA members! We...

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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