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...

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...

FPA MA Scholarship: Accepting Applicants

FPA MA Scholarship: Accepting Applicants Criteria: Is 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.) Have the intention of...

Webinar: March 25: Maintaining Strategic Perspective Amid Unprecedented Capital Market Volatility

Join us Wednesday, March 25th from 12:30 to 1:30 for this timely webinar Maintaining Strategic Perspective Amid Unprecedented Capital Market Volatility with Chris Dillon, CFA, T. Rowe Price Investment Specialist - Global Capital Markets Recent weeks have seen...

March 20: Special Webinar: Helping Your Clients and Yourself During these Challenging Times

Join us Friday, March 20th with Dr. Gina Arons Dr. Gina will help us help our clients and ourselves during these challenging times. Webinar will be held from 12-1 pm Dr. Gina is a licensed clinical psychologist with over 30 years of experience working with children,...

Happy Anniversary! Member Milestones

Celebrating 25 Years Jay Richards, CFP®  Investment Advisory Group Celebrating 20 Years Jane King, CFP® Fairfield Advisors Stephen Farrar, CPA, CFP® ,PFS FG&G Financial Services Celebrating 15 Years John McAvoy CFP®, AIF®, MBA  Centinel Financial Group Celebrating...

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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