October 30: Webinar: 529 Plans

529 Plans: Benefiting your clients, their children and you powered by my529 on October 30th from 12-1 pm. 1 CFP Ce pending approval. This is presentation is for financial advisors, and highlights the benefits for recommending 529 plans in their practice. This...

FPA MA Mentor Match Launched!

Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of MA’s new MentorMatch program! The FPA of MA is launching a new...

November 1: Wicked Cool Talks: Boston

Join us November 1st at MFS in Boston for Wicked Cool Talks with the following presenters: Michael DiJoseph, CFA, Vanguard: Adding Value Through Behavioral Coaching Meredith Jones, CFA, Author, Women of the Street: Why women money managers generate better returns -...

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...

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...

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...

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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