About FPA NE

The Financial Planning Association® of New England was recognized at FPA’s 2011 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized in 2010 for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.

About the FPA of New England

The Financial Planning Association® of New England helps people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.

FPA® NE honors itself and inspires others by recommending legislation, elevating public awareness, promoting financial literacy and advocating for sound economic and tax policies. While our environment may change, FPA® NE is committed to providing leadership on these fronts. We as FPA® NE members resolve to support one another and to add to the dignity and meaning of the countless lives we touch.

FPA® of New England Primary Aim

FPA® is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

FPA® of New England Vision

FPA® Massachusetts boldly leads the financial planning profession by:

  • Empowering and supporting its members,
  • Advocating for the public, and
  • Bringing an informed and powerful voice to the legislative and regulatory process.

FPA® of New England Mission Statement

The FPA® NE strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP® mark as the cornerstone of the financial planning profession.