It is our mission to help foster the growth of students, young planners and career changers in today’s dynamic environment. We work together to provide the necessary tools for success through networking, mentorship and an ongoing partnership with our local student community. We hope to enhance the opportunities available to young professionals and promote this career path as the demand for financial planners continues to increase. Your involvement here is needed and we encourage you to reach out with your interest and ideas!
We examine current and emerging technologies to identify approaches that could improve the chapter’s ability to achieve its goals. We use our personal knowledge and professional experience to identify ways the FPAMA can maximize its value and improve operating costs and efficiencies through use of emerging and presently maturing technology. We stay abreast of FPA national initiatives in technology and recommend ways to align with OneFPA plans and branding. Once improvement initiatives are identified we develop plans and budgets for development based on priorities set by the chapter BOD. We define requirements, task web and other support providers, review progress and decide on readiness for deployment.
Founded by young professionals for young professionals, NexGen is the FPA community for members age 36 and under. NexGen members are thought leaders in the financial planning space and seek to bring energy, ideas and new perspectives to our thriving industry. It is our responsibility to support one another in our professional advancement, create innovative educational programs that explore issues common to younger planners, and continue to transform the world of financial planning. If you’re a young professional or veteran looking to make an impact on the industry you love, we invite you to join our committee.
Partnership Committee members build knowledge-based relationships with sponsors and fellow FPA members that deepens thinking, improves member outcomes, evolves practices and supports changing client needs. Join us and engage in dialogues where creative thinking and technological innovation meet to strengthen our profession. Join us and engage…..
Programming and Education
Be part of the cutting edge of financial planning evolution. The programming and education committee is responsible for all education content for the FPA of MA. Some of our exciting programs include webinar series, symposiums, practice management and networking opportunities. Come join the team that researches the hot topics and speakers. You’ll have the opportunity of a lifetime networking with industry thought leaders, national experts and peers while simultaneously shaping the future of our industry. New members are always welcome. Join us and shape the future of our awesome profession.
Government Relations Committee (GRC)
GRC is the advocacy arm of the Chapter. Volunteers work together to advance the financial planning profession with key governmental decision-makers. The center of our activities is the state legislature, formally known as The General Court of the Commonwealth of Massachusetts. Our Government Relations Committee also maintains relationships with the Massachusetts Securities Division, the Massachusetts Division of Insurance, the Massachusetts Attorney General’s Office, and the Office of the State Treasurer. Activities include State Advocacy Days, which are annual visits to state legislators, typically for two days in June and Federal Advocacy days also in June where we convene with GRC members from all chapters in the nation’s Capital. All Chapter members are invited to participate. It is an excellent opportunity to meet with your own legislators and present FPAMA’s views on current issues.
Are you interested in making an immediate and lasting impact on our community? Perhaps you’ve heard of our Chapter’s award winning and nationally recognized partnerships with the Dana Farber Cancer Institute and the Massachusetts National Guard? The Community Outreach Committee and our amazing volunteers provide Pro Bono financial coaching to cancer patients, soldiers, and members of Lawrence Community Works – to name a few. We want to help all residents of Massachusetts improve their financial skills, and you can help!
The purpose of the Membership Committee is to recruit and retain membership and to help expand the reach of the FPA to all parts of the state. Among the ways this is accomplished is through seeking opportunities to add value to chapter membership, as well as to remind members of these various benefits and how to gain maximum value from participation in the FPA of MA. Committee members help to organize local practice groups, support the NexGen initiative, contact milestone members and dropped members, and more. We seek members who would like to contribute to their professional community in support of the chapter and to bring their creative efforts to increase our CFP® practitioner membership with a modest commitment of time.
Join the PR committee in furthering the financial planning profession. As part of the PR committee you will receive media relations training to become a resource to the media. Contribute to weekly blogs on Boston.com, content on Bloomberg radio and belong to the national media response team!