FPA of The Triangle

ABOUT US

The Financial Planning Association of the Triangle is a professional organization of more than 200 financial planning professionals from coastal North Carolina to Greensboro. The Financial Planning Association® (FPA®) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession. We meet in the Raleigh area on a bi-monthly basis to network, discuss advances in the profession and earn CE credits.

Chapter News

FOLLOW US ON SOCIAL MEDIA
For up-to-date news, please visit our Facebook and LinkedIn pages.

BECOME AN ACTIVE MEMBER OF OUR NEXGEN GROUP
Our NexGen group holds quarterly sessions for members in their first 8 years in the profession! This year's NexGen meetings will be held on September 26th and December 7th.
Registration links will be posted below, under Chapter Events when registration opens. E-blasts will also be sent out as registrations open.

JOIN OUR NC WOMEN'S INITIATIVE GROUP

Our NC Women's Initiative Group is open to all women members in our Triangle and Charlotte chapters. It is a place for planning professionals to empower one another, collaborate, network, and learn. Our 2024 meetings will be held quarterly on August 1 and November 7.

Stay tuned for more information on our November Zoom Meeting. E-blasts will be sent out when registration opens.

FPA TRIANGLE DIVERSITY & INCLUSION SCHOLARSHIP

The scholarship awards $1,500 per applicant who is seeking to complete a CFP® certification program registered with the CFP® Board.

This scholarship aims to advance diversity and inclusion within the financial planning profession by providing financial assistance to aspiring financial planners who are from underrepresented populations in the profession, have a financial need, and demonstrate a commitment to advancing diversity and inclusion in their communities.

The submission deadline is October 20, 2024. Award decisions will be notified via email by November 20, 2024.

Click here for more information.

Please email triangle@onefpa.org if you are a member and would like your name added to our NexGen or Women's Group email list.

Chapter Meetings - Coming Soon!