Your partner in planning.

Programs

Regardless of where you are in your career, FPA is where you start or continue your journey to mastering the practice and business of financial planning and being a part of driving the profession forward.  FPA of Charlotte offers a variety of continuing education and networking opportunities throughout the year to help you meet your goals. 

EDUCATION

Lunch & Learns, Annual Ethics Day and Practice Management are all available throughout the year. 

NEXGEN

Our NexGen group meets often for happy hour, career development, or an outing like Top Golf.

ANNUAL SYMPOSIUM

The Symposium is held in October each year and offers a full day of continuing education and networking.

MEMBERS ONLY EVENTS

The Chapter offers members-only events during the year.


Should you have any questions about programming or ideas you would like to share please email us!

Tara Butler
2023-2024 FPA of Charlotte Programming Director


FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

Powered by Wild Apricot Membership Software