What is the FPA?

The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

Join the Financial Planning Association of New York today to take advantage of the many benefits available to members living in or around the Greater Rochester Area.    Click here to join or renew your membership.

 

Education

  • Attend educational seminars qualifying for continuing education credits which are reported directly to the CFP Board of Standards
  • Participate in study groups with seasoned planners
  • Take CFP Certification review classes
  • Participate in an annual Fall conference and the Spring Public Library series focusing on financial education for consumers
  • Access on-line recordings of educational topics

Networking

  • Attend educational seminars, practice management meetings and social events with over 500 other members and financial service providers
  • Access published and online membership directory
  • Meet potential employers or employees
  • Participate in public awareness programs

Practice Management

  • Meet leading professionals in the financial planning community
  • Access a referral service for potential clients
  • Attend presentations on current issues by experts
  • Participate in the annual Summer Symposium
  • Obtain succession planning advice
  • Access a network of affiliated professionals
  • Receive discounts on products and services

Professional Development

  • Obtain mentoring and career development services
  • Access internship and job bank information
  • Attend media relations and public speaking training
  • Participate in speaker’s bureau events
  • Obtain media exposure
  • Publish articles
  • Explore pro bono programs
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