303.867.7188 | nbailey@onefpa.org

Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves more than 30,000 industry professionals and is one of 86 nationwide chapters. FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Traid areas as well as the Upstate of South Carolina. Through monthly and annual events we offer our membership a variety of opportunities to learn and grow professionally. In addition, we offer career center postings and other valuable resources free of charge.


October 21, 2019

Since the OneFPA Network vision and draft plan was formally introduced in November 2018, FPA has conducted a nationwide Listening Tour, introduced a Second Iteration of the OneFPA Network Draft Plan, and solicited additional input through a 45-day comment period. This feedback formed the Final OneFPA Network Plan, introduced on July 11, 2019.

Once the Final OneFPA Network Plan was completed, FPA announced that chapters would have an opportunity to apply to participate in a two-year beta-test of the centralized functionality provisions (technology, accounting/ finance, and staffing) beginning in January 2020 to determine what might be eventually implemented across the entire chapter system.

The board of directors of FPA of Charlotte met to discuss this opportunity and ultimately decided to complete the application.  Last week we learned that our Chapter had been accepted to participate.

The board believes our involvement in the process is important and has made a commitment to take on the additional responsibilities that will come with participation.  Throughout this two-year beta-test, we will keep you informed with regular emails and updates on the OneFPA Network page on this site.