Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves more than 30,000 industry professionals and is one of 100 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.
Saturday | November 18
JA Symposium | Volunteer Opportunity
Tuesday | November 21
11:30am – 1:00pm
Monthly Chapter Luncheon
Friday | December 1
JA in a Day | Volunteer Opportunity
Tuesday | December 19
11:30am – 1:00pm
The Financial Planning Association (FPA®) of Charlotte, along with the Foundation for Financial Planning, is highly involved in the pro bono activities for our chapter. The FPA of Charlotte Pro Bono program is dedicated to helping underserved populations by providing free, no strings attached, objective financial planning services to eligible individuals and families through the programs it offers.Learn more
FPA of Charlotte wants to help connect individuals seeking employment with employers seeking trained financial planners. Resumes and job openings are updated regularly.
1 new job posted 8.7.17
2 new jobs posted 10.12.17
Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. We recommend you interview at least three CFP® professionals to find the right one that best serves your needs.Look now...
Become a member of FPA today and join thousands of industry professionals who take advantage of the benefits of their local chapter as well as the opportunities offered by the national organization.Join now...