Member Benefits

Benefits of joining the FPA® Community:

• Listing on FPA® PlannerSearch®
• FPA® Coaches Corner
• FPA® Research and Practice Institute™ (RPI) 
• Peer-Reviewed Academic Journal
• FPA® Next Generation Planner Magazine
• FPA® SmartBrief
• Financial Services Review
• Weekly FPA® Podcast
• FPA® Practice Management Blog
• FPA® Activate Facebook Group
• Media Training and FPA® MediaSource
• Opportunities to Present and Publish
• Legislative Efforts and Advocacy Program
• Pro Bono Planning
• Board and Committee Service
• Member Referral Program

Click here to read more about all of the benefits of joining the Financial Planning Association®!

Click here to watch a video message from 2021 FPA® NE President Inna Rivilis, discussing new initiatives and member benefits.

Click here to register for an exclusive member webinar on March 30th: ‘Marketing that Works for Advisors Today’, presented by Impact Communications.

Benefits of joining FPA® NE:

With a strong sense of excitement and pride, we are pleased to welcome you to the Financial Planning Association® of New England’ website. We are blessed to be part of one of the most energetic, vital, and productive chapters of Financial Planning Association® in the country. We wanted to share with you some of the highlights that our chapter brings to you, your practice and to the community that we all live in. As an association, we are the mechanism for financial planners in Massachusetts to Educate, Advocate, and Participate.

Educate

• Dana Farber Cancer Institute – Pro Bono Financial Planning for patients and their families
• Massachusetts National Guard – Education and personal financial planning and tax preparation assistance for all Guardsmen
• MA Executive Office of Elder Affairs – Developing programs to educate members and planners to effectively support and protect elder clients
• Lawrence Community Works – Assisting existing programs with financial education for volunteers

Advocate

• A formal Public Relations program to promote public awareness of the FPA® of MA, financial planners, and the CFP® mark
• Video production, blogs, participation in various media outlets promoting the profession
• Establishing lines of communication to the MA State House
• Testifying on bills that impact financial planning in MA
• Providing the annual FPA® Scholarship Award at our Annual Meeting
• Recognition of the annual FPA® Financial Planner of the Year Award

Participate

• Meetings and Webinars
  • Providing dynamic and informative speakers from around the country
  • Breakout Sessions to learn and share idea and best practices
  • CE Credit and Networking Opportunities
• Evening Meetings to accommodate schedules
• Hosting Career Night events for those considering a career in financial planning
• Membership in organizations such as the Massachusetts Financial Education Collaborative (to promote financial education in MA)

All of this is made possible through the efforts of you, our members. Our volunteers are second to none. Members step up and volunteer for a committee, bringing their ideas and vitality to the process. Each committee, made up of these extraordinary members, is managed by a Director who connects that committee to our Board of Directors. The Board provides the support for the committees and makes crucial decisions regarding direction and financing.

The short summary here is that you, our members, are the force that makes things happen. Your involvement on a committee can create a huge impact. If you are on a committee, we can’t thank you enough. If you aren’t on a committee, we would love to have you join. Come help us make a difference!