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For FPA Members

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Mission Statement:  

Our mission is to advance the value of the financial planning profession by providing education for our members, increasing public awareness of the benefits of financial planning, and promoting high ethical standards within the profession.


Chapter Highlights




"Bring a Colleague"

Prize Drawing for Members and Guests

Members and first-time guests can attend at no charge

4:00  Topic:Model Simulation and Forecasting (1 CFP/VA Ins CE credit)

Speaker: Dr. Daniel Salandro, VCU Interim Chair Dept. of Finance

Int. Chair, VCU Dept of Finance, Insurance & Real Estate 

5:10  Topic:  Eldercare and LTC Funding

Speaker: Shawn Majette, ThompsonMcMullan

Held at the Westwood Club, 6200 West Club Lane, Richmond

RSVP to by May 5th


Register for the FPA Forum at

June 5 & 6, 2014
Jepson Alumni Center, University of Richmond
15 CFP Credits and
VA Insurance credits for most sessions


  2014 Meetings Announced

All meetings at the Westwood Club, 6200 West Club Avenue, Richmond, VA 23226

Members and first-time guests are free.

Wed., January 29th, 3:30 - 6:00 p.m.

Fri., February 21st, 8:30 - 11:00 a.m.

Wed., May 7th, 3:30 - 6:00 p.m.

Fri., September 19th, 8:30 - 11:00 a.m.

Wed., October 29th, 3:30 - 6:00 p.m.

Fri., December 5th, 8:30-11:00 a.m.



Check out the current job listings on our Career Opportunities page

               C&F Investment Services:  Operations Manager

               CapAdvisors Group:  Portfolio Manager

               Covenant Wealth Advisors:  FA (Junior level)

               Zeiders Enterprises:  Personal Finanical Counselors

                                          Financial Coaches

               PIEtech, Inc. (MoneyGuidePro):  Lead Trainer & Coach

                                                         Financial Planning Support Team

               Atwill Financial Consulting Group (AFCG):  Investment Advisor Rep.

Events and



FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!


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Your Practice
Your Clients



FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

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Member Benefits: Use Them




Referring and referred members receive discounts on their annual membership dues.


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Knowledge and



Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 


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