The FPA of Rhode Island - is a nonprofit corporation organized under the laws of the State of Rhode Island. Our organization exists to further the success of the financial planning profession. We develop programs and services that include monthly meetings, educational presentations, special events, ...
CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Most CFP professionals have earned a four-year college degree in a finance-related field, and have completed a course of study in financial planning ap...
Financial Planning Association Speakers Burea Professionals are able to speak to your club, society, organization or firm looking for a qualified competent public speaker on any financial planning related topic
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This website offers information and a method to communicate about financial planning topics and the planning process, both for professionals in the field and for members of the public. Use the tabs at the top of this page to access sites with information appropriate to your interest. Members of the public may want to try "Planners Search” and "The Speakers Bureau” (under “Resources”) as well as announcements of our Pro-Bono activities, while FPA members will find "Events" and “Local Resources” have information designed to meet their needs.
Betsey Purinton, CFP® |
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Welcome to the Financial Planning Association of Rhode Island, the financial planning community for the public and for planners here in the state. We seek to foster the value of financial planning and to advance the financial planning profession. We encourage all who support the planning process and the CERTIFIED FINANCIAL PLANNER™ mark as the promise and future of the profession. The CFP® certification offers the public a consistent and credible symbol of professional competence and integrity.