About FPA of Charlotte

The Annual Symposium & Sponsor Expo is hosted each year by the FPA of Charlotte Chapter.  The Chapter Mission is to “advance the financial planning profession by providing education, interaction and leadership for the Financial Planning Community and the public it serves in accordance with the Certified Financial Planner Board’s Code of Professional Standards. 

In addition to the Symposium, the FPA of Charlotte offers educational and professional enhancement programs and forums for all Financial Planning Professionals at monthly luncheons held at Myers Park Country Club, 2415 Roswell Ave, Charlotte, NC. 

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