The Financial Planning Association (FPA) of Oregon & SW Washington champions the value of the financial planning process and advances the financial planning profession with the CFP® mark as its cornerstone. Our primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners. We provide consistent, high-quality professional development and networking opportunities on a local level to the "best of the best" in our business.
Our Chapter has approximately 300 members and we are proud to be one of the most active FPA chapters in the country. We offer valuable continuing education (CE) credits accredited by the CFP® Board, Oregon Division of Financial Regulation, and/or Washington State Office of the Insurance Commissioner to support our member professional's ongoing CE requirements and knowledge-base.
Our annual full-day conference, the Spring Financial Forum (SFF) will be IN-PERSON on March 9, 2022 at the Embassy Suites by Hilton Portland - Washington Square. We've heard our members and their strong desire to return to face-to-face meetings. We're proud to safely bring back the networking and personal connections we're known for providing. Our SFF attracts more than 100 financial planning professionals each year and we welcome you! We have also streamlined our other programs during the year so to maximize your time, we'll host quarterly "FPA Signature Events" throughout the year. Check out the calendar and JOIN US at our next event!
With ongoing health concerns related to the Coronavirus Pandemic, we at FPA of Oregon & SW Washington continue to monitor our local and national resources for guidance related to meetings and travel. We place our member and community health with utmost priority. If you have any questions, suggestions, or other feedback, please let us know! Thank you for your patience as we navigate this new normal.
