Welcome to the Premier Association for the Financial Planning Profession
2008 Chapter Recognition Program
The Philadelphia Tri-State Area Chapter of the Financial Planning Association has been awarded Gold Level Achievement.
Who We Are
The Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA) is a non-profit organization with a mission to assist our members in their professional development. By providing continuing education and networking opportunities, the FPA – PTSA makes certain that members are up-to-date on the latest financial planning issues and techniques.
What We Do
The chapter also strives to promote public awareness about the financial planning profession. Through proactive activities involving the media, community leaders, and other community-based organizations, the FPA - PTSA provides the public with relevant and timely information on personal financial planning strategies.
Sponsors
Sponsors help to assist FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. Special thanks to our Gold partners: Entrust CAMA, Schwab Institutional, Goldman Sachs Asset Management and Pioneer Investment Management. Please visit our Partners page to see all of our partners.
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