Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.
With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders.
Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners.
Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change.
As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.
CFA® is a registered trademark of CFA Institute.
Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification - one of the most respected certifications in financial services - so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 93,000 people in the United States.
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the US. Members of this association also include those who support the financial planning process. Our members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. The WNY chapter has been in existence since January 1, 2006 and is one of 93 chapters of the FPA®. Our chapter has 130 members managing over $9 billion for 13,000 clients.
We generally meet the second Wednesday of the month for lunch at the Reikart House located at 5000 Main Street, Amherst, NY 14226. Our programs typically provide continuing education credits for CERTIFIED FINANCIAL PLANNER™ professionals, accountants, attorneys and insurance agents.