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Professional Advisor Associations
Connecticut Associations
For All Professional Advisors
The Connecticut Chapter of the Financial Planning Association (FPA) promotes professional advancement programs and projects for financial planners. The FPA was formed by the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning
(IAFP).
The local councils of the National Association of Estate Planners and Councils are the
Central Connecticut Estate Planning
Council, the Estate and Business Planning Council of
Hartford, the Estate Planning Council of Lower
Fairfield, and the Western Connecticut Estate and Trust Planning
Council. Members include attorneys, CLUs, ChFCs, CFPs, CPAs, and Trust Officers.
The Councils are dedicated to promoting professional development and inter-professional cooperation regarding estate and business planning.
The Society of Financial Service Professionals has chapters in
Fairfield County and
Hartford County that provide continuing education and networking
programs. The Society publishes
News and Views and materials for distribution to clients.
For Certified Public Accountants
The Connecticut Society of Certified Public
Accountants (CSCPA) has a number of committees of interest to the CPA involved with charitable planning, including the Not-for-Profit
Organizations Committee and the Trust, Estate and Gift Taxation Committee. The CSCPA publishes a newsletter and sponsors statewide continuing education and conferences throughout the year.
For Attorneys
The Connecticut Bar Association has sections organized by attorney practice area. Each provides meetings, symposia and seminars on specific legal issues. Connecticut Bar publications include the
Connecticut Bar Journal and Connecticut Lawyer.
Many special interest bar associations are located in Connecticut, including the
Connecticut Asian Pacific American Bar
Association; the Connecticut Hispanic Bar
Association, the Connecticut Italian-American Bar
Association, the George W. Crawford Law Association (contact
Evyonne Parker-Bair, 860-263-5028), the Hartford Association of Women
Attorneys (contact Elizabeth J. Robbin, 860-808-0828), the Mashantucket Pequot Bar
Association (contact Edward W. Gasser, 860-674-8342), and the Southern Connecticut Lawyers
Association (contact Marilyn Ford, 203-287-3258).
Included among the many regional and local bar associations are: Bristol, Enfield, Greater Bridgeport, Greater Danbury, Greenwich,
Hartford County, Litchfield County, Manchester, Meriden-Southington-Wallingford, Middlesex County, Milford, New Britain,
New Haven
County, New Canaan, New London, New Milford, Stamford-Norwalk-Darien-Wilton, Tolland County, Valley, Waterbury, West Haven, Westport, and Windham County.
For Bank Trust Officers
The Connecticut Bankers Association (contact 860-677-5060, future
website location at www.ctbank.com)
provides seminars and meetings and publishes Connecticut Bankers
Quarterly.
National Associations
For All Professional Advisors
The National Association of Family Wealth Counselors is an organization of professional advisors who are proponents of the Family Wealth Counseling approach, which identifies family wealth as having three aspects
- financial, social, and spiritual/emotional - and addresses them in planning.
The National Association of Philanthropic Planners promotes the development of philanthropic planning skills for financial and estate planners. Membership is offered on three levels:
full (financial service practitioners), associate (nonprofit employees, attorneys and accountants), and corporate partner (investment, insurance and trust companies, broker dealers, banks, and organizations supporting philanthropic planning).
The National Association of Personal Financial Advisors is the association of fee-only financial planners that provides conferences, lobbying, and continuing education to its members.
The National Committee on Planned Giving is an association for charitable planned-gift developers, marketers, and administrators. The Committee sponsors the
Leave a Legacy™ program nationally and the local Planned Giving Group of Connecticut.
The Philanthropic Advisors Network of the Council on Foundations facilitates professional advisors’ discussion of philanthropic planning and charitable giving issues, and provides news, networking opportunities, and discounted rates for Council publications.
For Certified Public Accountants
The American Institute of Certified Public Accountants provides publications, conferences and continuing education resources on issues that have an impact on CPA practice. The Institute’s
Taxation Team has philanthropy-affiliated committees including the Tax Exempt Organizations Committee and the Trust, Estate, and Gift Taxation Committee.
For Attorneys
The American Bar Association has sections organized by attorney practice area. Each provides symposia, conferences, publications and seminars on specific legal issues. Membership in the American Bar Association’s Real Property, Probate and Trust Law and Tax sections may be helpful to an attorney interested in developing philanthropic planning skills.
The American College of Trust and Estate Counsel is an association for attorneys practicing in the area of trusts, wills, probate and estate planning law.
For Bank Trust Officers
The American Bankers Association provides annual conferences and symposia for bank professionals. Trust specialists can receive the Association’s publications
ABA Trust Letter and Trust & Investments.
Model Standards of Practice
The Model Standards of Practice for the Charitable Planner have been adopted by the
National Committee on Planned Giving and the
American Council on Gift
Annuities. These standards encourage cooperation and collaboration
among all individuals who work in the charitable gift planning process in order to structure a gift that achieves a fair and proper balance between the interests of the donor and the purposes of the charitable institution.
Click here to see the full text of the Model Standards.
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