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KEYNOTE SPEAKER: Carl Richards

We’re beyond excited to announce Carl Richards—creator and host of the popular Behavior Gap Radio podcast—as our 2025 Keynote Speaker! Carl isn’t just a Certified Financial Planner™; he’s the mastermind behind a thriving advisory firm he built and sold, and he’s electrified audiences from Sydney to Cape Town, London to Toronto, and every major financial hub in between. His bestselling books The Behavior Gap and The One-Page Financial Plan have been translated into more than ten languages—and they continue to change the way people think about money around the world!

Carl will be signing his books during the Symposium!


MEMBERS

Early Bird Registration: $224 (available until July 31)
Regular Registration: $279 (available until October 31)
Late Registration: $349

NONMEMBERS:

Early Bird Registration: $324 (available until July 31)
Regular Registration: $379 (available until October 31)
Late Registration: $449

STUDENTS: $30

REGISTER NOW


We’re celebrating our 25th Anniversary in style aboard the Charleston Princess! Join us Thursday evening for a sunset dinner cruise on the harbor—complete with gourmet cuisine, live music, and memories to last another quarter-century. Dinner and three drink tickets are included with the Symposium registration.  Attendees can bring a guest for an additional fee.


Charleston Marriott
170 Lockwood Boulevard
Charleston, SC 29403

Group Rate $285/night
Last date to book at the group rate: October 6, 2025

RESERVE YOUR ROOM TODAY


SUPER CE:

  • South Carolina* 16/3 credit hours
  • Georgia* 18/3 credit hours
  • North Carolina* 16/4 credit hours
  • CFP** 10 CE Credits (No CFP Ethics)
  • IWI (CIMA,CPWA, RMA) 10 General
  • IAR*** 6 credit hours (Product and Practices) and 6 credit hours (Ethics and Professional Responsibility)

Additional registration required for Super CE before 2:00pm on October 31 - NO EXCEPTIONS!

Electronic Exam: The link to the electronic exam will be provided at the end of the live webinar. Exam will be accessible between November 7th, 2025 to November 13th, 2025. Pass/Fail will be displayed immediately upon completion. (Unlimited retakes available/unless receiving IAR only Two retakes available)

CFP ETHICS:

  • Two hours of CFP Ethics



Thursday, November 6

11:00am Registration
11:30am Lunch and Ethics
1:30pm Break 
2:00pm Super CE
3:00 pm Break
3:30pm Breakout #1: Empowering the Female Investor
3:30pm Breakout #2
4:30pm Break and Hotel Check-In
5:30pm Depart for Dinner Cruise
6:00pm 25th Anniversary Dinner Cruise
9:00pm Return to Hotel

Friday, November 7

7:00am Registration and Breakfast
7:30am General Session
8:30am Break and Sponsor Time
9:00am The Future Is Now: Rebuilding Portfolios for a New Market Era
9:50am Break and Sponsor Time
10:10am General Session
11:00am Break
11:10pm General Session
12:00pm Lunch
1:00pm SECURE 2.0: What’s In, What’s Next, and What It Means for You
1:50pm Break and Sponsor Time
2:10pm General Session
3:00pm Break and Sponsor Time
3:10pm Behavioral Finance Concepts; Not Rational, Not Irrational, Just Normal – Tackling Behavioral Biases as Investors
4:00pm Adjourn



FPA of South Carolina is a 501(c)6 non-profit organization. 

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