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!
What’s on the agenda?
-
Ethics Update: Stay sharp and compliant with the latest CFP® requirements.
-
Super CE with IAR Credit: Power-packed sessions to keep your credentials current. (scroll to bottom for details)
-
Economic Outlook: Expert forecasts you can’t afford to miss.
-
Behavioral Finance Deep Dive: Learn the hidden drivers of client behavior.
…and so much more! (Full session details coming soon.)
Plus—save the date for our show-stopping Networking Social:
We’re celebrating our 25th Anniversary in style aboard the Charleston Belle! 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.
Registration Fees
-
Members: $225
-
Non-Members: $325
-
Students: $30
Registration includes Thursday’s Charleston Harbor Dinner Cruise, Super CE, Ethics, and access to every engaging session.
Attendees can bring a guest for the dinner cruise for an additional fee.
Location
Charleston Marriott
(We’ve secured a special rate for FPA of South Carolina Symposium attendees—book early to lock in your discount!)
Don’t miss your chance to learn from the best, earn your credits, and celebrate 25 years of excellence on the water. Register today and get ready for a conference experience you’ll be talking about long after the last cruise horn blows!
Super CE Event Credits
- 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)
- 6 credit hours (Ethics and Professional Responsibility)
