Who We Are
FPA's individual members include financial planners, many of whom hold the CFP® certification or are pursuing CFP certification. Other individual members
include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment
consultants, broker-dealer and corporate executives, and others who champion the financial planning process.
FPA is also home to Broker/Dealer Members -- NASD member firms that are in the retail securities business and whose representatives are allowed to offer
more than proprietary products.
FPA's Corporate Members include corporations and other entities that provide products and services offered to or through financial advisers.
FPA VALUES
COMPETENCE
Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the
needs of those whom we serve.
INTEGRITY
We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.
RELATIONSHIPS
We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.
STEWARDSHIP
We recognize our responsibility to act with vision, ever mindful of the effects of our actions on the future.
PRIMARY AIM
The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals.
FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.
FPA is the community that fosters the valued of financial planning and advances the financial planning profession.
OBJECTIVES
- FPA’s objectives end states we will strive for in order to achieve our primary aim.
- Unify the voice, focus and resources of the financial planning community.
- Grow the organization by brining together those who champion the financial planning process.
- Cultivate the body of knowledge of personal financial planning.
- Advance brand awareness for professional financial planners, building the CFP® credential as the hallmark of the brand.
- Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of it’s use.
- Facilitate the success of our members.
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Consumers
Corporate Partners
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