Financial Planning Association

Financial Planning Association
What is
FPA?

Organization:

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in the financial profession.

​FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

Core Values:

Competence

Dedication to competence requires not only lifelong learning, but also continually assessing the ability to appropriately and effectively address the needs of members.

Integrity

Striving to have ever more congruence between words and deeds, and to deliver genuine value to members.

Relationships

Committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.

Stewardship

Recognizing responsibility to act with vision, ever mindful of the effects of actions today and tomorrow, or the future.

Financial Planning Association

 Financial Planning Association

Financial Planning Association

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