Association of Financial Planning Professionals (FPA)

Visit WebsiteVisit website
Address:
Suite 400 4100 E Mississippi Ave
Denver
Colorado
80246
United States
Phone:
+1-800-3224237
Professions:
Financial Planning
Region of activity:
National
United States
Scope of membership:
National
United States
Founded Founded: 2000

Description

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA nationwide network of nearly 100 chapters encourage professional development and networking on a local level.

FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its Primary Aim while upholding the organization's bylaws. The Association staff is dedicated to creating an unparalleled membership experience. FPA seeks staff who embody the organization's Core Values.

Member benefits

12 issues of Journal of Financial Planning
FPA conference discounts
6 issues of Practice Management Solutions Magazine
4 issues of Research Spotlight, a 16-page publication containing consumer research and industry trends
Virtual Learning Center
Member Directory listing
Access to FPA online discussions area
Local chapter affiliation
12 Journal of Financial Planning CE credits
Access to Journal of Financial Planning searchable archives
FPA product discounts
6 FPA-selected Virtual Learning Center CE archived webinars
FPA SmartBrief
Basic Listing in PlannerSearch (CFP Financial Planner member only) and opportunity for Enhanced Listing
Media referrals (CFP Financial Planner member only)
Monthly subscription to Money magazine (subscription will begin 3-4 months after join date)
Weekly subscription to BusinessWeek magazine (subscription will begin 3-4 months after join date)
Use of FPA Member Logo