About FPA

The Heart of Financial PlanningTM

The Financial Planning Association® (FPA®) members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.

FPA brings vital, life-enriching qualities to the profession of financial planning and to our members. Knowledge, Strength, Energy, Caring, Ethical values. A desire to support and encourage others and contribute to their happiness and success.

As a member of FPA, you are never alone. You are part of a community of more than 27,500 members, all pulling together for those we serve. FPA's individual members include financial planners, 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 institutional membership connects firms that support the financial planning process to the financial planning community. Learn more.

What Benefits Does FPA Offer its Members?

Three of FPA's objectives speak to this question. FPA is committed to facilitating the success of its members and cultivating the body of knowledge of personal financial planning. In addition, we want to grow the organization by bringing together those who champion the financial planning process.

For a complete list of member benefits, please click here.

Local Chapter - Our Utah chapter is part of the nationwide network of chapters forming the backbone of FPA.· We promote the advancement of knowledge in financial planning, supporting programs and projects that enable our members to better serve their clients.

FPA Connections -- FPA provides several ways for members to make connections, engage in conversation and exchange knowledge. This includes face-to-face gatherings, conversations in virtual space and communities.

Continuing Education -- Continuing education is more than a requirement for maintaining professional credentials. It's essential to keeping pace with rapidly changing developments in the financial planning profession. FPA makes available more than 300 continuing education credit hours each year through conferences, publications, online courses, self-study programs, and more.

 

Journal of Financial Planning -- FPA's official publication is the Journal of Financial Planning. This award-winning publication features prominent writers who cover all aspects of financial planning including news that shapes our community.

Government Relations -- Members of FPA benefit from our legislative involvement by staying informed, having an advocate, and helping shape policy.

Career Development -- Career Development provides information, resources, services and programs for prospective financial planners, financial planning students, and beginning financial planners to assist and support them throughout their careers.

Public Relations -- Through its public relations efforts, FPA promotes the value of financial planning and the CFP marks. In addition, it builds and maintains media resources and provides consumer education.

How does FPA Help Consumers?

FPA's National Financial Planning Support Center offers services and resources designed to help the public understand the importance of the financial planning process and the value of objective advice from a CFP® professional. Through the National Financial Planning Support Center, individuals can:

  • Obtain literature on a variety of personal finance topics
  • Be connected with a CFP professional
  • Simply ask a general money management or finance-related question and receive an answer from one of FPA's CFP professional members.