We believe it is in your best interest to understand what services you are receiving from a financial planner, what results are being achieved and how a planner is compensated. We advocate for complete transparency, clearly understood information and high standards of conduct for anyone offering financial planning. FPA requires that all its members adhere to a Code of Ethics and deliver financial planning services in accordance with the FPA Standard of Care.
To ensure Americans best interests are served when receiving financial planning advice, FPA partnered with the CFP of Standards (CFP Board) and the National Association of Personal Financial Advisors (NAPFA) to create the Financial Planning Coalition. The Financial Planning Coalition works with legislators to encourage regulations that will help you identify competent, ethical advice-givers who are subject to a fiduciary duty in the delivery of financial planning services.
The Financial Planning Association represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. We are committed to helping Americans achieve their goals and dreams and bring our financial expertise and resources to communities nationwide. Below are just some of the ways FPA is working for you.
President Obama proclaimed April as National Financial Literacy Month in hopes that we recommit to teaching ourselves and our children about the basics of financial education. To help Americans discover the value of financial planning, FPA chapters coordinate a variety of financial education events nationwide throughout the month of April.
FPA celebrated America Saves Week February 25 – March 2, 2013. America Saves Week promotes a savings message to encourage individuals to take informed action to set a goal, make a plan and save automatically. The goal is to persuade tens of millions of Americans to save money and build wealth more effectively. Learn more about how you can celebrate America Saves Week.
FPA and the National Endowment for Financial Education® teamed up again on the Financial Four (www.FinancialFour.org), an interactive bracket of 32 concepts that helps Americans identify the financial areas that are most important to them. Expert CERTIFIED FINANCIAL PLANNER™ professionals from FPA also used the bracket to weigh in on what they recommend people should be thinking about as their top financial priorities in 2013.
FPA has teamed up with the Federal Reserve Board of Chicago to help Americans learn how to plan and manage their finances wisely during Money Smart Week, April 20-27, 2013. FPA members, the financial planning experts, will deliver unbiased, objective financial education and advice to individuals in communities nationwide.
FPA will celebrate its 12th annual FPA Financial Planning Week® October 7-13, 2013. FPA Financial Planning Week brings together those who need, support and deliver financial planning. During the week, FPA strives to create and build the public's awareness of the financial planning process to enable them to make smart financial decisions to achieve their life goals and dreams. Learn more about FPA Financial Planning Week.
In addition to the traditional FPA Financial Planning Week activities, we were excited to work with chapters to coordinate Financial Planning Days for the third year in October 2012. Financial Planning Days was created in partnership with FPA, Certified Financial Planner Board of Standards, Foundation for Financial Planning and The U.S. Conference of Mayors. Financial Planning Days is an effort to help Americans with their financial planning needs through a series of clinics and educational workshops powered by the financial planning community and embraced by city governments nationwide. As part of Financial Planning Days, qualified and experienced financial planners provided free, no-strings attached advice and education in more than 20 cities nationwide this year. Through these events, we aspire to help Americans discover the value of financial planning, improve the nation’s economic stability, and develop and implement sustainable community programs that continue to grow and support our initiative over time by empowering thousands of individuals with financial planning information. Learn more about Financial Planning Days.
FPA's Financial Planning Week was recognized on ASAE & The Center for Association Leadership's 2010 Associations Advance America Honor Roll. The 2010 Associations Advance America Awards program recognizes associations that propel America forward. Only 24 programs were selected for this recognition. View certificate. (PDF | 124KB)
FPA teamed up with the Investor Protection Trust, Investor Protection Institute, Kiplinger’s Personal Finance magazine and health care professionals to provide a day of free advice and guidance on how Americans can protect themselves and loved ones against investment swindles and financial abuse, with a special focus on the elderly. A toll-free national call-in hotline was available for individuals seeking advice on November 10, 2011.