FPA's large firm community has developed a clear definition of financial planning and provided a whitepaper to the FPA Board on the topic. FPA would like for all members to have the opportunity to review and comment on the whitepaper. The open comment period for feedback on the whitepaper is from February 2, 2011 - April 15, 2011. To access the whitepaper and the feedback form, please click on the appropriate link below.
Log in as an FPA Member to download the whitepaper and provide feedback.
Access the whitepaper and provide feedback as a non-member.