In the financial planning sector all professionals are well guided by the Financial Planning Association (FPA) to ensure that Certified Financial Planners and other financial professionals are suitable to the positions they hold in the financial services industry. Financial planners are professionals who help other people in dealing with their financial concerns. They provide them with the right and effective financial advice and services that will help them deal with their financial matters. Aside from that financial planners also see to it that they will be able to develop an effective financial plan that will help their clients reach their lifelong goals.
The Financial Planning Association is known to be the largest membership organization for Certified Financial Planner (CFP) professionals in the U.S. as well as those members who has great support on financial planning process. The organization is governed by a volunteer Board of Directors who is in charge of helping the organization reach its mission while following the organization’s by laws.
This is a leadership and advocacy organization for those who provide support and benefit from financial planning. The main goal of this organization is to be a community that provides the value of financial planning and at the same time advances the practice of financial planning. And most of all the association works closely with academic leaders, legislative bodies, regulatory bodies, financial services firms and also consumer interest organizations.
The FPA is a unique network of nationwide organization that encourages both personal and professional developments and networking in a local approach. FPA members must adhere to the highest standards of professionalism, competency and ethical practices that are vital in the financial services industry. Aside from that FPA members must adhere closely to the Code of Ethics which will reflect their commitment to help their clients achieve their lifelong goals. All FPA members are asked to commit to the Code of Ethics whether you are certified or not. These members include Certified Financial Planners, financial services professionals, educators as well as students.
Below is the Code of Ethics that the members should live by:
1. Professionalism - FPA members conduct at all times shall reflect credit upon the profession.
2. Competence – It is very important that as an FPA member you must provide competency in providing professional services to your clients.
3. Confidentially – One of the major responsibilities of an FPA member is to never disclose any confidential client information without having any consent from the client unless it has something to do with legal issues
4. Integrity – It is vital that FPA members must offer and provide professional services with integrity.
5. Fairness – All FPA members must perform professional services in a manner that is fair and reasonable to their clients, principals, partners and employers.
6. Diligence – FPA members must always act diligently in providing professional services to their clients.
7. Objectivity – FPA members should always be objective in providing professional services to their clients.
Through this article you will know about the Financial Planning Association and what the association is all about. Find out more about the Financial Planning Association by visiting and learn more about FPA and its principles.
The Financial Planning Association is known to be the largest membership organization for Certified Financial Planner (CFP) professionals in the U.S. as well as those members who has great support on financial planning process. The organization is governed by a volunteer Board of Directors who is in charge of helping the organization reach its mission while following the organization’s by laws.
This is a leadership and advocacy organization for those who provide support and benefit from financial planning. The main goal of this organization is to be a community that provides the value of financial planning and at the same time advances the practice of financial planning. And most of all the association works closely with academic leaders, legislative bodies, regulatory bodies, financial services firms and also consumer interest organizations.
The FPA is a unique network of nationwide organization that encourages both personal and professional developments and networking in a local approach. FPA members must adhere to the highest standards of professionalism, competency and ethical practices that are vital in the financial services industry. Aside from that FPA members must adhere closely to the Code of Ethics which will reflect their commitment to help their clients achieve their lifelong goals. All FPA members are asked to commit to the Code of Ethics whether you are certified or not. These members include Certified Financial Planners, financial services professionals, educators as well as students.
Below is the Code of Ethics that the members should live by:
1. Professionalism - FPA members conduct at all times shall reflect credit upon the profession.
2. Competence – It is very important that as an FPA member you must provide competency in providing professional services to your clients.
3. Confidentially – One of the major responsibilities of an FPA member is to never disclose any confidential client information without having any consent from the client unless it has something to do with legal issues
4. Integrity – It is vital that FPA members must offer and provide professional services with integrity.
5. Fairness – All FPA members must perform professional services in a manner that is fair and reasonable to their clients, principals, partners and employers.
6. Diligence – FPA members must always act diligently in providing professional services to their clients.
7. Objectivity – FPA members should always be objective in providing professional services to their clients.
Through this article you will know about the Financial Planning Association and what the association is all about. Find out more about the Financial Planning Association by visiting and learn more about FPA and its principles.
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