Financial Planning Association

https://www.financialplanningassociation.orghttps://www.financialplanningassociation.org/contactfpa@onefpa.org

About the Organization

The Financial Planning Association (FPA) is a U.S.-based professional membership organization dedicated to supporting and advancing the financial planning profession. Its mission is to elevate the profession through advocacy, professional development, and promoting high standards of competence and ethics for financial planners.

Policy Goals

Financial services regulation, fiduciary standards, retirement security policy, tax policy affecting financial planning, consumer financial protection, and professional standards for financial advisors

Funding

Membership dues, conference and event revenue, sponsorships, and educational program fees

Affiliates

Certified Financial Planner Board of Standards (CFP Board), National Association of Personal Financial Advisors (NAPFA), Financial Planning Coalition

Legal Structure

Non-profit professional association

Opposing Bills

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