Who We Are

The Financial Planning Association® (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its Primary Aim while upholding the organization’s bylaws.

FPA’s staff is dedicated to creating an unparalleled membership experience. FPA seeks employees who embody the organization’s Core Values.

FPA Members

FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. 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
  • Others Who Champion the Financial Planning Process

FPA Institutional Membership connects firms that support the financial planning process to the financial planning community.

Member Benefits

As an organization that helps practitioners succeed as financial planners, we cultivate the body of knowledge for financial planning, share best practices and encourage professional development. FPA also provides opportunities for members to develop leadership skills to advance their personal and professional goals.

FPA & the General Public

FPA is a premier resource for information and tools, connecting consumers with financial planners who will deliver advice using an objective, client-centered, ethical process. Through FPA, consumers can: