The Financial Planning Association

The financial services industry is a highly regulated sector. That is why the industry is well guided by the Financial Planning Association (FPA). The FPA is greatly known as the heart of financial planning. This is also known as a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. The primary goal of this organization is to be the main community that fosters the value of financial planning and at the same time advances the practice and profession of financial planning.

The Financial Planning Association (FPA) is considered to be the largest membership organization for Certified Financial Planner professionals in the United States. The other members of the organization are also those people who support the financial planning process. The FPA works closely with academic leaders, legislative and regulatory bodies, financial services firms as well as those consumer interest organizations. FPA members are made up of Certified Financial Planner professionals, financial services professionals, educators, students and other professionals.

It is very important that all FPA members must commit to the highest level of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. On top of that FPA members must commit to the highest level of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. Such commitment matters a lot because this can help ensure your client’s protection and privacy. Having this implemented by the organization shows how important it is for FPA members to always adhere to the standards of client’s care. Having this practice matters because  this shows how important it is to put the client’s bets interest first, act with due care and utmost faith, never mislead your clients, must provide and full disclosure of all material facts and lastly must disclose and fairly manage all material conflict of interest.

As members of the Financial Planning Association it is important that Certified Financial Planners should always remain truthful to their skills, capacity, experience and benefits that they receive. It is also important that as a financial professional they must also clearly document the range of product and services that they can offer in order to establish a good, truthful and effective working relationship with their clients. It is also vital that a financial professional must state the abilities and limitation of the products and services that he or she can offer in order to help ensure the quality services. In this way you will be able to assure your clients that what you offer them is suitable to their needs. And most of all, they must always explain properly the charges and costs to their client’s before the start of any working transactions.

The Financial Planning Association sets a mandate that all its members must adhere to the Code of Ethics that will reflect their commitment in helping their clients achieve their life goals. That is why it is important that FPA members must closely adhere to the Code of Ethics.

Know how important having the Financial Planning Association and how they help the industry. To understand more about the Financial Planning Association you can go to and learn more about the FPA and its bylaws.