Being A Member Of The Financial Planning Association
The financial planning sector is made up of highly respectable and reputable professionals. Certified Financial Planners (CFPs) as well as Financial Planners are one of the most important professionals working in any industry for the play important roles in the lives of many individuals and businesses. And with that being said only shows how important it is for these professionals to be well guided. This is when the role of the Financial Planning Association (FPA) takes its place.
The Financial Planning Association is 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. This is an organization that is based in Denver, Colorado and has nearly a hundred chapters around United States. This 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.
The FPA 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.
The association also works closely with academic leaders, legislative bodies, regulatory bodies, financial services firms and also consumer interest organizations. The FPA members are consist for Certified Financial Planners, financial services professionals, educators, students and other professionals. The FPA’s unique network of nationwide chapters encourages both personal and professional development in all levels.
All its members must adhere to the highest standards of professionalism, competency and ethical practices that are vital in the financial services industry. The members must show commitment to a high level of professionalism, competency, ethical conduct and most of a clear and complete disclosure for financial planning professionals. Aside from that FPA members must always adhere closely to the Code of Ethics which will reflect their commitment to help their clients achieve their lifelong goals. Living under these principles will help guide financial planning professionals to be always in the right path when it comes to their career.
Below are the Code of Ethics that FPA members have to abide with:
1. Competence - you must provide competency in providing professional services to your clients.
2. Confidentiality - never disclose any confidential client information without having any consent from the client.
3. Diligence - always act diligently in providing professional services the clients.
4. Fairness – always perform professional services in a manner that is fair and reasonable to their clients, principals, partners and employers.
5. Integrity – you must always offer and provide professional services with integrity.
6. Objectivity - always be objective in providing professional services to the clients.
7. Professionalism – your conduct should always reflect credit upon the profession.
By having the FPA and being a member of it can surely guide your financial planning career in every step of the way.
Through this article you will know about the Financial Planning Association and how significant their role is. To understand more about the Financial Planning Association you can go to and learn more what the FPA is all about.