Who We Are

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA's nationwide network of nearly 100 chapters encourage professional development and networking on a local level.

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. The Association's staff is dedicated to creating an unparalleled membership experience. FPA seeks staff who embody the organization's Core Values.

Code of Ethics

From its earliest designs, the Financial Planning Association (FPA) included a mandate that members adhere to a Code of Ethics that reflects their commitment to help clients achieve their life goals. All FPA members are asked to commit to this Code, CFP® certificants and non-CFP certificants alike.

FPA's Ethics Committee is charged by the Board of Directors with reviewing alleged violations to the Code of Ethics and advising staff on ways to enhance awareness by FPA members of their obligations under the Code.

Integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence 

Standard of Care

 All financial planning services will be delivered in accordance with the following standard of care:

Put the client's best interests first; Act with due care and in utmost good faith; Do not mislead clients; Provide full and fair disclosure of all material facts; and Disclose and fairly manage all material conflicts of interest.