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The financial planning Association (FPA) is a leading organisation
that represents and governs the financial planning community. It is
the peak specialized body for financial planners, representing
approximately 12,000 individuals and businesses. The FPA is
administered by a volunteer Board of Directors who is thrilled with
helping the organization reach its primary goal while safeguarding
the organization's rules.
The financial planning Association believes that everyone needs
advice from a financial planner in order to make informed financial
decisions, and that the financial planner should be a certified
financial planner licensee. They demonstrate a commitment to the
highest standards of professional competence, ethical conduct and
clear, complete disclosure for financial planning professionals.
They undertake the task of fulfilling client’s dreams and goals. The
Association’s staff creates an unparalleled membership experience by
personifying the organisation's core values.
The individual members of financial planning Association include
financial planners, accountants, attorneys, bankers, charitable
giving specialists, insurance agents, stockbrokers, money managers,
investment consultants, corporate executives and others who excel in
the financial planning process.
Benefits of being a FPA member: :
The best benefit offered by the financial planning association, to
the practitioners who succeed as financial planners, is the
promotion of knowledge of financial planning, sharing best practices
and encouraging professional development. They also provide
opportunities for members to develop leadership skills to advance
their professional and personal goals. Financial planning
Association is the only institutional membership which connects
firms that support the financial planning process to the financial
planning community. It is the foremost resource for information and
tools, and connects consumers with financial planners using a client
centred, ethical process. Through FPA, clients can:
Be connected with a certified financial planner professional.
Receive knowledge on a variety of financial topics.
Seek information from any FPA member about general financial
planning.
A key initiative taken by the financial planning Association’s
social responsibility program has enabled the members to provide
free or reduced cost financial advice to its consumers.
Value of advice :
Financial planning Association has initiated the ‘Value of Advice’
campaign to build awareness among the consumers about the importance
of obtaining professional financial planning advice. The members of
the association, who exhibit ‘best practice’ financial advice for
their clients, are publicly acknowledged with the ‘Value of advice’
awards. The FPA is also inviting all members to make a "Voluntary
Contribution" to a number of valuable causes, including the Value of
Advice campaign, CFP Mark campaign, Future 2 campaign etc.
The FPA recognition internationally
The financial planning Association has international members in 32
countries that form an integral part of its diverse community. Out
of these groups, 23 countries offer support to foster the profession
outside the country. They work to expand public awareness, maintain
high standards in member practices, and ensure the highest level of
competence and ethics in financial planning. With the help of
experience colleagues all around the world, Financial Planning
Association is growing internationally. FPA believes in the
importance of the global financial planning profession and works to
support its growth.
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