Entities

Financial Planning Association

Acronym
FPA
Entity Type
Industry
Location
Founding Date
2000

The Financial Planning Association® (FPA®) is a leadership and advocacy organization with a focus on the pursuit of mastery in the practice, business and profession of financial planning. FPA is the principal membership organization and professional home for committed practitioners, educators, and financial services professionals who want to master the practice of financial planning and help shape the future of the growing, dynamic profession. FPA helps practitioners advance their knowledge and expertise through every phase of their careers, and promotes education and professional ethics in the field, while also helping potential clients locate qualified financial planners in their area.

  • The FPA was created through the merger of the Institute of Certified Financial Planners and the International Association of Financial Planners.

  • The FPA provides best-in-class educational programming, courses and training, and profession-leading publications.

  • The Financial Planning Association also promotes research in the field by publishing the peer-reviewed “Journal of Financial Planning”.