|Our Mission / Vision|
The Financial Planning Association is the membership organization for the financial planning community. FPA has been built around four Core Values - Competence, Integrity, Relationships and Stewardship. We want as members those who share our Core Values. FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA's strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP® mark as the cornerstone of the financial planning profession.
FPA was created on the basic foundation that the CFP® marks best represent the promise and the future of the financial planning profession. CFP® certification offers the public a consistent and credible symbol of professional competence in financial planning. And FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.
FPA members include individuals and companies that are dedicated to helping people make wise financial decisions to achieve their life goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner; the planner should be a CFP® certificant.
FPA is committed to improve and enhance the professional lives and capabilities of our members. We offer a variety of programs and services to that end.
The Financial Planning Association – Philadelphia Tri-State Area (FPA-PTSA) is a not for profit corporation offering a wide variety of personal finance advice from Certified Financial Planners (CFP®). As one of the three largest chapters in the United States, the FPA-PTSA consists of over 720 active members from Philadelphia, Delaware and Southern New Jersey.
Who are FPA Members?
FPA's individual members include financial planners, many of who hold the CFP certification or are pursuing CFP certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.
FPA's Broker/Dealer Division is for NASD member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products.
FPA's Corporate Division includes corporations and other entities that provide products and services offered to or through financial advisers.