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Financial Planning Academy™ (FPA)

The Financial Planning Academy™ (FPA) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent and ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education as well as a client-centered financial planning process.

FPA is built around four Core Values - Competence, Integrity, Relationships and Stewardship. FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession.

FPA members include individuals and companies that are dedicated to a client-centered financial planning process. We provide the resources, tools, education and leadership development that is necessary for our members’ success.

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