Financial Planning Association - As the leader in connecting individuals and firms who provide and support the financial planning profession, the Financial Planning Association educates individuals and is committed to providing a client-centered financial planning process. Its aim is to promote the value of financial planning and advance the financial planning profession. It has 100 chapters in the United States representing over 28,500 members involved in financial planning services, such as accountants, lawyers, bankers, insurance agents, and more. The site offers learning resources for individual financial planners and firms. It also offers a planner search tool to help you find a skilled CFP.
Financial Planning Association Site Navigation Tips
When navigating the FPA site, Moneysmartz recommends the following links to get the most from the site:
- Learn: Information and learning materials for personal financial planning.
- Research Center: Online resources for individual planners and firms.
- PlannerSearch: Search for financial planners by location or specialty.
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