CFP

Fee Only

Ethics Code

Oath

NAPFA

FPA

Paladin Registry

What is the Financial Planning Association (FPA)?

The Financial Planning Association is the most broad membership organization for the financial planning community. It is built around four core values:
  1. Competence
  2. Integrity
  3. Relationships
  4. Stewardship

The primary aim of the FPA is to be the community that fosters the value of financial planning and advances the financial planning profession.

We currently sit on the board of the FPA of Michigan. You can find out more information about the FPA at www.fpanet.org or Michigan Chapter of the FPA at www.fpami.com.