FPA Standard of Care

​​You should experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning. It is essential that you obtain a commitment of professional care, quality and excellence in the services you receive. FPA requires its members to deliver financial planning services in accordance with the FPA Standard of Care that pledges to:​

  • Put the client’s best interests first.
  • Act with due care and in utmost good faith.
  • Not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.

​​Choosing a CFP professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. FPA recommends you interview at least three CFP professionals to find one that best serves your needs. Learn more about questions to ask to help you better understand a financial planner’s background, knowledge, experience, and competency. When you’re ready, be sure to visit PlannerSearch®​​​ to begin your search for a financial planner.

Looking for a financial planner? Use the link below to find a planner in your area. Find a Planner


Why should you consult with a CFP Professional? Why a CFP Professional?


Articles of Interest

Your 401(k) and Prudently Managing It
Long-Term Care, Disability and Critical Illness Insurance
Baby Steps – Financial Planning for Expectant Parents
IRA Rollovers: A How-To FAQ
10 Tips to Stretch Your College Dollar – A Crash Course for Cash-Strapped Students
Careers in Finance – Opportunities Abound for Students, Recent Grads and Other Job Seekers
Eight Oft-Overlooked but Potentially Indispensible Types of Insurance
Are Alternative Investments Right for You
Tips to Take Your International Travel Dollars Further
Money and the Newly Independent Woman – Navigating the Financial Challenges of Divorce and Widowhood
Nest Egg Knowhow – Income Planning for the Retirement-Minded
Safe Money – Weighing Savings Options in a Low-Interest Rate Environment
Year Round Tax Tips for Business Owners
RMD Time – A Guide to Handling Retirement Account Distributions
Sandwiched – Relieving the Financial Stress of Aging Parents and Adult Children
Millenials and Money – Ten Wise Financial Planning Moves for Gen Y’ers

Launching a Business – A Financial Primer for Entrepreneurs

Catch-Up Strategies to Close a Retirement Savings Deficit



Upcoming Events

  1. January Member Meeting at the Federal Reserve

    January 17, 2018 @ 8:00 am - 10:30 am



If you have a suggestion for a speaker or have an idea for one of our future events please let us know. We appreciate your feedback and ideas.