FPA

The Financial Planning Association (FPA) is a professional membership organization for CFP^® professionals and others who support the financial planning process. FPA works to advance the financial planning profession through education, professional development, advocacy and connection within the financial planning community. Visit www.fpanet.org for more details.

Financial Planning Association

FPA supports high standards of professional competence, ethical conduct, and clear disclosure in serving clients. The organization has also expressed support for financial planning delivered by CFP^® professionals under a fiduciary standard of care. Allodium’s association with FPA reflects our support for continued learning and professional standards. FPA’s educational resources help financial planning professionals stay informed about developments in the field and strengthen the knowledge they bring to their work with clients.

Financial planning draws on many disciplines, from retirement and investment planning to taxes, insurance and estate planning. FPA offers webinars, conferences and other educational programs to help professionals deepen their knowledge across these areas and keep pace with developments in the field. Its national events and local chapter programs combine formal learning with opportunities to discuss practical challenges with peers.

Through live and on-demand webinars, national conferences and local chapter events, FPA offers different ways for planners to build their knowledge and learn from one another. These programs connect educational content with discussion among peers, giving professionals opportunities to explore planning issues beyond their own practices.

Let’s Meet

We invite investors with portfolios over $1 million to a
complimentary “Get Acquainted” meeting or phone call
with one of our financial advisors.

Contact Us