FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. We deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process.
To promote and provide professional education; to reinforce our rigorous Code of Ethics; to use our knowledge and talents by giving back to our communities; and to promote the values of Financial Planning and the financial planning process.
- 2015 Tax Planning: Year-End Tips for Clients – November 18, 2015
- Ethics – December 2015
- “Teaming Up to Serve Our Clients: Professional Advisor Collaboration” – December 16, 2015
- Economic Forecast – January 20, 2016
- College Planning: 9 Ways to Help Your Clients Solve the $1.2 Trillion Problem” – February 10, 2016