Financial Planning Association
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The Financial Planning Association (or FPA) (U.S.), is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.
The organization was created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), Its stated primary aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors.
It publishes a peer-reviewed journal in the financial planning profession, the Journal of Financial Planning.
On December 12, 1969, Loren Dunton convened a gathering of 13 financial services industry leaders at the O'Hare Hilton in Chicago. As a result of this meeting, the Society for Financial Counselling [sic] was formed as an umbrella for both a membership organization, the International Association for Financial Planning (IAFP), and an educational arm, the College for Financial Planning. The first graduating class of the College, in turn, formed the Institute of Certified Financial Planners (ICFP) in 1973.
On January 1, 2000, the IAFP and ICFP merged to form the Financial Planning Association (FPA). David Brand, the former executive director of the ICFP and Janet McCallen, the former executive director of the IAFP, took over as the co-CEOs of the merged organization. Brand departed at the end of 2000, leaving McCallen as sole CEO. In January 2004, McCallen was succeeded by Marv Tuttle, who served until October 3, 2012, when he was succeeded by Lauren Schadle as CEO .
Members are able to join "Communities of Interest", organized by type of practice, stage of career, niche, and other interests. The first FPA Community of Interest was FPA NexGen, for young planners under the age 36. NexGen had been first created as an independent community in 2004 by Aaron Coates, Michael Kitces, Dave Demming Jr, and April Johnson, and was merged into the FPA several years later.
Financial Planning Coalition
On December 3, 2008, FPA joined forces with Certified Financial Planner Board of Standards, Inc. (CFP Board) and National Association of Personal Financial Advisors (NAPFA) to form the Financial Planning Coalition, with the goal to represent financial planners as the U.S. government works to reform the financial services industry.
Past Board of Directors Leadership
Since its formation in 2000, the President of the Financial Planning Association's Board of Directors has been:
2000 - Roy Diliberto, CFP
2001 - Guy Cumbie, CFP
2002 - Bob Barry, CFP
2003 - Dave Yeske, CFP
2004 - Elizabeth Jetton, CFP
2005 - Jim Barnash, CFP
2006 - Dan Moisand, CFP
2007 - Nick Nicolette, CFP
2008 - Mark Johannessen, CFP
2009 - Rich Salmen, CFP
2010 - Tom Potts, CFP
2011 - Marty Kurtz, CFP
2012 - Paul Auslander, CFP
2013 - Michael Branham, CFP
2014 - Janet Stanzak, CFP
2015 - Ed Gjertsen, CFP
2016 - Pamela Sandy, CFP
2017 - Shannon Pike, CFP
2018 - Frank Pare, CFP
2019 - Evelyn Zohlen, CFP
2020 - Martin Seay, CFP
2021 - Skip Schweiss
- Brandon, Denby H., Jr. and Welch, H. Oliver, "The History of Financial Planning: The Transformation of Financial Services," Wiley, Hoboken, NJ, October 12, 2009
- "FPA Primary Aim and Core Beliefs". www.fpanet.org. 2012-10-28. Retrieved 2012-10-28.
- Yeske, David B., Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners (January 11, 2010). Available at SSRN: http://ssrn.com/abstract=1601327
- "Big Shift at FPA: Tuttle Steps Down, COO Schadle Steps Up". www.advisorone.com. 2012-08-21. Retrieved 2012-10-28.
- http://www.fpanet.org/professionals/Connect/CommunitiesofInterest/NexGen/Home/ FPA NexGen
- "FPA Selects Largest Corporate Sponsor As First Ever Vendor Representative To Become National Board President". www.kitces.com. 2019-10-17. Retrieved 2019-10-21.