Financial Planning Association

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Financial Planning Association (FPA) is the largest membership organization in the USA representing financial planners. Current membership is 22,000.[1]

FPA is primarily focused on supporting Certified Financial Planner members. The organization was formed from the merger of the Institute of Certified Financial Planners and the International Association for Financial Planning on January 1, 2000. The International Association for Financial Planning was founded in 1970 and the Institute of Certified Financial Planners was formed in 1973 by the first graduating class of the College for Financial Planning.[2][3]

References[edit]

  1. ^ "FPA Membership Brochure" (PDF). financialplanningassociation.org. Retrieved 2021-04-05.
  2. ^ Brandon, E. Denby (2009). The History of Financial Planning: The Transformation of Financial Services. San Francisco 94105: Wiley. ISBN 978-0470180747.CS1 maint: location (link)
  3. ^ Yeske, Dave (September 2016). "A Concise History of the Financial Planning Profession". 29 (11). Denver: Journal of Financial Planning.