
The Financial Planning Association ® (FPA ®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals*, educators, financial services providers and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. By providing opportunities for professional development, business support, advocacy and community at the national and chapter levels, FPA is truly indispensable in the advancement of today's CERTIFIED FINANCIAL PLANNER™ professionals.
Newsletters
-
Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
-
All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Car Affordability
How much can you afford to pay for a car?