Financial Planning Association Explained

Financial Planning Association
Type:Professional association
Focus:-->
Location City:Denver
Location Country:United States
Region Served:United States
Membership:22,000
Membership Year:2022

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

FPA is primarily focused on supporting Certified Financial Planner members.

History

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]

Notes and References

  1. Web site: FPA Membership Brochure. financialplanningassociation.org . 2021-04-05.
  2. Book: Brandon, E. Denby . The History of Financial Planning: The Transformation of Financial Services . 2009 . Wiley . San Francisco . 978-0470180747.
  3. News: A Concise History of the Financial Planning Profession . Yeske. Dave . September 2016 . 29 . 11 . Journal of Financial Planning. Denver.