Primary Aim
FPA® is the community whose aim is to foster the value of financial planning and advances the financial planning profession. FPA benefits the public by helping to make wise financial decisions to achieve their life goals and ensures that financial planning is delivered through competent, ethical financial planners
Visioning Statements
The following five statements (combined) represent the core of our Financial Philosophy and how we look at resource allocations in the association.
• Financial resources exist to further the vision of the association and provide values to members.
• All financial decisions will be filtered through and must support the core ideology and values of the association.
• We will strive for financial strength and will not spend the last dollar of the association. Financial strength will enable the association to weather future financial storms while continuing to deliver member value.
• Our systems and processes will be clear and responsive to the needs of the association, yet we realize that we live in a world that constantly changes and therefore must embrace new thinking relevant and adaptable to these changes.
• Having a sound financial philosophy will enable FPA to fulfill its mission to be the community that fosters the value of financial planning and advances the financial planning profession.
Core Values
FPA is build around four core values. They describe our intended state of being.
• Competence: Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.
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