Partners

The Financial Planning Coalition (Coalition) is a collaboration of the three leading national organizations in financial planning: Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA).  Together, these organizations account for more than 80,000 financial planner professionals across the U.S.  The Coalition provides a strong and unified voice promoting the recognition and regulation of financial planners and increased investor protection.

About CFP Board

CFP Board is a non-profit certification and standard-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for the delivery of competent and ethical personal financial planning services.  Over 70,000 CFP® professionals voluntarily agree to comply with CFP Board’s rigorous standards, including education, examination, experience and ethics, as well as to subject themselves to the disciplinary oversight of CFP Board.

About FPA

FPA® is the largest membership organization for CFP® professionals and those who support the financial planning process in the U.S. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA® helps connect all in its membership in a variety of unique and compelling ways. With over 23,000 members and a national network of over 90 chapters, FPA® represents financial planners, educators and allied professionals involved in all facets of providing financial planning services.

About NAPFA

NAPFA is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
NAPFA members are trusted, objective financial advisors for consumers and institutions alike.  Professionals who become NAPFA-registered financial advisors are committed to the organization’s core values of competency, comprehensive financial planning, fee-only compensation, client-centered standard of care, complete disclosure of potential conflicts of interest and explanation of fees.