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.
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.
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.
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.