About

About the Financial Planning Association (FPA®)

The Financial Planning Association (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.

How does FPA assist the public?

FPA is the premier resource connecting consumers with financial planners that will deliver advice using an objective, client-centered, ethical process. Through FPA, consumers can:

FPA believes that public service is an important part in building the financial planning profession and has a strong commitment to providing pro bono financial planning in times of disaster and to those in need. FPA's National Financial Planning Support Center, funded in part by grants from the Foundation for Financial Planning, provides one-on-one pro bono financial planning consultations to victims of disaster and the military.

Why is FPA involved with Plan for Your HealthSM?

Aetna and FPA have partnered on Plan for Your Health to educate consumers about the importance of health benefits planning and the relationship to personal financial health. FPA is involved because of their dedication to educating consumers about the value of financial planning.

Because the trend in health insurance is moving toward consumer choice, consumers will have the opportunity to take more responsibility for their health insurance/benefits choices. Our campaign seeks to provide consumers with the tools needed to guide their choices.