home_header_1_s1

Primary Aim, Core Values and Competance

Primary Aim

FPA® is the community that fosters the value of financial planning and advances the financial planning profession.

Core Values

At FPA, our Core Values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values:

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.

Integrity 

 We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.

Relationships

An inspired community transforming lives through inclusivity, innovation and collaboration.

Stewardship

 We recognize our responsibility to act with vision, ever mindful of the effects of our actions today and tomorrow on the future.
  


CI-logo-blue-and-red                                    Weitz