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FPA OF SAN ANTONIO & SOUTH TEXAS
VISION STATEMENT
The vision of the Financial Planning Association of San Antonio and South Texas is to:
♦Promote the financial planning process and the CFP® professional as the most effective avenues through which people can pursue their financial goals and objectives;
♦Foster a community of competent and ethical members with a shared vision for financial planning;
♦Provide opportunities for professional development, networking, and community involvement; and
♦Advance awareness of issues relevant to the practice of financial planning.
MISSION STATEMENT
The mission of the Financial Planning Association of San Antonio and South Texas is to champion excellence and high ethics in the practice of financial planning and to promote the value of the CFP® mark as the cornerstone of the financial planning process.
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WHAT IS THE FINANCIAL PLANNING ASSOCIATION?
The Financial Planning Association of San Antonio & South Texas is a 200-member organization for the financial planning community in the San Antonio and South Texas area.
FPA of San Antonio & South Texas has been built around four Core Values - Competence, Integrity, Relationships and Stewardship. We want as members those who share our Core Values.
FPA members include individuals and companies that are dedicated to helping people make wise financial decisions to achieve their life goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner; the planner should be a CFP® certificant.
FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA strives to accomplish its objectives by welcoming all those who advance the financial planning process and by promoting the CFP® mark as the cornerstone of the financial planning profession.
FPA was created on the basic foundation that the CFP® marks best represent the promise and the future of the financial planning profession. CFP® certification offers the public a consistent and credible symbol of professional competence in financial planning. FPA also benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.
FPA is committed to improve and enhance the professional lives and capabilities of our members. We offer a variety of programs and services to that end. We hope this site will help you learn about the many benefits of membership in the Financial Planning Association of San Antonio & South Texas.
Who are FPA Members?
FPA's individual members include financial planners, many of whom hold the CFP® certification or are pursuing CFP® certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.
FPA's Broker/Dealer Division is for NASD member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products.
FPA's Corporate Division includes corporations and other entities that provide products and services offered to or through financial advisers.
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MEMBER
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MALL
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Purchase a gift for someone from our website and FPA of SA & ST Chapter will receive a percentage of the purchase amount
Click here to shop
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2010 LUNCHEON PROGRAMS
11:47 am - 1 pm
Oak Hills Country Club
5403 Fredericksburg Rd.
PLEASE RSVP AT admin@fpasatx.org
NO LATER THAN THE FRIDAY PRIOR TO OUR LUNCHEONS
or call Birdie Sanchez at 210.822.6600
JANUARY 27
John Derrick
US Global
Topic: "Global Trends, Opportunities and Threats"
FEBRUARY 24
JOINT EVENING MEETING WITH
CFA SOCIETY OF SAN ANTONIO
Oak Hills Country Club
5403 Fredericksburg Rd.
Andrew Lo, PhD
"Adaptive Markets and the New Investment Paradigm"
5:30 p.m. - 8:30 p.m.
MARCH 24
Oscar Garcia
"Update on Social Security"
APRIL 22-25
FPA RETREAT
The Art and Science of
Financial Planning
San Antonio, Texas
APRIL 28
TBA
MAY 26
TBA
JUNE 23
TBA
JULY 28
TBA
AUGUST 25
TBA
SEPTEMBER 22
TBA
OCTOBER 20
TBA
NOVEMBER 17
TBA
NO DECEMBER MEETING
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