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WELCOME...
What is the Financial Planning Association (FPA)?
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.
Our organization has been awarded the Gold Level Award for 2008 from the National Financial Planning Association (FPA). 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.
What is the Financial Planning Process?
Financial planning is the process of establishing personal and financial goals and planning a way to reach them. The ongoing process involves taking stock of all your existing resources, developing a plan to utilize them, and systematically implementing the plan in order to achieve your short-and long-term goals. The plan must be monitored and reviewed periodically so that adjustments can be made, if necessary, to assure that it continues to move you toward your financial
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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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2009 LUNCHEON PROGRAMS
Lunch Noon - 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
JUNE 24
Gil Hine
"Property and Casualty Insurance: How a Financial Planner Can Add Value?”
(Click on link for handout)
JULY 22
TBA
AUGUST 26
Joint meeting with Planned Giving Council
SEPTEMBER 23
Rick Ferri, CFA of Portfolio Solutions
“Indexing in the 21st Century – How ETF’s have changed the World”
OCTOBER 28
Gary Morris
"Ethics"
and "Insurance Ethics" (an additional hour)
(2 CE Credits)
NOVEMBER 18
Tom L. Potts
Professor of Finance and Director of the Financial Services and Planning Program Department of Finance, Insurance and Real Estate Hankamer School of Business Baylor University
RESERVATIONS ARE REQUIRED
NO-SHOWS AND THOSE WHO FAIL TO CANCEL 24 HOURS IN ADVANCE
WILL BE INVOICED AS FOLLOWS:
MEMBERS - $20
NON-MEMBERS - $40
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