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BENEFITS OF MEMBERSHIP
As a member of the Financial Planning Association (FPA®), you have access to a combination of the best networking and educational opportunities the financial planning community has to offer. You will connect with your colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources, to name a few.
Here’s what you can expect from membership in the Financial Planning Association:
• A strong network of nearly 30,000 financial planning professionals
• Opportunities to develop relationships with colleagues and other financial experts through various programs
• Monthly chapter meetings offering outstanding continuing education programs
• Nationally recognized conferences at substantial member discounts
• Practice management and business tools, including Journal of Financial Planning, online information and networking services
• Strengthened advocacy and public awareness efforts to promote the value of financial planning and the CFP® mark
The Financial Planning Association is the community that fosters the value of financial planning and advances the profession. We understand that your time is precious, that is why FPA stays focused on giving you what you need to support you in your success.
To help familiarize you with the many benefits you have as a member of FPA, please use the links below:
Member Benefits Video Presentation
Legislative Advocacy
Continuing Education
Career Development
FPA Connections Online
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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