Print Page   |   Sign In   |   Register
Community Search
About Us
Share |

 

Elevating The Profession That Transforms Lives Through The Power of Financial Planning

 

We support our members in advancing through every phase of their career - encompassing the business, practice and profession of financial planning.

 


About Us

 

The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.

 



FPA Houston Vision

 

In our interactions with one another, we are committed to honesty, integrity, and open communication. Through the spirit of service, we foster stewardship and the development of recognized knowledge and competence.

 


FPA Houston Mission

 

The Financial Planning Association of Houston champions the value of the financial planning process and advances the financial planning profession with the CFP© mark as its cornerstone.  FPA Houston seeks to:

  • Foster competent, committed and ethical members;
  • Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment;
  • Build and retain a growing membership with a shared vision; and
  • Help people recognize the value of the financial planning process as a way to achieve their goals and dreams.

 

 

Code of Ethics


From its earliest designs, the Financial Planning Association included a mandate that members will adhere to a code of ethics that reflects their commitment to help clients achieve their life goals. One of the first acts of the FPA Board was to develop and institute that code.

In accord with founding documents created by the FPA's first board of directors, including the Memo of Intent and Bylaws, all FPA members will be asked to commit to this code of ethics. The FPA Code of Ethics guidelines capture the essence of the Certified Financial Planner Board of Standard's code but makes it applicable to all FPA members - CFP® certificants and non-CFP® certificants alike.

FPA's Ethics Committee is charged by the Board of Directors with reviewing alleged violations of the FPA Code of Ethics and advising staff on ways to enhance awareness by FPA members of their obligations under the Code.

 

FPA Code of Ethics

 

 

 

Association Management Software Powered by YourMembership  ::  Legal