This highly respected publication features prominent writers who cover all aspects of financial planning including news that shapes the profession. To assist members in meeting continuing education requirements, the FPA and local societies sponsor conferences, seminars and retreats. These educational programs are conducted nationwide and feature nationally recognized authorities. Financial planning is the process of establishing financial goals and creating a way to reach them. The process involves taking stock of all existing resources, developing a plan to utilize them and systematically implementing the plan in order to achieve the objectives.
Financial planning is an ongoing lifetime process.
Not every person who is described as a financial planner holds the Certified Financial Planner designation.