FPAMA - Financial Planning Association of Massachusetts.
Gold Level Chapter
Platinum Partners
Artio Global Investors
Bentley University
Charles Schwab
Chubb Personal    Insurance
CPS Elite Advisors    Insurance Services
FBR Funds
Forward Funds
Loomis Sayles
Morningstar
Pioneer Investments
Prospect Mortgage
Trust Company of America
US Global
   Investors Inc.
Wellesley Investment
   Advisors, Inc.
William Blair Funds

Silver Partners - 2010 Conference
Direxionfunds
Laserfiche
TD Ameritrade    Institutional
The Financial Planning Association™ of Massachusetts helps people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.

FPA™ MA honors itself and inspires others by recommending legislation, elevating public awareness, promoting financial literacy and advocating for sound economic and tax policies. While our environment may change, FPA™ MA is committed to providing leadership on these fronts. We as FPA™ MA members resolve to support one another and to add to the dignity and meaning of the countless lives we touch.

 

The Financial Planning Association® (FPA®) of Massachusetts was recognized at FPA’s 2009 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.

The Financial Planning Association® (FPA®) of Massachusetts was recognized at FPA’s 2009 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.

The primary aim of the FPA™ MA is to be the community that fosters the value of financial planning and advances the financial planning profession. The FPA™ MA strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP® mark as the cornerstone of the financial planning profession.


Financial planning is the process of establishing personal and financial goals and creating 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 goals.

The Financial Planning Association is the membership organization for the financial planning community. It was created when the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) unified on January 1, 2000. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process.

FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The 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.

Local Chapters
A nationwide network of local chapters is the backbone of the FPA. Each one promotes the advancement of knowledge in financial planning, supporting programs and projects that enable members to better serve their clients.

Publications
The FPA’s official publication is the Journal of Financial Planning . This award winning publication features prominent writers who cover all aspects of financial planning including news that shapes the community. Also, the FPA has a web presence at www.fpanet.org . FPA’s web presence includes articles, forums, on-line networking, and substantive information of interest to those who support the financial planning process.

Consumer Assistance
 The FPA offers services and resources designed to help the public understand the importance of the financial planning process and the value of objective advice from a CFP® professional. Resources include issue-based campaigns designed to educate consumers about specific personal finance issues, a service to connect consumers with local CFP® professionals, web-based consumer information and brochures. Consumers can visit www.fpanet.org to access this information. They can also call 1.800.282.PLAN.


Not every person who is described as a financial planner holds the CERTIFIED FINANCIAL PLANNER™ designation. To earn the CFP® mark, individuals must meet the continuing education, ethics, examination and experience prerequisites set by the Certified Financial Planner Board of Standards, Inc. - the professional regulatory body, also located in Denver, CO (CFP Board). CFP® candidates must study and successfully complete a demanding examination process, administered by the CFP Board, covering 106 topics in six disciplines: asset management, employee benefits, estate planning, insurance, investing and retirement.

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