Professional Qualifications

The National Association of Personal Financial Advisors (NAPFA) is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. NAPFA members are an exclusive group of advisors that do not accept sales commissions or referral fees of any kind. There are less than 1,500 members in the entire United States. NAFPA requires 60 hours of continuing education credits of its members every two years.

Recognizing their fiduciary responsibility to clients and the public, NAPFA Members uphold the highest standards of care in the industry by espousing and practicing:

• Objectivity
• Complete Disclosure
• Integrity and Honesty
• Competence
• Confidentiality
• Fairness and Suitability
• Professionalism, and
• Regulatory Compliance.

The primary aim of the Financial Planning Association (FPA) is to be the community that fosters the value of financial planning and advances the financial planning profession. 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^® professional.

The Chartered Financial Analyst^® (CFA^®) designation is one of the fastest growing professional credentials in the world and is a globally recognized standard for measuring the competence and integrity of investment professionals. The CFA^® designation is regulated by the CFA Institute and is awarded after the successful completion of it’s rigorous program. 
 

The Certified Financial Planner Board of Standards, Inc. regulates the Certified Financial Planner™ (CFP^®) designation. The CFP^® certification process identifies to the public that the individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.