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Certified Financial Planner Board of Standards enforces uniform standards of competence, practice and ethics of financial planners through rigorous, validated and professionally administered education, examination, experience and ethics requirements. |
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The Financial Planning Association connects those who need, support and deliver financial planning. They believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. |
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The National Association of Active Investment Managers is a non-profit association comprised of registered investment advisors who utilize market timing and dynamic asset allocation strategies to manage assets invested in mutual funds. Today, NAAIM includes roughly 200 member firms nationwide, managing an estimated $14 billion. |
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The National Association of Personal Financial Advisors is the nation’s leading organization of fee-only comprehensive financial planning professionals. NAPFA registered financial advisors operate under a strict code of ethics and must satisfy continuing education requirements that are twice the level for maintaining Certified Financial Planner standing. |
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The National Association of Estate Planners and Councils is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the publics need in estate planning. |
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Since 1946, the not-for-profit Boston Security Analysts Society has been a point of connection for one of the world’s most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues. |
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The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world. |
