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FPA Dallas/Fort Worth Recognized at the 2016 FPA Leaders Conference

 

The Financial Planning Association® (FPA®) of Dallas/Fort Worth was recognized at FPA’s 2016 Chapter Leaders Conference as a Roadmap to Success Recipient.  The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, community outreach, member outreach, pro bono outreach, member development and special achievements.  

 

"It’s an honor to be recognized for our achievements,” said Rett Dean, CFP®, President of FPA of Dallas/Fort Worth. "We’ve worked diligently over the past year to increase our success and are proud that our efforts have been recognized on a national level.”

 


 

 

 

FPA of Dallas/Fort Worth is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes 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. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.
 
The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.ONEFPA.org or call 800.322.4237.


 

FPA Dallas/Fort Worth Mission Statement

The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the practice of financial planning and to promote the value of the CFP® designation.
 

FPA Dallas/Fort Worth Vision Statement

The vision of the Financial Planning Association of Dallas/Fort Worth:

  • To promote the value of the financial planning process as a way for people to achieve their goals and dreams; and promote the CFP® licensee as the professional best able to help individuals do so.
  • Build a growing membership that is unified by a shared vision.
  • Build a board and committee structure powerful enough that we will not have our vision stunted by a lack of manpower.
  • Make the Financial Planning Association a community where members feel comfortable exercising their gifts and pursuing their passion for the benefit of the organization.

 

more Calendar

12/1/2017 » 3/1/2018
2018 FPA DFW Season Ticket Application

1/26/2018
FPA DFW Chapter Meeting - For individuals attending the chapter meeting only

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