FPA Dallas/Fort Worth Vision & Mission Statements

FPA DFW 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 DFW 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.
  • To build a growing membership that is unified by a shared vision.
  • To 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 Assocation a community where members feel comfortable exercising their gifts and pursing their passion for the benefit of the organization.

 

FPA Dallas Fort Worth
P.O. Box 261750
Plano, TX 75026
execdir@fpadfw.org