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Financial Planning Association

The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Based in Denver, Colo., our association of financial planners, financial services experts, educators and students, has 95 chapters throughout the country representing tens of thousands of members involved in all facets of providing financial planning services. 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 financial planning profession.

FPA of Illinois is the largest chapter in terms of membership.  Because of the large geographical area for which the FPA of Illinois is responsible, it is sub-divided into regional councils. These councils each have their own officers and act autonomously within the framework of the Financial Planning Association of Illinois. The purpose of these Councils is to support the needs and objectives of the Chapter and thereby, help to fulfill the overall mission of the Financial Planning Association.

FPA of Illinois is comprised of the following five councils

  • Chicago Loop
  • North Shore
  • Northwest
  • West Suburban
  • South Suburban

           

Mission Statement

Inclusion: We will serve a broad, diverse membership
Member Development: Enhance the professional Development of our members through networking, education, and service opportunities
 

Vision Statement

To be the community that fosters the value of financial planning services.
To be the primary resource of support and information for our members, the public and the media. 
 

Values

We demonstrate leadership by:

  • Listening to each other and being fair and impartial;
  • Involving communities and respecting their input and opinions;
  • Treating each other with dignity and respect;
  • Broadening our cultural and social horizons beyond our usual experiences;
  • Treating others with compassion and responsibility;
  • Fostering teamwork within and outside the Association;
  • Taking responsibility and accountability for our actions;
  • Producing timely and reliable data and information;
  • Encouraging innovation and recognizing contributions;
  • Creating a work environment that encourages input and feedback;
  • Embracing the idea of continual learning and training.

 

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9/27/2017
North Shore Council "Death & Taxes: Improving the Unavoidable"

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