Planners in the News:
Edward Mora, CFP® to Serve as 2011 Disciplinary and Ethics Commission Chairman
Edward Mora, CFP®, (FPA OCC's chair for the Government Relations & Regulatory Affairs Committee) has been appointed to serve as the 2011 Chairman of the Disciplinary and Ethics Commission (DEC), an independent body charged with upholding the value and integrity of the CFP® certification by enforcing CFP Board's Standards of Professional Conduct.
Read more.
NEWS & EVENTS
Orange County Events
Events to come! Please check back soon.
^TopNational Events
We believe it is in your best interest to understand what services you are receiving from a financial planner, what results are being achieved and how a planner is compensated. We advocate for complete transparency, clearly understood information and high standards of conduct for anyone offering financial planning. FPA requires that all its members adhere to a Code of Ethics and deliver financial planning services in accordance with the FPA Standard of Care.
To ensure Americans best interests are served when receiving financial planning advice, FPA partnered with the CFP of Standards (CFP Board) and the National Association of Personal Financial Advisors (NAPFA) to create the Financial Planning Coalition. The Financial Planning Coalition works with legislators to encourage regulations that will help you identify competent, ethical advice-givers who are subject to a fiduciary duty in the delivery of financial planning services.
Community Service
The Financial Planning Association represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. We are committed to helping Americans achieve their goals and dreams and bring our financial expertise and resources to communities nationwide. Below are just some of the ways FPA is working for you.
FPA was pleased to celebrate its ninth annual Financial Planning Week® in October 2010. Financial Planning Week brings together those who provide, support and benefit from professional financial planning. During the week, FPA strives to create and build the public's awareness of the financial planning process to enable them to make smart financial decisions to achieve their life goals and dreams. Learn more about Financial Planning Week.
In celebration of Financial Planning Week, FPA and its nationwide network of chapters conducted events across the country, including Financial Planning Days, educational seminars, personal finance hotlines and interviews - more than 70 financial education events and 18 gubernatorial and mayoral proclamations were secured nationwide to help individuals discover the value of financial planning. In addition, FPA partnered with The Wall Street Journal for the sixth time to publish "A Guide to Financial Planning," for its October 12, 2010 supplement. FPA also continued to team up with Junior Achievement for the fourth consecutive year to teach elementary, junior and high school students' basic money management skills.
In addition to the traditional Financial Planning Week activities, Financial Planning Days, was launched by FPA, Certified Financial Planner Board of Standards, Foundation for Financial Planning and The U.S. Conference of Mayors to help Americans with their financial needs in October 2010. Free, no-strings attached advice and education was delivered through a series of financial planning clinics and educational workshops powered by the financial planning community and embraced by city governments in 20 cities nationwide. Through Financial Planning Days, we aspire to help Americans discover the value of financial planning, improve the nation's economic stability, and develop and implement sustainable community programs that continue to grow and support our initiative over time by empowering thousands of individuals with financial planning information. You can learn more about Financial Planning Days at www.FinancialPlanningDays.org or by calling 800.322.4237, Ryanne Enyeart (ext. 7151) or Amira Tart (ext. 7346). You can also e-mail us. View the 2010 Financial Planning Days video.
We're excited to announce that Financial Planning Week has been recognized on ASAE & The Center for Association Leadership's 2010 Associations Advance America Honor Roll. The 2010 Associations Advance America Awards program recognizes associations that propel America forward. Only 24 programs were selected for this recognition. View certificate. (PDF | 124KB)
Although Financial Planning Week 2010 is over, FPA will continue to celebrate the value of financial planning. Mark your calendar for Financial Planning Week 2011 to be held October 3-9, 2011.
President Obama proclaimed April 2010 as National Financial Literacy Month in hopes that we recommit to teaching ourselves and our children about the basics of financial education. To show our support, FPA is hosting events throughout the month. Learn more about FPA's participation in Financial Literacy Month.
^Top In The News:
March 2011
- Straight Talk about Foreclosure
- For a Summer Vacation to Savor, Start Saving Now
- Just in Time, Tried-and-True Tips to Lower Your Tax Tab
- Baby Steps: Tips to Help Expectant Parents Put Their Financial House in Order Before Baby Arrives
- Time to Invest in Your Future? How to Determine if You're Ready to Start Investing
- Just in Time for Valentine's Day: Six Secrets to Help Sweethearts Overcome Cash Management Conflicts
- Happy New Year - Get These Dates on Your 2011 Financial Calendar
- Creating Your First Budget
- New Federal Consumer Protection Rules Went into Effect Jan. 1 - What You Should Know
- How to Evaluate a High-Deductable Healthcare Policy
- Set your Money Resolutions for 2011
- Favorable Tax Treatment on Roth IRAs Set to
Expire Dec. 31
- Strategies to Keep Your Healthcare Spending Under Control
- Making Your Dollars Go Further at Holiday Time
- Don't Wait Until Dec. 31 to Do Your End-of-the-Year Tax Planning
- Financial Planning for Special-Needs Children Needs to Start Early
- Wedding Season is Here: Planning for a Financially Secure Marriage
- Things You Should Do Before Working for a Startup Company
- Helping Your Kid Manage Money and Opportunity on Their First Summer Job
- Federal FAFSA Forms Are Due June 30 - Tips for Last-Minute or Future Filers
- Protecting Your Summer Vacation
- Think a Tax Refund Loan Sounds Good? Think Again
- Last-Minute Tax Savings You Shouldn't Forget
- Going Green Can Save Big Green, Thanks to the Blue Economy
- Affording Graduate School While You're Still Working
- Planning Tax-Smart Home Improvements for the Summer
- 10 Things New Couples Should Do About Money
For questions or inquiries contact:
Ralph Adamo, FPA OCC
2010 Chair, Public Awareness/Community Relations
(949) 955-1188
