National Association of Personal Financial Advisors
Mission
To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values:
Competency: Requiring the highest standards of proficiency in the industry.
Comprehensive: Practicing a holistic approach to financial planning.
Compensation: Using a Fee-Only model that facilitates objective advice.
Client-centered: Committing to a fiduciary relationship that ensures the client's
interest is always first.
Complete Disclosure: Providing an explanation of fees and potential conflicts
of interest.
http://www.napfa.org
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Financial Planning Association
Core Ideology
The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA® benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.
FPA® is the community that fosters the value of financial planning and advances the financial planning profession.
Investment Management Consultants Association
Mission
To ensure quality service to the public by developing and encouraging high standards in the investment consulting profession. As an organization, our role has been to broaden the public's understanding of investment management consulting and to promote and protect the interests of the profession.
We also provide forums for ongoing education and information sharing among our members. We believe these activities build a common purpose among our members, establishing a network of support that makes us more knowledgeable professionals in our day-to-day work.
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Mission
To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. CFA Institute is composed of more than 70,000 individual voting members and 131 nonvoting member societies that believe in setting a higher standard for the investment profession. Individual members either hold the CFA designation or are active in the investment business and agree to abide by the CFA Institute ethical requirements.
Center for Fiduciary Studies
Overview
The Center for Fiduciary Studies is a training organization that operates in association with the University of Pittsburgh, Joseph M. Katz Graduate School of Business to provide professional education programs on the investment management process, fiduciary responsibility, and practice standards of care.
The Center provides training to help investment fiduciaries and professionals understand the intersection between their responsibilities and the investment process.
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Institute of Certified Bankers
Overview
The Institute of Certified Bankers (ICB), a national association of certified professionals in the financial services industry, was created to meet industry needs for programs that would help banking professionals improve proficiency.
Established in 1990, the Washington, D.C.-based ICB is a nonprofit, independent corporation sponsored by the American Bankers Association (ABA). Its mission: to promote excellence and professionalism in all parts of the industry.
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National Network of Estate Planning Attorneys
Overview
The National Network is a cooperative alliance of nationally recognized estate planning attorneys from across the country. Together they provide one another with the support and tools needed to serve their clients better while building highly successful and rewarding practices.
