About

about us

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code of ethics Committees
and Their Vision Board of
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The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models.

FPA Minnesota provides professional development and networking on a local level. FPA Minnesota is one of the largest chapters (with over 800 members) and one of the most active chapters in the country. We offer over 30 continuing education credits per year for CFP®, Minnesota Insurance, NASBA, CIMA, CLE. Our annual Symposium attracts more than 500 participants each year and our chapter meetings are host to more than 200 attendees.

The Financial Planning Association Minnesota is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA MN staff is dedicated to creating an unparalleled membership experience.
2018 FPA of Minnesota Demographics
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Financial Planners

CFP certificants and other professionals who have made a commitment to the financial planning process. All members are encouraged to pursue and attain the CFP certification.

Allied professionals

include accountants, attorneys, bankers, charitable giving specialists, insurance agents, investment consultants and others who advance the financial planning process in their work with clients.

Corporate Membership

consists of firms who have products and services that are appropriate for financial planners as well as financial planning broker-dealers who have access to other Corporate members as well as to FPA’s individual members.