|
2010 FPANY Annual Plan - Click Here
Your Board met in early November to establish their 2010 Vision/Goals for the Chapter. Please take a few minutes to see what they have planned. Next, consider joining one of the committees. The more volunteers we have, the easier the work will be. To join a committee, contact the Board member in charge of the area of interest. Click here for the 2010 FPANY Annual Plan. Please note that it will take a few seconds for the pictures and graphics to load fully in the 2010 FPANY Annual Plan.
Our Mission
The mission of the Financial Planning Association of New York is to foster the highest standards of ethics, knowledge and skills of its members, and to continually enhance the reputation and integrity of the financial planning process and profession with the general public.
The Financial Planning Association of New York serves its members and the public by promulgating the highest standards of professionalism for the financial services industry. FPANY is committed to both member and public education about the financial planning process and an understanding of the benefits of financial planning to the consumer and the practitioner. The FPA of New York recognizes the CFP® as the premier credential in the financial planning industry, and recommends to practitioner members that they achieve the CFP® designation. In addition, the FPA of New York provides an open forum where both CFPs® and other professionals such as accountants, attorneys, bank trust officers, estate planners, investment brokers, portfolio managers, and insurance advisers in the financial planning profession can meet and discuss matters of mutual interest and importance to the professional and our clients.
Code of Ethics
From its earliest designs, the Financial Planning Association included a mandate that members will adhere to a code of ethics that reflects their commitment to help clients achieve their life goals. One of the first acts of the FPA Board was to develop and institute that code.
In accord with founding documents created by the FPA's first board of directors, including the Memo of Intent and Bylaws, all FPA members will be asked to commit to this code of ethics. The guidelines capture the essence of the Certified Financial Planner Board of Standard's code but makes it applicable to all FPA members - CFP® certificants and non-CFP® certificants alike.
FPA's Ethics Committee is charged by the Board of Directors with reviewing alleged violations of the FPA Code of Ethics and advising staff on ways to enhance awareness by FPA members of their obligations under the Code.
|
