Mission & Vision
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 of Central Oklahoma provides professional development and networking on a local level. FPA of Central Oklahoma is a growing chapter. We offer over quarterly continuing education credits for CFP® The Financial Planning Association of Central Oklahoma is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA COK is dedicated to creating an unparalleled membership experience. As a CERTIFIED FINANCIAL PLANNERΤΜ or Financial Services professional, FPA of COK is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking
P - Practice Support FPA supports members with vast savings on the tools they need.
L - Learning FPA provides members with relevant and accessible educational content.
A - Advocacy FPA helps members be advocates for financial planning.
N - Networking FPA provides unmatched networking with a vibrant community of planners.
Our Core Policy - the CERTIFIED FINANCIAL PLANNERΤΜ certification and the standards it represents constitute the foundation of the financial planning profession.