About Us

The Financial Planning Association (FPA), the membership organization of the financial planning community, was created on January 1, 2000 through a merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP).  Members include both individuals and companies that together comprise the financial planning profession as well as others who champion the financial planning process.

The Financial Planning Association of Wisconsin (FPA-WI) is the local chapter of the FPA that represents the interests of FPA members throughout Wisconsin.  FPA-WI serves its members (and others in the financial planning and affiliated professions) by providing high quality continuing education opportunities as well as a community of professional peers.  We serve the public through a variety of community outreach programs.

The mission of The Financial Planning Association of Wisconsin is to promote the financial planning process and advance the financial planning profession in accordance with the highest ethical standards by providing education, association, and leadership for the financial services community and the public it serves.

Vision Statement

The primary source for financial planning services in Wisconsin are the ethical, educated and competent members of the Financial Planning Association of Wisconsin.

Our Core Policy - the CERTIFIED FINANCIAL PLANNER^TM certification and the standards it represents constitute the foundation of the financial planning profession.

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