FPA Board Votes to Change Membership Structure

December 2002
Journal of Financial Planning;Dec2002, Vol. 15 Issue 12, p18
Academic Journal
This article presents the changes to the membership structure of the Financial Planning Association (FPA) in the U.S. as was decided by the FPA board of directors on November 7, 2002. The board has decided to eliminate membership divisions. In its place are two new categories for individual member participation: Financial Planner Member and Member. There are also two categories for institutional members: Broker-Dealer Member and Corporate Member. Financial Planner Members hold the Certified Financial Planner (CFP) mark. There are two temporary exceptions to honor the Associations prior commitments: those past International Association of Financial Planners members who do not hold their CFP certification covered by the prior ten-year grace period will be Financial Planner Members until December 31, 2009; those current FPA members who do not hold their CFP certification covered by the prior three-year grace period will be Financial Planner Members for a maximum of 36 months from their initial date of membership. Bob Barry, president of FPA, said these changes were necessary for the profession at large to understand with certainty the association's strong and unwavering commitment to promoting the CFP certification as the cornerstone of the financial planning profession.


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