Resources for financial professionals.
The following are links to financial industry-related organizations that complement FAN's vision.
CERTIFIED FINANCIAL PLANNER™ Certification
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
The Financial Planning Association®
FPA® connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.
The American College – The Leader in Financial Services Education
Preparing more students for the CFP® Certification Examination than any other provider, The American College is the only source for the CASL™ retirement coaching designation and the prestigious CLU® for insurance specialists. Advanced programs include master’s degrees in leadership (MSM) and financial services (MSFS).
National Association of Insurance and Financial Advisors
NAIFA offers free and discounted education programs to their members through an alliance with The American College/LUTC, along with resources to help financial professionals improve their sales skills and build their financial services business. NAIFA makes a wealth of knowledge and career-building resources available for their members.
National Association of Personal Financial Advisors
NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Society of Financial Service Professionals
For more than 75 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. Click here to learn more about SFSP membership benefits.
The American Institute of Certified Public Accountants
Helping CPAs Create Opportunity for the Future
AICPA and its predecessors have been serving the accounting profession since 1887. The role of the CPA has been transformed and continues to evolve as we move through the new millennium. Today's CPA is viewed as a valued strategic partner and is considered an integral part of any business' success. AICPA provides the training, professional skills, programs, services and publications needed to keep their members at the top of the financial services profession.