About Us

FPANJ VISION

Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on the Financial Planning profession.

FPANJ MISSION

  • To educate the public on the benefits and value of the Financial Planning process through professionals who possess the highest level of competency and integrity.
  • To be the community that champions the value of financial planning, advances the financial planning profession, and enhances the professional development of its members.

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.

551 Valley Road #365 Upper Montclair, NJ 07043 - Phone 877-773-7265 - Fax 973-556-1211

The Financial Planning Association is the owner of trademark, service mark and collective membership market rights in FPA, and FINANCIAL PLANNING ASSOCIATION. The Marks may not be used without written permission from the Financial Planning Association.