Financial Associations

The Certified Financial Planner certification (CFP) identifies professionals who act in their clients’ best interests and who have met the high standards of competency and ethics established and enforced by the Certified Financial Planner Board of Standards.

CFA Institute is the premier global association for investment management professionals.  CFA Institute seeks to set professional standards for investment management practitioners and broadly engage other finance professionals through their interest and interactions with the investment management industry. Improving outcomes for investors advances our social mission and benefits members through greater demand for educated and ethical investment management professionals.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. XY Planning Network’s mission is to connect consumers with best-in-class financial advisors who specialize in working with Gen X & Gen Y clients, are financial planning focused, and are fee-only fiduciaries. is a partnership with The National Association of Personal Financial Advisors (NAPFA). The Fee-Only Network showcases registered Fee-Only financial advisors and promotes consumer awareness of the Fee-Only financial advisor model.

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