The organization’s past efforts to be the leading organization for financial planners resulted in the creation of the Research and Practice Institute and other resources for advisors.
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The Financial Planning Association will sharpen its focus this year on being recognized as a professional membership organization that represents the interests of financial planners. So writes FPA President Edward W. Gjertsen II in a quarterly update to members.
The organization’s past efforts to be the leading organization for financial planners resulted in the creation of the Research and Practice Institute and other resources for advisors.