Newsletters



A Message from the President

Membership in the Financial Planning Association (FPA) comes with responsibilities like the FPA Standard of Care listed on FPA’s public website.

FPA Standard of Care

​​You should experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning. It is essential that you obtain a commitment of professional care, quality and excellence in the services you receive.

FPA requires its members to deliver financial planning services in accordance with the FPA Standard of Care that pledges to:​

  • Put the client’s best interests first.
  • Act with due care and in utmost good faith.
  • Not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.

​​Choosing a CFP professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. FPA recommends you interview at least three CFP professionals to find one that best serves your needs. Learn more about questions to ask to help you better understand a financial planner’s background, knowledge, experience, and competency. When you’re ready, be sure to visit PlannerSearch®​​​ to begin your search for a financial planner.

But as members of the FPA and your local FPA of Idaho Chapter, you receive many benefits as well. Journal of Financial Planning, Find a Planner website search, and FPA Partnerships and Discounts just to name a few. Another benefit is the privilege of attending the local May membership appreciation breakfast!

The breakfast is next week Tuesday, May 12th, at 8am at Elmer’s Restaurant, 1385 S Capitol Blvd, Boise, ID 83706. Whether you are a new member or long time member please come and socialize in a relaxed atmosphere!

As always if you have suggestions for sponsors or speakers or want to discuss ways we can increase the value of your membership, please let me know.

Steve Stech, CFP®

President, FPA of Idaho

 

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