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The Financial Planning Association (or FPA) (U.S.), is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization was created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP),〔Brandon, Denby H., Jr. and Welch, H. Oliver, "The History of Financial Planning: The Transformation of Financial Services," Wiley, Hoboken, NJ, October 12, 2009〕 Its stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws. FPA publishes a peer-reviewed journal in the financial planning profession, the ''Journal of Financial Planning''. ==History== On December 12, 1969, Loren Dunton convened a gathering of 13 financial services industry leaders at the O'Hare Hilton in Chicago. As a result of this meeting, the Society for Financial Counselling was formed to serve as an umbrella for both a membership organization, the International Association for Financial Planning (IAFP), and an educational arm, the College for Financial Planning. The first graduating class of the College, in turn, formed the Institute of Certified Financial Planners (ICFP) in 1973.〔Yeske, David B., Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners (January 11, 2010). Available at SSRN: http://ssrn.com/abstract=1601327〕 On January 1, 2000, the IAFP and ICFP merged to form the Financial Planning Association (FPA).〔David Brand, the former executive director of the ICFP and Janet McCallen, the former executive director of the IAFP, took over as the co-CEOs of the merged organization. Brand departed at the end of 2000, leaving McCallen as sole CEO. In January 2004, McCallen was succeeded by Marv Tuttle, who served as CEO of the organization until 2012. On October 3, 2012, Marv Tuttle was succeeded by Lauren Schadle as the new CEO of the Financial Planning Association. 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Financial Planning Association」の詳細全文を読む スポンサード リンク
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