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About the FPA

What is a comprehensive financial plan?

The Financial Planning Association^® (FPA^®) is the leadership and advocacy organization connecting those who provide support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Learn more about the FPA

According to the Financial Planning Association^® (FPA^®), a comprehensive, written financial plan is one that you develop with a paid, professional advisor and includes 3 or more of the following components:

• Retirement planning
• Investment (asset allocation) planning
• Savings planning
• Insurance planning (life, disability, long-term care, etc.)
• Estate planning
• Tax planning
• Managing or reducing debt
• College savings planning

FPA^® and Ameriprise^® Value of Financial Planning study conducted by Harris Interactive, August 2008.

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*Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2008.