​​​​FPA Strategic Framework​​


Organizations today must be able to clearly define who they are, what they do and, most importantly, why they exist. At FPA, this means being clear about our commitment and role in shaping the financial planning profession, our dedication to living into the values that guide our efforts and what we strive to achieve each day both for and with the support of our members. The FPA Strategic Framework is the articulation of what defines the association, our role and charge in elevating the profession and how our values and our Strategic Directive manifest themselves in service to our members.


Since 2012, the FPA Board of Directors has been working to refine the Strategic Framework, which started with the adoption of the Strategic Directive and identification of our four service lines: Professional Education, Business Support, Advocacy and Community. The Directive states who we strive to be for our members, while the service lines represent where we focus our efforts. The work was further advanced with the adoption of the ‘Primary Aim’ in March 2018 and the embrace of new organizational ‘Values’ in June 2018. The result is a crystal clear Strategic Framework (outlined below), guiding the association’s efforts today and into the future.​


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