Mission & Values

The Financial Planning Association of Oregon & SW Washington champions the value of the financial planning process and advances the financial planning profession with the CFP mark as its cornerstone. Our primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners.The FPA aim is achieved through its objectives:

  • Foster the success of competent, committed and ethical members;
  • Define and effectively communicate a common understanding of the discipline of personal financial planning and the many benefits of its use;
  • Build and grow the organization by bringing together those who champion the financial planning process with a shared vision;
  • Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment;
  • Unify the voice, focus and resources of the financial planning community; and
  • Advance brand awareness for professional financial planners, building the CFP certification as the hallmark of the brand.