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40年来, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. 在严格的收费环境下工作, 受托人资格, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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bet5365首页手机版下载 financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. 你只收费, fiduciary planner will help you build a holistic plan that is focused on your needs, 你的目标和未来.

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NAPFA affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

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 Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, 有道德的个人理财顾问.

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The NAPFA基金会 is celebrating 20 years in 2024!

Giving back through the NAPFA基金会 is an excellent way to make a difference. Consider volunteering your financial planning expertise or making a donation to support the Foundation's programs. All contributions are tax-deductible and spent on operations and programming. 

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NAPFA 2024奖获得者

NAPFA is thrilled to honor a distinguished group of professionals and firms with its prestigious 2024 awards. These individuals and organizations exemplify the standards of excellence and commitment that NAPFA promotes in the field of Fee-Only financial planning. 

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Participate in the NAPFA 一些培训 & 证书项目

The NAPFA 一些培训 and Certificate program aims to provide NAPFA members and other financial advisors resources and education around four specific DEI topics—culture, 招聘实践, 人, 和包容.

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Register for the 365bet线上盘口app官网

Join a host of experts for the second Playbook Series of 2024, “Adding Value to Outshine Your Competition.” Discovering true value amidst a plethora of options, our panelists will guide advisors through navigating value-add products and services, helping you discern what your clients truly seek, decide on beneficial additions to your offerings, and craft irresistible marketing strategies.

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下载一些工具包

Since the 一些倡议 was launched in 2018, NAPFA has worked to strengthen relationships between financial planning professionals and the diverse populations they serve. 

Use the 一些工具包 to help you start the DEI dialogue and strengthen your firm’s DEI strategies. 


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获得教育伙伴关系

NAPFA has partnered with various organizations to provide members with access to a variety of education and training.

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We are proud of the community we have created. Hear from voices within our community!

4人以上,600年托管费, 受托理财规划师, NAPFA提供教育, 专业的365bet线上盘口app官网, 业务拓展资源, and advocacy in support of member success.

Joining NAPFA was one of the best decisions I made as a financial planner as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial planning. Being surrounded by so many great planners who uphold the fiduciary standard is a breath of fresh air in the financial services industry and I would encourage anyone who is considering membership to jump in whole-heartedly.

Franko Gay, CFP®，EA  ——Tobias Financial Advisors

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much. 

费洛德·卡利克斯特，J.D., CFP®  -制高点规划

 NAPFA has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

克拉丽莎R. 霍布森,CFP®  -转化财富
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NAPFA教育

NAPFA学习中心

  • 与NAPFA合作

    NAPFA is available to help you expand your reach to its members and financial advisors within the profession through sponsorship, 广告, 和更多的.

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  • 注册参加即将到来的网络研讨会

    NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business.

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  • NAPFA 2024年秋季全国会议

    Save the date for the Fall 2024 National Conference taking place October 30 - November 2! Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the NAPFA community. 

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NAPFA学习中心