The National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors or NAPFA was incorporated in the year 1983. It functions as a representative organization of the fee-only financial professionals and financial advisors in the United States. The organization is headquartered in Illinois.

About The National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) was formed in 1983. It ranks as the biggest professional administrative body of fee-only financial advisory professionals in the United States.

The principal objective of NAPFA is to encourage public interest through bettering the profession of financial planners and backing up its members who are in uniformity of the core values.

Presently, there are over 1,000 members under NAPFA across the United States.
At the present time, the Chief Executive Officer or CEO of the National Association of Personal Financial Advisors is Ellen Turf.

Core Values of The National Association of Personal Financial Advisors
The core values of The National Association of Personal Financial Advisors are the following:
Compensation
Comprehensive
Competency
Total Disclosure
Client Focus
Membership Under The National Association of Personal Financial Advisors
At present, there are three types of membership available under The National Association of Personal Financial Advisors and they are the following:
Provisional Membership
NAPFA-Registered Financial Advisor
Sustaining Membership

Furthermore, fee-only professional financial advisors who are not eligible to become members of NAPFA have the option of becoming affiliates of NAPFA.

There are three types of affiliation and they are the following:
Academic Affiliation
Financial Services Affiliation
Student Affiliation
Products and Services of The National Association of Personal Financial Advisors
The products and services of The National Association of Personal Financial Advisors can be classified into the following types:
Membership Services
Consumer Services
Educational Services (NAPFA University, Library Room Articles, Regional Study Groups, and Teleconferencing Facilities)

Contact Details:
The National Association of Personal Financial Advisors (NAPFA)
3250 North Arlington Heights Road,
Suite 109
Arlington Heights,
IL 60004
Tel: 1-800-366-2732
847-483-5400
Fax: 847-483-5415

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Last Updated on : 1st August 2013

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