Welcome to the Financial Planning
Association of Southern Colorado
The Financial Planning Association is the
national membership organization for the financial planning
community. The FPA was founded on January 1, 2000 when the
Institute of Certified Financial Planners (ICFP) and the International
Association for Financial Planning (IAFP) merged to form a
single organization to advance the objectives and professional
standards of the financial planning profession and foster
a greater understanding of financial planning among our clients
and the general public.
It is our mission to:
- Provide our members with programs and services that support
and enhance their professional development;
- Encourage and assist our members in achieving the CFP
designation; and
- Promote the value of financial planning and the financial
planning profession to the public.
The Southern Colorado Chapter of the FPA serves its members
and the public by promulgating the highest standards of professionalism
for the financial services industry. The Southern Colorado
Chapter is committed to providing both members and the public
with education about the financial planning process and a
greater understanding of the benefits of financial planning
to the consumer and the practitioner.
The chapter recognizes the CFP designation as the foremost
professional credential in the financial planning industry
and strongly encourages practitioner members to become CFP
licensees.
In addition, the FPA of Southern Colorado provides an open
forum where both CFP and allied professionals such as accountants,
attorneys, bank trust officers, estate planners, investment
brokers, portfolio managers and insurance advisers in the
financial planning profession can meet and discuss matters
of mutual interest and importance to the profession and our
clients.
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For further information not
currently on this site, please contact:
William Sigrist
Capstone Investments
5045 Sapphire Dr.
Colorado Springs, CO 80918
Phone: 719-477-9883
Email:
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Disclaimer
At certain places on this Financial Planning Association
of Southern Colorado Internet site, live 'links' to other
Internet addresses can be accessed. Such external Internet
addresses contain information created, published, maintained,
or otherwise posted by institutions, organizations or individuals
independent of the Financial Planning Association of Southern
Colorado. The Financial Planning Association of Southern
Colorado does not endorse, approve, certify, or control
these external Internet addresses and does not guarantee
or assume responsibility for the accuracy, completeness,
efficacy, timeliness, or correct sequencing of information
located at such addresses. Use of any information obtained
from such addresses is voluntary, and reliance on it should
only be undertaken after an independent review of its accuracy,
completeness, efficacy, and timeliness. Reference therein
to any specific commercial product, process, or service
by trade name, trademark, service mark, manufacturer, or
otherwise does not constitute or imply endorsement, recommendation,
or favoring by the Financial Planning Association of Southern
Colorado. CFP and Certified Financial Planner are federally
registered service marks of the Certified Financial Planner
Board of Standards, Inc. (CFP Board).
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