The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the practice of financial planning and to promote the value of the CFP® designation.

The vision of the Financial Planning Association of Dallas/Fort Worth:

  • To promote the value of the financial planning process as a way for people to achieve their goals and dreams; and promote the CFP® licensee as the professional best able to help individuals do so.
  • To build a growing membership that is unified by a shared vision.
  • To build a board and committee structure powerful enough that we will not have our vision stunted by a lack of manpower.
  • Make the Financial Planning Association a community where members feel comfortable exercising their gifts and pursuing their passion for the benefit of the organization.