Our chapter membership includes the Iowa cities of Waterloo/Cedar Falls, Cedar Rapids, Iowa City, Dubuque, Davenport and surrounding communities.

Core Values


At FPA, our core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.

Competence
Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.

Integrity
We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.

Relationships
We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.

Stewardship
We recognize our responsibility to act with vision, ever mindful of the effects of our actions today and tomorrow on the future.

Objectives

Our Business Objectives describe actions we will take to achieve our Primary Aim. We seek to accomplish this through strong and active leadership in partnership with FPA’s community of chapters.

  • Unify the voice, focus and resources of the financial planning community, bringing together those who champion the financial planning process.
  • Facilitate the success of our members and grow the organization.
  • Cultivate the body of knowledge of personal financial planning.
  • Advance awareness of the characteristics of professional financial planners and support the standards of the CFP® certification in order to serve the public.
  • Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of its use.

Chapter News

Coming Soon!

Upcoming Chapter Events

September 14, 2020 | 1:00 – 5:00 p.m.

Topic: Required Annual CFP Certification and Insurance Certification | Meeting Location: Virtual (Zoom meeting link will be provided to registered attendees)

November 9, 2020 | 1:00 – 4:00 p.m.

Topic: Retirement Planning Strategies | Meeting location: Virtual (Zoom meeting link will be provided to registered attendees)

Save the Tentative Dates for our 2021 Events!

January 11, March 8, May 10, July 12, September 13 and November 8. Full details will be posted soon.

Past Chapter Events

July 13, 2020 | 1:00 – 4:00 p.m.

Topic: Succession & Valuation of Practices | Meeting location: Virtual

May 11, 2020 | 1:00 – 4:00 p.m.

Topic: Risk Management | Meeting location: Virtual