FPA Competency Model

The FPA® Competency Model™ is your roadmap for growth and excellence in the financial planning profession. Grounded in real-world behaviors and aligned with the evolving needs of clients, teams, and the profession, this model helps you navigate your unique path—whether you’re just starting out, deepening your expertise, or guiding others in the profession.

 

With six core behavioral competencies, defined proficiency levels, and practical tools, the FPA Competency Model helps you:

  • Reflect on your strengths
  • Identify opportunities for growth
  • Align your development with meaningful goals

It’s more than a framework—it’s your partner in professional evolution. Explore how the model can guide your next steps, connect you with tailored learning, and support your journey to becoming a more confident, capable, and impactful financial planning professional.

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The Compentencies

FPA_Competency_Header_Banners_Interpersonal Impact

Interpersonal Impact

Building meaningful, effective relationships that positively influence clients, colleagues, and the profession.
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Professionalism

Maximizing productivity, maintaining ethical practice, and responding resourcefully to new, ambiguous, and challenging situations in service to clients.
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FPA_Competency_Header_Banners_Critical Thinking

Critical Thinking

Applies intentional and reflective thinking to support sound judgment, decision-making, and problem-solving that serve the client’s best interests.
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FPA_Competency_Header_Banners_Client Communcation Care

Client Communication and Care

Builds collaborative client relationships that integrate both technical and human insight to deliver a personalized financial planning experience.
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FPA_Competency_Header_Banners_Advance the Profession

Advance the Financial Planning Profession

Expands the reach, capability, and positive impact of financial planning through professional advocacy, inclusive community-building, and service to the public.
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FPA_Competency_Header_Banners_Leadership

Leadership

Advancing financial planning practice goals through others by fostering team development, personal influence, business growth, and professional innovation.
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