A shared vision for the future of the association.

The OneFPA Network vision and plan was based on a multi-year journey to engage all stakeholders in creating a shared vision for the association's future that ensures FPA’s viability, strength, impact, and relevance. The plan embraces two pillars: participatory governance and centralized functionality.

FPA is a vibrant association with more than 2,000 passionate volunteer leaders working to deliver value to members while shaping the financial planning profession in the spirit of our Primary Aim: To elevate the profession that transforms lives through the power of financial planning.

While FPA offers a robust set of services and programs nationally and through our network of chapters, there are landscape issues that FPA must proactively address to ensure it is firmly positioned for current and future generations of financial planners. The reality is that the landscape has changed so much in recent years that FPA has to change with it.

A technology-driven economy, competition from the non-profit and for-profit sectors, and the rapidly changing demographics of potential members—not to mention the increased business diversity of our membership base—are critical issues that FPA, and all voluntary membership associations, must address.

The OneFPA Network is a complete reorganization of the entire FPA enterprise that allows all critical functional areas to work more closely together while simultaneously institutionalizing a process to include more chapter leader input into the strategic direction-setting of FPA. Given the landscape issues we face, we believe this a worthwhile and necessary endeavor.

Learn more!

The OneFPA Beta Blog

Learn about the beta test experience from those participating in it.
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The OneFPA Network Plan and Details

Read the plan documents and framework for the beta test.
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Spreadsheet, analysis

Assessing the Beta Test Progress

Learn about the assessment process and access the available reports.
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