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Memberships
Professional Organizations
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NAPFA, the National Association of Personal Financial Advisors, is the largest professional association of fee-only comprehensive financial planners in the United States. Its 1101 members and affiliates nationwide provide consumers and institutions with objective financial advice on a fee-only basis. NAPFA believes that to keep the best interests of clients in mind, neither the advisor nor any related party should receive compensation contingent on the purchase or sale of a financial product. As a NAPFA-registered financial advisor, our role in the lives of those we serve is clearly defined with our Core Values: Competency: requiring the highest standards of proficiency in the industry. Comprehensive: practicing a holistic approach to financial planning. Compensation: using a fee-only model that facilitates objective advice. Client-Centered: committing to a fiduciary relationship that ensures the client’s interest is always paramount. Complete Disclosure: providing an explanation of fees and potential conflicts of interest. |
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CFA Institute’s goal is to establish a direction for serving its members and setting a higher standard within the global investment community, the CFA Institute Board of Governors, PCRs, and senior management identified the values and purpose of the organization, from which CFA Institute's mission was created: to lead the investment profession globally by setting the highest standards of education, integrity, and professional excellence. The CFA Institute has identified four core values around which all of its programs, services, and initiatives revolve: excellence, integrity, strength of community, and cooperation volunteer service. |
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The Investment Analysts Society of Chicago is the oldest and most prestigious investment analysts society in America, which brings together more than 2,600 professionals directly involved in Investment Analysis, including investment research analysts, investment counselors, portfolio and pension managers, economists, and educators. |
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The primary aim of the Financial Planning Association (FPA) is to be the community that fosters the value of financial planning and advances the financial planning profession. |
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The FPA of Illinois is the largest chapter of the National
Organization. |
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