Who we are
Several supporting organizations created this site, including:
Certified Financial Planner Board of Standards (CFP® Board)
Founded in Denver, Colo., in 1985, CFP Board is an independent professional regulatory organization that owns the CFP®, CERTIFIED FINANCIAL PLANNER?, and CFP® (with flame logo) certification marks. CFP Board regulates financial planners through trademark law by certifying individuals who meet its requirements to use the CFP® marks. As a professional regulatory organization, the Board's mission is to foster professional standards in personal financial planning so that the public values, has access to, and benefits from competent financial planning.
Financial Planning Association (FPA)
The Financial Planning Association is the membership organization for the financial planning community. It was created when the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) united on Jan. 1, 2000. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. The FPA's mission is to support the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions, and that when an individual seeks the advice of a financial planner, the planner should be a CFP® certificant.
National Association of Personal Financial Advisors (NAPFA)
Fee-only planners join NAPFA to enhance their own skills, market their services, and be a part of a collective, influential voice on matters that affect them and their clients. Since 1983, NAPFA's ranks have enjoyed steady growth, forming a home for fee-only advisors throughout the United States, as well as the most respected confederation of financial planners in the country. NAPFA's mission is to promote the public interest through advancing the profession of comprehensive fee-only financial planning by enhancing the skills of NAPFA members, emphasizing NAPFA members' roles as fiduciaries, and educating the public about the financial planning process.
National Endowment for Financial Education (NEFE)
The National Endowment for Financial Education® (NEFE®) is a nonprofit 501(c)(3) foundation dedicated to helping all Americans acquire the information and gain the skills necessary to take control of their personal finances. NEFE accomplishes its mission primarily by partnering with other concerned organizations to provide financial education to members of the public—in particular, to underserved individuals whose financial education needs are not being addressed by others. These partnerships are an effective means of responding to the needs of many different groups within the general population. NEFE's mission is to provide individual Americans with the knowledge and skills they need to make positive choices and informed decisions concerning their personal finances.
Society of Financial Service Professionals (SFSP)
Founded in 1928, the Society of Financial Service Professionals
(formerly, the American Society of CLU and ChFC) is the standard-bearer
for excellence in professionalism, advanced continuing education, and
ethical guidance for the nation's top financial advisers. The
Society's mission is to advance the professionalism of credentialed
members in diverse disciplines so that they may better serve their
clients' financial needs. With their strong commitment to delivering
only those financial products and planning services that are in the
client's best interests, the Society's more than 25,000 members are
uniquely qualified to assist individuals, families and businesses
achieve their financial goals.
INFORMATION ABOUT THE PARTICIPATING ORGANIZATIONS
The Project for Financial Independence is a collaborative project of five independent organizations, all of whom share the goal of encouraging and facilitating the provision of pro bono financial advisory services by financial planning professionals. The five participating organizations are:
Certified Financial Planner Board of Standards
Financial Planning Association
National Association of Personal Financial Advisors
National Endowment for Financial Education
Society of Financial Service Professionals
In addition to promoting pro bono service as a professional responsibility, those participating organizations that are membership-based are actively engaged in facilitating the involvement of their respective members in pro bono activities, including both financial planning advice to qualified pro bono clients and other pro bono services in the community.
Each participating organization engages in its own programs and activities and acts independently of the other participating organizations in furtherance of the goals of the Project for Financial Independence. The participating organizations are not partners, associates or agents of one another, and do not have authority to represent, commit or speak for each other.
All personal financial advice and assistance provided through the auspices of the Project for Financial Independence is provided solely by an individual professional financial advisor and not by or on behalf of any of the participating organizations named above. Individual advisors are solely responsible for their professional advice and services. None of the organizations named above, nor any of their directors, officers, employees, agents or members, has or assumes any responsibility or liability for the accuracy or appropriateness of any advice or assistance provided by any individual advisor. Each pro bono client must make an independent judgment regarding a particular advisor's qualifications and suitability for that client's needs and circumstances.
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