Financial Planning Resource Center
APhA and the Financial Planning Association®
(FPA®) have joined forces to help New Practitioners
discover the value of financial planning. As part of our relationship
with FPA, APhA New Practitioners have easy access to FPA’s
popular online financial planner referral program, PlannerSearch.
PlannerSearch allows you to search for CERTIFIED FINANCIAL
PLANNER™ professionals by city and state, zip code, radius, last
name and even specialty. Additionally, APhA New
Practitioner members can search for financial planners who
offer free, initial
consultations, a benefit exclusive to APhA members. Through
PlannerSearch, APhA members can also take advantage of FPA’s
“Ask a CFP® Professional” e-mail hotline to ask general
financial planning questions and receive answers by FPA members who are
CFP professionals.
APhA and FPA care about your financial future. If you have any
problems or questions with PlannerSearch, please contact FPA
at 800.322.4237, ext. 7151.
›› “Financial
Planning for a Home of Your Own”
›› "Cutting
Through the Confusion: Where to Turn for Help with Your Investments"
Brochure
›› "20
Keys to Being a Smarter Investor" Brochure
›› "Thinking
the Unthinkable: What Everyone Needs to Know About Estate Planning"
Brochure
›› "Choosing
the Right Insurance for Your Life's Stages" Brochure
›› "Nervous?
Time to Reassess-or Make-a Financial Plan"
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