What is NAPFA?

Written by on May 7, 2012 in fee based, fee only, Fee Only Financial Planner, financial adviser, financial advisor, financial planner, Financial Planning, Professional Affiliations - No Comments

Most financial professionals will give you their credentials, which will include the professional organizations they belong to.  Here at Step By Step, one of our longtime associations is NAPFA:  National Association of Personal Financial Advisors.  In fact, many of our referrals come from their handy “find an advisor” function on the website.  Every advisor is required to pledge a Fiduciary Oath annually (no sales commisions for products, complete disclosure of business practices) and adhere to a strict Code of Ethics.  They provide ongoing continuing education for affiliated advisors and are often noticeable in the public sphere, promoting integrity in the financial profession.  Step By Step is proud to be a part of NAPFA.  We hope you’ll take 40 seconds to view their latest video:  The NAPFA Story.  It gives a great background introduction to how it came to be and it’s mission.