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Chapter Fact Sheet
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President's Message |
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Hello fellow FPA member or potential member,
This website is dedicated to those professionals who are the heart of financial planning. We are the community that brings together those who deliver financial planning, those who support it and those who benefit from it. The core values of our organization revolve around competence, integrity, relationships and stewardship. Above all we focus on the ethical standards necessary to ensure and promote the public's trust. Please take some time to explore this site so that you can get to know the Financial Planning Association of Illinois. We are organized as a state chartered chapter with local geographic councils serving our members. We are very proud of our continuing education programs and our ability to provide our members the opportunity to serve at all levels within our organization and to serve the public at large. If you have any questions about the benefits of joining, please contact me or our membership director.
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Mission Statement |
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Inclusion: We will serve a broad, diverse membership
Member Development: Enhance the professional Development of our members through networking, education, and service opportunities
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Vision Statement |
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To be the community that fosters the value of financial planning services.
To be the primary resource of support and information for our members, the public and the media.
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Values |
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We demonstrate leadership by:
- Listening to each other and being fair and impartial;
- Involving communities and respecting their input and opinions;
- Treating each other with dignity and respect;
- Broadening our cultural and social horizons beyond our usual experiences;
- Treating others with compassion and responsibility;
- Fostering teamwork within and outside the Association;
- Taking responsibility and accountability for our actions;
- Producing timely and reliable data and information;
- Encouraging innovation and recognizing contributions;
- Creating a work environment that encourages input and feedback;
- Embracing the idea of continual learning and training.
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