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- National_Association_of_Personal_Financial_Advisors abstract "National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of Fee-Only financial advisors by individual consumers. NAPFA established the first set of professional standards for Fee-Only financial advisors and has updated them to reflect changes in industry practices. Due to these standards, NAPFA members retain a reputation for excellence and integrity in a profession that has suffered numerous scandals in the last several years.According to its website, NAPFA's core values are as follows: competency, comprehensive financial planning, objective Fee-Only compensation, a client-centered fiduciary relationship, and complete disclosure of fees.NAPFA members are distinguished from other financial professionals in several ways. Adherence to a Fee-Only standard is strict: NAPFA members cannot accept compensation in any form from any source other than their clients. There are no exceptions. NAPFA believes that this minimizes potential conflict of interest between a financial planner and their clients. The fiduciary relationship requires that members always put their clients' interests before their own and that they disclose any potential conflict of interest prior to the client making a decision. This fiduciary standard is in direct opposition to the fiduciary standard by which investment brokers are held, a standard under which their legal responsibility is to their employer ahead of their client. NAPFA is the only financial planning organization to require a peer review of a candidate member's work output prior to granting membership. Peer review ensures that a NAPFA member has the ability to provide comprehensive financial planning across a wide range of potential client needs—investments, taxes, estate planning, college savings, insurance, long-term care insurance, retirement spending, and more.The combination of strict Fee-Only rules and a peer review have kept NAPFA's membership small compared to other professional financial planning organizations. As of September 1, 2010, NAPFA had approximately 2,400 members.NAPFA's Board members, staff, and individual members are regularly quoted in leading consumer finance publications. They are valued for providing objective advice that is not affected by sales recommendations (because they are not compensated for sales recommendations).".
- National_Association_of_Personal_Financial_Advisors wikiPageExternalLink www.financialplanningcoalition.com.
- National_Association_of_Personal_Financial_Advisors wikiPageExternalLink www.napfa.org.
- National_Association_of_Personal_Financial_Advisors wikiPageExternalLink www.napfa.org.
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- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Category:Finance.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Certified_Public_Accountant.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Commission_(remuneration).
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Competence_(human_resources).
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- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Fiduciary.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Fiduciary_relationship.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Financial_Planning_Association.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Financial_adviser.
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- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Invoice.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Long-term_care_insurance.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Mutual_fund.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink National_Occupational_Standards.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Net_worth.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Peer_review.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Power_of_attorney.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Professional_standards.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Remuneration.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Retainer_agreement.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Retirement.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Scandal.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Securities_and_Exchange_Commission.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Tax.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Tax_return_(United_States).
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Trade_association.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Trade_organization.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink U.S._Securities_and_Exchange_Commission.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink United_States_Congress.
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLink Valuation_(finance).
- National_Association_of_Personal_Financial_Advisors wikiPageWikiLinkText "National Association of Personal Financial Advisors".
- National_Association_of_Personal_Financial_Advisors hasPhotoCollection National_Association_of_Personal_Financial_Advisors.
- National_Association_of_Personal_Financial_Advisors subject Category:Finance.
- National_Association_of_Personal_Financial_Advisors hypernym Organization.
- National_Association_of_Personal_Financial_Advisors type Organisation.
- National_Association_of_Personal_Financial_Advisors comment "National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of Fee-Only financial advisors by individual consumers. NAPFA established the first set of professional standards for Fee-Only financial advisors and has updated them to reflect changes in industry practices.".
- National_Association_of_Personal_Financial_Advisors label "National Association of Personal Financial Advisors".
- National_Association_of_Personal_Financial_Advisors sameAs m.06kkp4.
- National_Association_of_Personal_Financial_Advisors sameAs Q17154111.
- National_Association_of_Personal_Financial_Advisors sameAs Q17154111.
- National_Association_of_Personal_Financial_Advisors wasDerivedFrom National_Association_of_Personal_Financial_Advisors?oldid=680873904.
- National_Association_of_Personal_Financial_Advisors isPrimaryTopicOf National_Association_of_Personal_Financial_Advisors.