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Advance the Financial Planning Profession

Advancing the impact of financial planning through advocacy, inclusion,
and a lifelong commitment to equity and public good.

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Competency Overview

Expands the reach, capability, and positive impact of financial planning through professional advocacy, inclusive community-building, and service to the public. This competency supports the evolution of financial planning as a profession committed to equity, access, and lifelong contribution.

Professional Advocacy

Participate in advocacy efforts at the state and national level, impacting the financial planning profession and other policy-related news and communications.
Growing the Financial Planning Community

Provides a collaborative space for advisors to learn and grow alongside their peers, promoting accessibility, diversity, and inclusion.
Pro Bono Service

Improves the financial lives of individuals while expanding access to quality financial services.

Proficiency Levels

Foundational
  • Understands key laws and policies impacting the profession
  • Shares information about financial planning with peers and the public
  • Identifies communities in need of financial planning support
Intermediate
  • Participates in advocacy efforts and leverages FPA resources
  • Actively engages in professional associations and peer education
  • Collaborates on pro bono efforts and raises awareness within the community
Advanced
  • Develops and leads advocacy campaigns or legislative engagement
  • Presents on behalf of the profession to influence decision-makers
  • Builds long-term strategies to ensure equity and sustained community impact
  • Mentors others to engage in service, advocacy, and professional growth initiatives

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Take a few minutes to complete this competency assessment—it’s the first step in receiving a curated list of recommended courses tailored to your current knowledge and professional goals.

Your responses will help us match you with the most relevant content, so you can grow with confidence and make the most of your time in the FPA Learning Center.

Ready to begin? Let’s find the learning path that’s right for you.

The FPA® Competency Model™ | ©2025 Financial Planning Association. All rights reserved.

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Why this Competency Matters

Every professional has a role in shaping the future of financial planning. This competency promotes leadership, advocacy, and a commitment to strengthening the profession for all.

Competency Snapshot

Get Started

1. Take the Self-Assessment
Take the self-assessment to evaluate your current strengths and growth areas. Take Assessment
2. Explore Your Learning Path
Receive personalized course recommendations.
3. Advance with Confidence
Focus your time and energy where it matters most.
4. Reassess Regularly
Return to this model at least twice a year to see how your priorities shift.


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Helpful Tools and Resources

The FPA Competency Model™

Gain a comprehensive view of the model, including all competencies, detailed sub-competencies, and associated behavioral indicators.

The FPA Competency Model™: At a Glance

View the highlights of the six competencies and their key focus areas, providing a high-level snapshot ideal for orientation, planning discussions, or quick reference.

The FPA Competency Model™: A How-to Guide

New to The FPA Competency Model™? This guide is the perfect place begin.

Courses within this Competency