Financial Planning is not a legal term, and is often misused by many in the more generalized field of finance who have not acquired the necessary prerequisites to obtain accredited designations that would publicly & clearly identify them as Qualified Financial Planners. The public is therefore left with a confusing "alphabet soup" of designations, the majority of which have nothing at all to do with the rather specific, and specialized field of Financial Planning.

IAQFP conducts ongoing research to sort out for the public only those qualified in Financial Planning by established standards of education, examination, experience, and ethics, bringing the best of them together under Financial Planning's only unifying QFP- Qualified Financial Planner designation.

Financial Planning is an important process that for so many is absolutely essential to effectively order and plan their financial affairs.

Financial Planning is not the purchasing of product, the payment of a fee or the signing of an advisory agreement or investment policy statement, but is instead a process employing a learned discipline & methodology, the most unique aspect of which is the application of the integrative perspective. Such a perspective is learned by the Financial Planner through the process of obtaining his QFP designation, and through ethical application of such learning through experience.

The end result of a Financial Planning process is found in the development of modular or comprehensive financial programs, or plans, that when completed in cooperation with adviser & client, and then both implemented & monitored, can help one reach desired goals & objectives in more measured, orderly, and sound ways.

Click here to verify or find a Qualified Financial Planner nearest to your geographical location.