FINANCIAL PLANNING INSTITUTE OF AMERICA

Membership avails you of all the services of the institute plus membership certificate suitable for framing [if certificate is desired there is a $10.00 fee].  Further, your counsel, in the development of the services, will be solicited.

Dear Financial Planner;

            As a member of the Financial community, you are cordially invited to join the “Financial Planning Institute of America”.    In fact you are being given 1 year free membership as an inducement to become familiar with what we are trying to accomplish.

            The purpose of the institute is to promote professionalism and improve the quality of the Financial Community.

            The objectives of the “Financial Planning Institute” are as follows:

1. Build prestige.
2. Build knowledge of the total Financial Planning Field.
3. Sponsor research into Financial concepts.
4. Sponsor education for RFP certification in various areas of Finance & assist members with completion of C.E. credit.
5. Promote new ideas in Financial planning.
6. Develop “Target Forecasting” for the business community.
7. Take public position on economic issues affecting Financial Planning.
8. Develop simplified ROBO investment analyses systems [“Winpact”]
9. Promote capsulized education systems for busy executives.
10. Offer awards for new ideas in Financial Planning to promote research and original thinking.
11. Offer computer Robo-programs to assist in Financial Planning [“FAS, RAS& IAI”]
12. Develop special, Personal,  services only available to groups.
13. Promote National Registration with the “Registered Financial Planning Institute“.
14. Fight the inefficiencies created in our fields of endeavor by excessive government regulation & red tape.
15. Create meaning to term “Financial Planner” by specificly distinguishing between “Legal”, “Professional”, & “Licencing Authority”.

What We Do

PROVIDE FINANCIAL PLANNING ADVISE WHICH COMPLIES WITH ALL DEPARTMENT OF LABOR RULES RELATING TO RETIREMENT PLANNING:

• Free consultations
• Award-winning service
• Satisfaction guarantee

Call Us Today!

SEE OUR CONTACT INFORMATION BELOW