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XY Planning Network 

is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Our advisors stand out from the rest of the financial planning industry because of the way they put their clients first. XY Planning Network advisors are also financial-planning focused, meaning all our members offer comprehensive financial planning services for consumers. We go far beyond just investment management.



is the largest association of fee-only planners in the United States. The organization is committed to a three-pronged approach to financial planning. It endorses comprehensive planning that must be updated and augmented as clients' needs and situations change. The organization requires the demonstration of competence from its members in the achievement of appropriate credentials, extensive industry experience, and the submission of an acceptable financial plan for review by their peers. NAPFA also requires a fee-only compensation structure where by no compensation is received from commissions or referral fees.



is an alliance of fee-only financial advisors providing service to clients throughout the United States. Each office is independently licensed, owned and operated. To be a member of this alliance, the advisors must have credentials and experience within the field of financial planning. This alliance allows members access to research and products which they may use to better serve clients, as well as offering a network of experienced professionals as a resource. All members must be free from commission and referral fee revenue, conform to a Canon of Ethics, and maintain industry credentials.




is a membership organization for the financial planning community. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. The FPA is dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a Certified Financial Planner.


Institute for Divorce Financial Analysts

 is the authority on divorce planning theory and application in North America. IDFA will establish standards for certification of divorce financial analysts that are objective, reliable and meet and current benchmarks for certifying bodies. The IDFA helps to ensure the financial health and welfare of the divorcing public through the accreditation of individual as Certified Divorce Financial Analysts.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.