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.