NAPFA Strategic Framework

NAPFA's mission is to provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial planners.

In furtherance of this mission, and to advance financial planning toward acceptance as a profession, NAPFA has developed a strategic framework. This framework is the backbone of all that we do, and guides our strategic and organizational decisions. Our strategic drivers and the initiatives we undertake in support of them will carry NAPFA into the future and fulfill our mission:


Advance public policy and partnerships that are consistent with NAPFA’s mission and vision

  • Advance public policy at the Federal and state levels that serves the interests of fee-only, fiduciary financial planners and consumers
  • Strengthen consumer awareness of NAPFA and the benefits of engaging fee-only financial planning professionals


Create educational and developmental experiences that elevate practitioner competency

  • Curate educational experiences that elevate practitioner competency
  • Deliver relevant knowledge and insights to support practitioners’ career development


Steward NAPFA’s position as the leading association for fee-only financial planners

  • Create opportunities for members to engage in meaningful community experiences
  • Drive diversity, equity, and inclusion throughout the NAPFA community
  • Strengthen connectedness and communication within, to and from the NAPFA community