American Institute of Certified Public

The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

Certified Financial Planner Board of Standards

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders.

National Association of Personal Financial Advisors

NAPFA, the National Association of Personal Financial Advisors, is an organization through which Fee-Only financial planners can further enhance their professional skills, market their services and become part of a collective, influential voice on matters that affect them and their clients. Founded in 1983, NAPFA currently has more than 2,000 members nationwide.

The Financial Planning Association

The Financial Planning Association® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

The International Association of Advisors in Philanthropy

AiP is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning. Our mission is to inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice.

The Medical Group Management Association

The Medical Group Management Association is the nation’s principal voice for the medical group practice profession. MGMA’s mission is to continually improve the performance of medical group practice professionals and the organizations they represent.
The Financial Planning Association of Massachusetts

The Financial Planning Association™ of Massachusetts

Helping people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.