Why are NAPFA-Registered Financial Advisors and Provisional Members asked to submit a sample comprehensive financial plan?
NAPFA holds out to the public, including consumers who participate in our referral program, that professionals in these two membership categories are competent in all areas of financial planning. As a member of NAPFA you must offer comprehensive financial planning services. By asking peers to review your work product we can gain a higher level of comfort with your competency. This is an essential element of our membership criteria.
