Glencoe Accounting

Chapter 21: Accounting for Publicly Held Corporations

Making It Personal

National Association of Personal Financial Advisors

Personal financial advisors help individuals and families plan an investment strategy, save for a college education, sell a business, or review the tax implications of a will. The National Association of Personal Financial Advisors is the nation's leading organization of fee-only financial planning professionals. Find out how the organization works and how NAPFA can help.

Destination Title: National Association of Personal Financial Advisors

Guided Activity

Start at the NAPFA Web site. Record your answers to these questions separately.

  1. Click the public link on the left side of the page. What is fee-only financial planning?
  2. Click Frequently Asked Questions in the left navigation bar. Why is a fee-only structure so important?
  3. Click Planning Your Future: Consumer Tips in the top navigation bar. Select Do You Need a Financial Advisor? List two reasons why a person might seek the help of a financial advisor.
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