Professional Organizations
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Our advisory professionals who represent the clients of Intelligent Capitalworks are members of one or more of the following leading professional organizations.
National Association of Personal Financial Advisors.
NAPFA promotes the public interest by advancing the financial planning profession and supporting its members consistent with its core values of requiring the highest standards of proficiency in the industry, a holistic approach to financial planning, a Fee-Only model that facilitates objective advice, a fiduciary relationship that ensures the client's interest is always placed first and complete disclosure of fees and potential conflicts of interest.
http://www.napfa.org Financial Planning Association. The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. FPA is the community that fosters the value of financial planning and advances the financial planning profession. The mission of IMCA is to ensure quality service to the public by developing and encouraging high standards in the investment consulting profession. As an organization, their role has been to broaden the public's understanding of investment management consulting and to promote and protect the interests of the profession. http://www.imca.org
CFA Institute.
The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. CFA Institute is composed of more than 70,000 individual voting members and 131 nonvoting member societies that believe in setting a higher standard for the investment profession. Individual members either hold the CFA designation or are active in the investment business and agree to abide by the CFA Institute ethical requirements. | 
