Insights

Industry Leadership Positioned as the leading membership organization for CERTIFIED FINANCIAL PLANNER professionals, FPA presents a prime audience for high-value B2B services, coaching, and advanced training solutions tailored to financial planning practitioners and firms.

Digital & Events Active engagement through signature events and a robust online presence creates opportunities for sponsorships, exhibit partnerships, for-cost speaking engagements, and tech-enabled lead generation programs aligned with CFP professionals.

Technology & Security FPA’s tech stack and recent cybersecurity initiatives indicate openness to cybersecurity training, secure CMS/hosting services, data privacy solutions, and risk/compliance offerings targeting financial planners and affiliated firms.

AI & Innovation The launch of FPAi Authority signals a strategic emphasis on artificial intelligence in wealth management, presenting avenues for AI-enabled planning tools, compliance automation, client insights platforms, and scalable tech partnerships.

Growth & Partnerships Strategic partnerships (CFP Board, NAPFA, Snappy Kraken) and leadership changes suggest a dynamic growth trajectory and potential for channel partnerships, managed services, and lead-generation or back-office solutions for planner networks.

Financial Planning Association (FPA®) Tech Stack

Financial Planning Association (FPA®) uses 8 technology products and services including Varnish, React, Amazon ALB, and more. Explore Financial Planning Association (FPA®)'s tech stack below.

Varnish

Caching

React

Javascript Frameworks

Amazon ALB

Load Balancers

Google Tag Manager

Tag Management

Animate.css

UI Frameworks

HTTP/3

Web & Portal Technology

Google Search Console

Web Analytics

Nginx

Web Servers

Financial Planning Association (FPA®) Email Formats	Example	Percentage
FLast@onefpa.org	JDoe@onefpa.org	84%
Last@onefpa.org	Doe@onefpa.org	9%
First.Last@onefpa.org	John.Doe@onefpa.org	5%
LF@onefpa.org	DJ@onefpa.org	2%

Financial Planning Association (FPA®) Email Formats

Example

Percentage

FLast@onefpa.org

JDoe@onefpa.org

84%

Last@onefpa.org

Doe@onefpa.org

First.Last@onefpa.org

John.Doe@onefpa.org

LF@onefpa.org

DJ@onefpa.org

Frequently Asked Questions

What is Financial Planning Association (FPA®)'s phone number?

You can contact Financial Planning Association (FPA®)'s main corporate office by phone at

+1-303-867-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Planning Association (FPA®)'s official website and social media links?

Financial Planning Association (FPA®)'s official website is financialplanningassociation.org and has social profiles on LinkedIn.

How much revenue does Financial Planning Association (FPA®) generate?

As of August 2026, Financial Planning Association (FPA®)'s annual revenue is estimated to be $500M - $1B.

What is Financial Planning Association (FPA®)'s NAICS code?

Financial Planning Association (FPA®)'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial Planning Association (FPA®) have currently?

As of August 2026, Financial Planning Association (FPA®) has approximately 421 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. Ν. Ι.Principal Coo: J. E.Technology And Operations Partner Via Coaches Corner: C. H.. Explore Financial Planning Association (FPA®)'s employee directory with LeadIQ.

What industry does Financial Planning Association (FPA®) belong to?

Financial Planning Association (FPA®) operates in the Financial Services industry.

What technology does Financial Planning Association (FPA®) use?

Financial Planning Association (FPA®)'s tech stack includes VarnishReactAmazon ALBGoogle Tag ManagerAnimate.cssHTTP/3Google Search ConsoleNginx.

What is Financial Planning Association (FPA®)'s email format?

Financial Planning Association (FPA®)'s email format typically follows the pattern of FLast@onefpa.org. Find more Financial Planning Association (FPA®) email formats with LeadIQ.

When was Financial Planning Association (FPA®) founded?

Financial Planning Association (FPA®) was founded in 2000.

Financial Planning Association (FPA®)

Q: What is Financial Planning Association (FPA®)'s NAICS code?

Financial Planning Association (FPA®)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States201-500 Employees

The Financial Planning Association (FPA) is a prominent membership organization for CERTIFIED FINANCIAL PLANNER professionals and others who participate in the financial planning process. It supports CFP professionals in pursuing professional fulfillment through practice support, education, advocacy, and networking opportunities. Its offerings include learning and certificate programs, signature events, and the Journal of Financial Planning, which help members deepen knowledge and raise competency in financial planning.

Based in Denver, Colorado, FPA operates within the financial services sector as a professional community for practitioners. It serves CFP professionals and others involved in planning by providing resources and advocacy on industry challenges and developments. In April 2026, the CFP Board, together with FPA and NAPFA, urged regulators to strengthen rules to protect seniors and other investors from financial exploitation and fraud.

Insights

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