Insights

Cybersecurity Certificate Program Financial Planning Association launched a Cybersecurity for Financial Planners certificate program to address the increasing challenges in cybersecurity and regulatory compliance in the financial services sector, presenting an opportunity to offer cybersecurity solutions and services to financial planners.

Research Award Contribution Winning the 2024 Best Research Award underscores the Financial Planning Association's commitment to advancing financial planning practitioners and the profession, positioning it as an organization focused on innovation and knowledge enhancement, presenting an opportunity for collaboration on cutting-edge financial solutions.

Leadership Appointments Recent appointments of new presidents within the Financial Planning Association present potential avenues for partnership and service offerings to support these key decision-makers in shaping the future direction of the organization, offering a chance to tailor solutions to meet their evolving needs and goals.

National Membership Program Launch The introduction of a national membership program by the Financial Planning Association to independent advisors provides an opportunity to engage with a wider network of financial professionals, offering tailored membership solutions and value-added services to enhance their practice and decision-making processes.

Media Outreach Platform The launch of FPA MediaSource by the Financial Planning Association serves as a channel to support journalists' needs, offering a potential entry point for media partnerships and visibility opportunities to showcase expertise, thought leadership, and differentiated services to a broader audience.

Similar companies to Financial Planning Association

Financial Planning Association Tech Stack

Financial Planning Association uses 8 technology products and services including Linkedin Insight Tag, Google Analytics Enhanced eCommerce, MariaDB, and more. Explore Financial Planning Association's tech stack below.

Linkedin Insight Tag
Analytics
Google Analytics Enhanced eCommerce
Analytics
MariaDB
Database
Module Federation
Development
jQuery
Javascript Libraries
Wufoo
Online Form Builders
Google Tag Manager
Tag Management
Nginx
Web Servers

Media & News

Financial Planning Association's Email Address Formats

Financial Planning Association uses at least 2 format(s):

Financial Planning Association Email Formats	Example	Percentage
FLast@onefpa.org	JDoe@onefpa.org	84%
Last@onefpa.org	Doe@onefpa.org	8%
First.Last@onefpa.org	John.Doe@onefpa.org	5%
LF@onefpa.org	DJ@onefpa.org	1%
FirstLa@onefpa.org	JohnDo@onefpa.org	1%
FMiddleLast@onefpa.org	JMichaelDoe@onefpa.org	1%

Frequently Asked Questions

Where is Financial Planning Association's headquarters located?

Financial Planning Association's main headquarters is located at 1290 Broadway, Ste. 1625 Denver, Colorado 80203, US. The company has employees across 5 continents, including North AmericaAsiaOceania.

What is Financial Planning Association's phone number?

You can contact Financial Planning Association'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's official website and social media links?

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

How much revenue does Financial Planning Association generate?

As of June 2025, Financial Planning Association's annual revenue reached $7.5M.

What is Financial Planning Association's NAICS code?

Financial Planning Association's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Planning Association have currently?

As of June 2025, Financial Planning Association has approximately 421 employees across 5 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: P. M.Chief Communications Officer (cco): B. L.Chief Financial Officer: S. G.. Explore Financial Planning Association's employee directory with LeadIQ.

What industry does Financial Planning Association belong to?

Financial Planning Association operates in the Financial Services industry.

What technology does Financial Planning Association use?

Financial Planning Association's tech stack includes Linkedin Insight TagGoogle Analytics Enhanced eCommerceMariaDBModule FederationjQueryWufooGoogle Tag ManagerNginx.

What is Financial Planning Association's email format?

Financial Planning Association's email format typically follows the pattern of . Find more Financial Planning Association email formats with LeadIQ.

When was Financial Planning Association founded?

Financial Planning Association was founded in 2000.

Financial Planning Association

Financial ServicesUnited States201-500 Employees

The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.