Overview
What is Advanced Planners Study Group?
The Advanced Planners Study Group is a nonprofit organization situated in Austin, Texas, at 623 W 38th Street, Suite 110. Their primary objective is to facilitate an annual investment and financial planning conference. This event serves as a platform for certified planners to engage with industry experts, enabling them to stay updated on current trends and developments within their field. By providing this opportunity, the Advanced Planners Study Group aims to support the professional growth and knowledge base of certified planners, ultimately benefitting their clients and the financial planning community as a whole.
Is Advanced Planners Study Group legitimate?
Advanced Planners Study Group is a legitimate nonprofit organization registered as a 501(c)(6) entity. Advanced Planners Study Group submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
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Professional Fundraising Fees: $0
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What is the mission statement of Advanced Planners Study Group?
The Advanced Planners Study Group's mission is to offer a platform for certified financial planners to access and acquire up-to-date information from industry specialists. This is accomplished through regular gatherings and conferences focused on investment and financial planning. The group's primary objective is to equip certified planners with the latest industry insights, thereby enhancing their professional capabilities. By fostering this knowledge exchange, the Advanced Planners Study Group aims to contribute to the overall development and success of the financial planning industry.
Who is the CEO of Advanced Planners Study Group?
Carl Stuart is the Chairman of Advanced Planners Study Group.
What is the revenue of Advanced Planners Study Group?
Advanced Planners Study Group's revenue in 2022 was $282,496.
Who are the executives of Advanced Planners Study Group and what are their salaries?
Here are 3 key members and their salaries:
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Where can I find the form 990 for Advanced Planners Study Group?
Advanced Planners Study Group's most recent form 990 was submitted in 2022 and can be accessed here.
Mission Statement of Advanced Planners Study Group
The Advanced Planners Study Group is committed to providing a platform for certified planners. Its primary mission is to facilitate the gathering and acquisition of current information from industry experts. This is achieved through organized events, such as annual investment and financial planning conferences, which serve as valuable resources for certified planners to stay updated on the latest trends and developments in their field. By bringing together professionals and experts, the Advanced Planners Study Group fosters an environment of knowledge sharing and collaboration, enabling certified planners to enhance their skills and provide better services to their clients.
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Impact
October, 2024
Advanced Planners Study Group significantly influences the field of investment and financial planning by fostering a collaborative environment for certified planners. Through its annual conference held in Austin, TX, the organization facilitates the exchange of current information and best practices among industry experts. This gathering not only enhances the knowledge base of individual planners but also strengthens the overall professionalism in the industry.
By providing access to cutting-edge insights and strategies, Advanced Planners Study Group empowers planners to better serve their clients and adapt to the ever-evolving financial landscape. The networking opportunities available during the conference foster connections that lead to collaborative projects, innovation, and community improvement. Ultimately, the group's dedication to continuous learning and professional development contributes to a more informed and effective planning community.
This information is meant to be a general summary of Advanced Planners Study Group. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Program Service Revenue: $282,496
- Gross Receipts: $282,496
Assets and Liabilities:
- Total Assets: $109,605
- Total Liabilities: $0
- Net Assets: $109,605
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Organization Details
Founding Year
2004
Phone
(512) 478-2275Principal Officer
Carl Stuart
Main Address
623 W 38TH STREET STE 110, AUSTIN, TX, 78705
NTEE Category
Code: S41 - Community improvement
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