Overview
What is Financial Planning Association Of Connecticut Inc?
The Financial Planning Association of Connecticut Inc is a chapter of the Financial Planning Association, functioning as a nonprofit organization. Their primary mission is to advocate for and advance the financial planning profession. They accomplish this by hosting numerous educational seminars annually, catering to their members. These events provide valuable learning opportunities, with the annual conference offering CFP and CT insurance credits. The conference also serves as a platform for members to network with partner firms offering various services. Overall, the Financial Planning Association of Connecticut Inc plays a significant role in fostering the financial planning process and strengthening the profession within Connecticut.
Official website here: www.fpact.org
Is Financial Planning Association Of Connecticut Inc legitimate?
Financial Planning Association Of Connecticut Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Connecticut Inc submitted a form 990EZ, 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.
Official website here: www.fpact.org
What is the mission statement of Financial Planning Association Of Connecticut Inc?
The Financial Planning Association of Connecticut Inc, as a chapter of the Financial Planning Association, promotes the significance of financial planning and advances the financial planning profession. The organization conducts numerous educational seminars yearly, benefiting its members. One notable event is a full-day annual conference, offering Continuing Financial Planner (CFP) and Connecticut insurance credits. This event allows members to engage with other partner firms providing relevant services.
Official website here: www.fpact.org
Who is the CEO of Financial Planning Association Of Connecticut Inc?
Christopher Lee is the President of Financial Planning Association Of Connecticut Inc.
Official website here: www.fpact.org
What is the revenue of Financial Planning Association Of Connecticut Inc?
Financial Planning Association Of Connecticut Inc's revenue in 2022 was $133,990.
Official website here: www.fpact.org
Who are the executives of Financial Planning Association Of Connecticut Inc and what are their salaries?
Here are 4 key members and their salaries:
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Official website here: www.fpact.org
Where can I find the form 990EZ for Financial Planning Association Of Connecticut Inc?
Financial Planning Association Of Connecticut Inc's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.fpact.org
Learn more at the official website: www.fpact.org
Mission Statement of Financial Planning Association Of Connecticut Inc
The Financial Planning Association of Connecticut, as a chapter of the Financial Planning Association, is dedicated to promoting the significance of financial planning and enhancing the profession. This nonprofit organization actively propels this mission by conducting various educational seminars throughout the year. These events cater primarily to its members, providing them with valuable opportunities to expand their knowledge and skillset. Among these events is a full-day annual conference, which offers CFP and CT insurance credits, enabling members to connect with other partner firms offering related services. By championing the value of financial planning and fostering the development of financial planners, the Financial Planning Association of Connecticut plays a vital role in empowering individuals to make informed financial decisions.
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Impact
October, 2024
The Financial Planning Association of Connecticut Inc plays a vital role in enhancing the financial planning profession within the state. By championing the value of the financial planning process, the organization fosters a community where financial professionals can collaborate, share insights, and grow their expertise.
Through a variety of educational seminars and networking opportunities, particularly its annual conference, members gain access to essential resources like CFP and CT insurance credits. This not only benefits individual financial planners but also elevates the overall standard of financial management in the region, contributing to community improvement.
By connecting members with partner firms and facilitating ongoing education, the association empowers financial planners to deliver higher-quality services to clients. As a result, the Financial Planning Association of Connecticut Inc significantly impacts the professionalism, credibility, and effectiveness of financial planning in Connecticut.
This information is meant to be a general summary of Financial Planning Association Of Connecticut Inc. 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.
- Investment Income: $172
- Program Service Revenue: $113,484
- Gross Receipts: $133,990
Assets and Liabilities:
- Total Assets: $73,289
- Total Liabilities: $0
- Net Assets: $73,289
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Organization Details
Phone
(860) 721-1060Principal Officer
Christopher Lee
Main Address
95 WEST STREET, ROCKY HILL, CT, 06067
Website
www.fpact.orgNTEE Category
Code: S41 - Community improvement
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