Overview
What is The Financial Planning Association?
The Financial Planning Association (FPA) is a prominent nonprofit organization situated in Denver, Colorado. It plays a significant role in promoting and enhancing the financial planning profession by spotlighting its essential components: practice support, learning, advocacy, and networking. The FPA's annual conference, one of the largest gatherings of certified financial planners, offers various educational sessions, exhibits, and networking opportunities for its members. By fostering this environment, FPA enables professionals to share best practices and stay updated on industry trends. With a mission to elevate the profession, the FPA transforms lives through financial planning, leveraging its core competencies to advance the field and benefit its members. The organization currently employs a team of 38 individuals.
Official website here: www.financialplanningassociation.org
Is The Financial Planning Association legitimate?
The Financial Planning Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Financial Planning Association 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:
Executive Compensation: $649,276
Professional Fundraising Fees: $0
Other Salaries and Wages: $2,018,575
For more financial information, click here
Official website here: www.financialplanningassociation.org
What is the mission statement of The Financial Planning Association?
The Financial Planning Association's mission is centered around enhancing the worth of financial planning and improving the financial planning profession. In pursuit of this objective, the association strives to elevate the status of financial planning, transforming lives through its power. This mission is encapsulated in their statement, "To elevate the profession that transforms lives through the power of financial planning." The FPA achieves this by hosting events like their annual conference, which serves as a platform for CFP professionals, showcasing their core competencies, including practice support, learning, advocacy, and networking. The conference offers educational sessions, exhibits, and networking opportunities, allowing members to share best practices and strategies, ultimately enabling them to improve their practices.
Official website here: www.financialplanningassociation.org
Who is the CEO of The Financial Planning Association?
Patrick D Mahoney is the CEO of The Financial Planning Association The CEO's salary of The Financial Planning Association is $406,534 and their total compensation is $434,080.
Official website here: www.financialplanningassociation.org
What is the revenue of The Financial Planning Association?
The Financial Planning Association's revenue in 2023 was $8,036,552.
Official website here: www.financialplanningassociation.org
Who are the executives of The Financial Planning Association and what are their salaries?
The average compensation at The Financial Planning Association during 2023 was $88,928. There are 30 employees and 1050 volunteers at The Financial Planning Association.
Here are 19 key members and their salaries (The Financial Planning Association's CEO's salary is $406,534 and their total compensation is $434,080):
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- Compensation: $406,534
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- Other: $27,546
- Compensation: $190,917
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- Compensation: $113,681
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- Other: $12,914
- Compensation: $144,638
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- Other: $23,526
Official website here: www.financialplanningassociation.org
Where can I find the form 990 for The Financial Planning Association?
The Financial Planning Association's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.financialplanningassociation.org
Learn more at the official website: www.financialplanningassociation.org
Mission Statement of The Financial Planning Association
The Financial Planning Association, abbreviated as FPA, is dedicated to promoting the importance of financial planning and enhancing the profession. Their mission is to uplift this profession, which has the power to significantly impact lives. By elevating the financial planning profession, FPA aims to transform lives in a positive manner.
FPA's mission is not just a mere goal; it is a commitment to fostering the value of financial planning. They strive to advance the financial planning profession, ensuring that it reaches its full potential and positively impacts as many lives as possible. FPA's annual conference is a testament to their commitment. This conference, attended by numerous CFP professionals, highlights FPA's core competencies: Practice Support, Learning, Advocacy, and Networking. The conference offers a plethora of educational sessions, roundtable discussions, and pre-conferences, providing attendees with practical knowledge and strategies to implement in their practices. FPA member communities gather at the conference to network, share best practices, and connect with like-minded individuals, further strengthening the financial planning profession.
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Impact
October, 2024
The Financial Planning Association (FPA) significantly impacts the financial planning profession by fostering its value and advancing its practices. One of the key platforms for this impact is the FPA Annual Conference, a major event that gathers Certified Financial Planner (CFP) professionals from across the nation.
This conference highlights FPA’s core competencies: Practice Support, Learning, Advocacy, and Networking. Attendees benefit from a robust program that includes educational sessions, an exhibit hall filled with resources, roundtable discussions, and pre-conferences organized by FPA partners. These gatherings create a space for professionals to network, share best practices, and connect with peers who share similar values and goals.
Through its initiatives, FPA empowers financial planners to enhance their skills and knowledge, ultimately enabling them to transform lives through effective financial planning. By focusing on community improvement and collaboration, FPA plays a crucial role in elevating the profession and promoting the importance of financial literacy and planning in society.
This information is meant to be a general summary of The Financial Planning Association. 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 2023.
- Investment Income: $83,679
- Program Service Revenue: $7,154,331
- Gross Receipts: $8,036,552
Assets and Liabilities:
- Total Assets: $6,694,548
- Total Liabilities: $4,647,003
- Net Assets: $2,047,545
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$5,096,764
REGISTRATION
Revenue
$840,614
SPONSORSHIPS
Revenue
$693,075
FEES
Revenue
$523,878
Organization Details
Founding Year
1999
NTEE Category
Code: S41 - Community improvement
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