Insights

Industry Leadership The Financial Planning Association (FPA) is a leading organization within the financial services industry, representing a large network of CERTIFIED FINANCIAL PLANNER professionals. This positions the company as a key influencer and potential partner for financial technology vendors, educational providers, and professional development platforms seeking to engage with top-tier financial planners.

Innovation Focus FPA's recent launch of the FPAi Authority to address artificial intelligence trends and cybersecurity programs demonstrates their commitment to cutting-edge solutions and compliance. This indicates opportunities for innovative technology providers offering AI, cybersecurity, and advanced practice management tools tailored for financial professionals.

Growth and Expansion With a substantial revenue range of up to one billion dollars and ongoing leadership and organizational developments, FPA signifies a healthy financial position and a growing membership base. This presents sales prospects for enterprise software, training programs, and membership engagement tools aimed at expanding or enriching their offerings.

Educational Initiatives FPA’s focus on professional education through signature events, publications, and new certificate programs like Cybersecurity for Financial Planners illustrates ongoing investment in knowledge dissemination. Vendors offering learning management systems, certification platforms, and knowledge-sharing solutions are likely to find receptive partnership opportunities.

Networking and Advocacy The organization's active engagement at conferences and recent leadership appointments underscore its influence in advocacy and community building within financial planning. This network presents a strategic channel for marketing new products, communication tools, and collaborative sponsorship opportunities targeted at financial professionals.

Similar companies to Financial Planning Association (FPA)

Financial Planning Association (FPA) Tech Stack

Financial Planning Association (FPA) uses 8 technology products and services including Drupal, Feathr, HubSpot, and more. Explore Financial Planning Association (FPA)'s tech stack below.

  • Drupal
    Content Management System
  • Feathr
    Marketing
  • HubSpot
    Marketing Automation
  • Pantheon
    Platform As A Service
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • AddThis
    Widgets

Media & News

Financial Planning Association (FPA)'s Email Address Formats

Financial Planning Association (FPA) uses at least 2 format(s):
Financial Planning Association (FPA) Email FormatsExamplePercentage
FLast@onefpa.orgJDoe@onefpa.org
84%
Last@onefpa.orgDoe@onefpa.org
8%
First.Last@onefpa.orgJohn.Doe@onefpa.org
5%
LF@onefpa.orgDJ@onefpa.org
1%
FirstLa@onefpa.orgJohnDo@onefpa.org
1%
FMiddleLast@onefpa.orgJMichaelDoe@onefpa.org
1%

Frequently Asked Questions

Where is Financial Planning Association (FPA)'s headquarters located?

Minus sign iconPlus sign icon
Financial Planning Association (FPA)'s main headquarters is located at 1290 Broadway, Suite 1625. The company has employees across 5 continents, including North AmericaAsiaOceania.

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

Minus sign iconPlus sign icon
You can contact Financial Planning Association (FPA)'s main corporate office by phone at . 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?

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

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

Minus sign iconPlus sign icon
Financial Planning Association (FPA)'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of January 2026, Financial Planning Association (FPA) has approximately 424 employees across 5 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: D. J. M.Ceo: M. Ν. Ι.Chief Communications Officer (cco): B. L.. Explore Financial Planning Association (FPA)'s employee directory with LeadIQ.

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

Minus sign iconPlus sign icon
Financial Planning Association (FPA) operates in the Financial Services industry.

What technology does Financial Planning Association (FPA) use?

Minus sign iconPlus sign icon
Financial Planning Association (FPA)'s tech stack includes DrupalFeathrHubSpotPantheonHSTSCloudflare Bot ManagementX-Content-Type-OptionsAddThis.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Financial Planning Association (FPA) was founded in 2000.

Financial Planning Association (FPA)

Financial ServicesColorado, United 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.

Section iconCompany Overview

Headquarters
1290 Broadway, Suite 1625
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
201-500

Section iconFunding & Financials

  • $500M$1B

    Financial Planning Association (FPA)'s revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Financial Planning Association (FPA)'s revenue is estimated to be in the range of $500M$1B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.