Financial Planning Association:
A Community of Financial Planning Experts

Recently Released!!!
Date Published: December 2011
Comprehensive Power Point Deck: 87 Slides
Summary Power Point Deck: 39 Slides


The Financial Planning Association was founded as as the International Association for Financial Planning in 1970. It is based in in Denver, CO, has 2 offices and 25,000 members. The Financial Planning Association is led by its Chairman Mark Johannessen, President Tom Potts, & Executive Director Marv Tuttle. Its web sites can be found at www.amg.com, www.fpaannualconference.org, www.fpaforfinancialplanning.org, www.plannersearch.org, www.journalfp.net, www.fpasolutions.com, www.shopfpa.org, & www.financialfrontiersawards.org.

The Financial Planning Association's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • International Association for Financial Planning (IAFP) Phase
  • Early Financial Planning Association (FPA) Phase
  • Fiduciary Law Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits..
Its profile includes detailed outlines of its core services:
  • Government Relations
  • Conferences
  • Publications
  • Research Center
  • Alliance Program
  • Community Relations
And its profile concludes with the highlights of its organizational structure & ownership.

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