Financial Planning Association (FPA):
A Community of Financial Planning Experts
Recently Released!!!
Date Published: December 19, 2011
Summary PowerPoint Deck: 40 Slides
Reference PowerPoint Deck: 88 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.
And its profile concludes with the highlights of its organizational structure & ownership.
Date Published: December 19, 2011
Summary PowerPoint Deck: 40 Slides
Reference PowerPoint Deck: 88 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
- Government Relations
- Conferences
- Publications
- Research Center
- Alliance Program
- Community Relations
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
