The Financial Planning Association

Filing Period

Jun 1, 2011 to May 31, 2012

Signed

Mar 20, 2013

Return Version

2011v1.2

Gross Receipts

$10,673,930

Mission

Major Activities

Activity 2

Member Relations:The FPA Member Relations department ensures that existing and prospective members are fully aware of all of the benefits that the Financial Planning Association makes available to support financial planners and their practices. These benefits include consumer education and awareness of the value of financial planning as well as advocacy on behalf of the profession. Benefits also include knowledge in terms of tools, resources, ongoing certification education and technical journals to improve communication with their clients, increase efficiency and effectiveness in their practice and to help them advance in their chosen career. Member Relations is also responsible for serving members by answering their questions and addressing their concerns as well as ensuring that they are taking full advantage of their member benefits.

Activity 3

FPA Retreat is a long-standing, non-traditional gathering of the FPA community. It is an event that attracts the best and brightest of the profession due to its level of intimacy, community learning and advanced, cutting edge content. The conference provides opportunities for networking, advanced education, and exposure to new theories and best practices.

Filer

EIN

84-1521488