Grantmaking public charityEIN 841521488
FINANCIAL PLANNING ASSOCIATION
DENVER, CO 80203
Total Assets
$6.1M
FY 2024
Annual Giving
—
FY 2024
Grants Made
0
FY 2024
Avg Grant
—
FY 2024
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
Member relations: fpa membership staff assist fpa members in joining and renewing as fpa members as well as navigating their fpa member benefits to ensure they take full advantage of their membership. As a professional membership association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.
Program 2
Fpa retreat is a long-standing, non-traditional gathering of the fpa community. It is an event that attracts leading financial planners due to its level of intimacy, community learning, and advanced, cutting-edge content. The event provides opportunities for networking, advanced education, and exposure to new theories and best practices.
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$7.8M
Total Expenses
$7.5M
Top Recipients
1 grants
Grant Size Distribution
1 grants
Geographic Focus
1 states
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