Japan Association for Financial Planners

What Japan Association for Financial Planners does

Japan Association for Financial Planners (日本FP協会, JAFP) is a Tokyo-based non-profit professional association founded in 1987 that operates as the exclusive Japan licensee for the CFP® certification and the sole domestic issuer of AFP certification, alongside administering the three-tier national FP技能検定 (FP Skills Certification Examination, Levels 1–3, with Levels 2 and 3 delivered via CBT). Its core products are therefore certification-driven: standardized examinations, AFP certification training, continuing education and renewal services for credentialed members, the FP Journal publication (with FPJ Online digital access), and a mobile member application, all connected through a My Page member portal.

The association monetizes across four recurring streams: per-exam fees (FP技能検定 Levels 1–3 and CFP® qualification exams), annual individual membership dues (certified AFP/CFP® tier plus general members and corporate supporting members), training and education revenue (AFP certification training, continuing education), and publications revenue (textbooks, workbooks, and financial literacy booklets). Distribution is overwhelmingly domestic and direct: official website, My Page portal, CBT examination centers, an FP Search Navigator directory for consumer-to-FP matching, and a dedicated corporate/institutional business portal.

JAFP serves four customer segments — individual consumers seeking financial planning advice, aspiring FP professionals pursuing certification, corporate and institutional organizations (including a recent Mitsui Sumitomo Insurance supporting membership), and educational institutions implementing FP curricula — and markets through a multi-channel mix including its website, X, Facebook, Instagram, LINE, YouTube, email newsletters (くらしとお金のメールニュース), and physical events such as the annual FP Fair. As of end-2025, global CFP® certified professionals numbered over 236,000, underscoring the association's positioning within an internationally coordinated credentialing framework.

Name

Japan Association for Financial Planners

Legal name

Japan Association for Financial Planners

Website

https://www.jafp.or.jp/

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Japan Association for Financial Planners is a non-profit organization that provides financial seminars, education, and advisory services.

Ownership category

akta.pro rank

Product category

Professional Certification Services

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYEDAAANAD

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications

Education/Adult & Continuing Education/Professional Certification Programs

SECONDARYEDANAIAD

Accounting & Finance Certification Prep (CPA, CMA, CFA, FRM)

Education/Tutoring & Test Preparation/Professional Certification & Licensure Exam Prep

SECONDARYEDAMAIAH

Personal Finance & Financial Literacy for Students

Education/Supplemental & Enrichment Programs (Arts, STEM, Language)/Life Skills & Personal Development (Study Skills, Executive Function, SEL)

Keywords

• Financial planning certification
• CFP certification
• AFP certification
• Financial literacy education
• Professional association

Headquarters

HQ city

Tokyo

HQ country

Japan

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Examination Fees: Revenue from administering FP skill certification examinations at all levels (1级, 2級, 3級) and CFP® qualification examinations
2. Membership Dues: Annual membership fees from individual certified members (AFP/CFP® holders) and general members, plus corporate supporting members
3. Training and Education: Revenue from AFP certification training programs, continuing education courses, and professional development materials
4. Publications and Materials: Sales of textbooks, workbooks, study guides, and financial literacy booklets published by the association

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Japan Association for Financial Planners is a non-profit professional association that administers FP (Financial Planner) skill certification examinations (Levels 1, 2, and 3), issues CFP® (international) and AFP (domestic) financial planning certifications, and provides financial planning consultation services connecting consumers with certified professionals. The association also delivers financial literacy education through seminars, publications, booklets, mobile applications, and continuing education programs for certified members.

Product overview

Japan Association for Financial Planners operates a comprehensive certification and education ecosystem for financial planning professionals in Japan. The organization offers three-tiered FP Skills Testing (FP技能検定) at Levels 1, 2, and 3, with CBT delivery for lower levels, alongside internationally-recognized CFP® certification and domestic AFP certification programs. Member services include FP consultation matching services connecting consumers with certified professionals, the FP Journal publication for continuing education, mobile application access, and life plan simulation tools. The association also provides financial education materials, e-learning courses, and hosts annual FP Fair events for professional development.

Differentiator

Problem solved

Functional benefit

Brands

• FPジャーナル: The association's official journal publication for members
• FPJオンライン

Products and services

• FP技能検定 (FP Skills Certification Examination) Standardized financial planner skills certification examination system comprising Level 1, Level 2, and Level 3 tests for individuals pursuing careers in financial planning in Japan.
• CFP® Certification Internationally recognized Certified Financial Planner certification requiring passage of 6 subject examinations and ongoing continuing education, administered in Japan under FPSB license.
• AFP Certification Affiliated Financial Planner certification - Japanese domestic financial planning credential requiring completion of AFP certification training and continuing education.
• AFP認定研修 (AFP Certification Training Program) AFP certification training program comprising required coursework and examination for obtaining the AFP credential.
• FP相談サービス (FP Consultation Service) Financial planning consultation service connecting individual consumers with certified CFP® and AFP professionals for personalized financial advice including life planning, asset formation, retirement, and tax planning.
• FPジャーナル (FP Journal) Association journal publication providing members with continuing education content, industry news, and professional development resources.
• 金融経済教育用小冊子 (Financial Economic Education Booklets) Financial economic education booklets and educational materials published by the association for public financial literacy.
• FP Fair Annual FP Fair event providing continuing education seminars and networking opportunities for certified professionals, connecting them with potential consumer clients.

Quantifiable outcome

• 236,000+ CFP® professionals globally as of end 2025

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• J-FLEC (Japan Financial Life Education Consortium)coreStrategic or Co-development Partner · 1 July 2026Top-level dialogue partnership announced July 2026 between J-FLEC and Japan FP Association. The collaboration includes joint initiatives for financial life education in Japan, with a top dialogue article published. This represents a significant strategic partnership for advancing financial literacy education.
• 三井住友海上あいおい 생명보험 주식회사 (Mitsui Sumitomo Kaijo Aiui Life Insurance)minorOthers · 26 June 2026Mitsui Sumitomo Kaijo Aiui Life Insurance joined as a new corporate supporting member (法人賛助会員), providing corporate sponsorship and support for the association's activities.
• FPSB (Financial Planning Standards Board Ltd.)coreStrategic or Co-development PartnerInternational licensing partnership for CFP® certification. FPSB grants the Japan FP Association exclusive license to administer and issue CFP® certifications in Japan. The association reports that global CFP® holders exceeded 236,000 as of end 2025.
• 関連サイト (Related Organizations)minorOthersListed related sites include: 日本証券外商品先物取引業協会 (Japan Securities Dealers Association), 金融庁 (Financial Services Agency FSA), J-FLEC, and 適用拡大協議会の動き (Expanded Coverage Initiative)

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CFP Board: The U.S.-based non-profit organization that issues the CFP® certification in the United States under license from FPSB. It is the most direct international counterpart to JAFP, performing the same CFP® certification and disciplinary functions in a different national market.
• Financial Planning Association (FPA): U.S. professional membership association for CFP® professionals and financial planners. Shares JAFP's dual role of member services, professional development, and consumer advocacy in the financial planning space.
• Chartered Institute for Securities & Investment (CISI): UK-based professional body offering financial services certifications and continuing education. Comparable to JAFP as a non-profit membership organization that issues accredited finance credentials and provides member services.

Others

• Financial Planning Standards Board (FPSB): The international parent organization that licenses CFP® certification globally. JAFP operates as the Japan affiliate under FPSB's licensing framework, making FPSB the strategic ecosystem partner rather than a competitor.

Broad incumbents

• London Institute of Banking & Finance: UK professional body offering finance certifications and financial education programs. Comparable as a long-established, non-profit financial education and credentialing institution, though with a broader banking and finance focus than JAFP's pure financial planning scope.
• Money & Pensions Service (MaPS) / MoneyHelper: UK government-backed body providing free financial guidance and education to consumers. Comparable to JAFP's consumer financial literacy mission and could be a model for Japan's own J-FLEC-driven national financial education strategy.

Regional players

• Financial Planning Institute of Southern Africa: South Africa's authorized CFP® certification body under FPSB license. A regional peer in another non-Western market with similar economic context to Japan (mature financial system, distinct consumer protection needs).
• Financial Planning Association of Malaysia (FPAM): Malaysia's CFP® licensing affiliate and FP professional association. Comparable as a regional Asian peer operating the same FPSB certification framework in a different Asian market.
• Japan Securities Analysts Association (JSAA): Japanese professional association issuing securities analyst certifications (CMA, CFA-affiliated). Comparable as a Japan-based non-profit financial professional certification body with similar member and continuing education models.
• The Japanese Institute of Certified Public Accountants (JICPA): Japan's national CPA licensing body. Comparable as a Japan-based non-profit professional certification organization with regulatory authority over a financial profession, though focused on accounting rather than financial planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/fp_kyokai
• YouTubeyoutube.com/channel/UCgLGjk0IqK4qVl2GSSCLE6g
• Facebookfacebook.com/fp.kyokai
• Instagraminstagram.com/fpkyokokai
• LinkedInlinkedin.com/company/japan-association-for-financial-planners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Japan Association for Financial Planners