Financial Planning Association

Name

Financial Planning Association

Legal name

Financial Planning Association Arizona (FPAAZ)

Website

https://fpaofphoenix.org

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

251–500 employees

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business Associations (813910)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

Keywords

• Professional membership association
• Financial planning education
• Continuing education courses
• Professional development resources
• Chapter networking events

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: As a 501(c)(6) non-profit professional association, FPA Arizona generates revenue through membership dues from financial planning professionals. The organization offers various membership categories including standard members, catalysts, and partners.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

FPAAZ is a state-level professional membership chapter that provides financial planners in Arizona with continuing education (CE), credential maintenance, networking events, leadership development, and chapter-produced educational resources. Its primary offerings are the LearningHub+ Professional Workbook and Toolkit, the FPAAZ Originals content library, the CE Ecosystem (including the Ethics+ Course), and access to a statewide network of in-person Connect! chapter events.

Product overview

FPA Arizona operates as a professional membership organization offering a portfolio of professional development resources rather than a unified software platform. The core offering centers on the LearningHub+ system, which includes a Professional Workbook (free downloadable resource) and a Toolkit for adult learning-based event design. These are complemented by supplementary tools including a Presenter Checklist and Adult Learning Engagement Checklist. All materials are branded as part of the FPAAZ Originals series—a library of chapter-created content. Additionally, the organization provides Ethics+ Courses for credential maintenance. The portfolio is delivered through a chapter website platform and does not appear to include a proprietary software product with API access.

Differentiator

Problem solved

Functional benefit

Products and services

• FPAAZ Professional Membership Paid membership tier for financial planners in Arizona, providing access to Connect! chapter events, CE ecosystem, FPAAZ Originals content library, community calendar, leadership pathways, and chapter networking across Arizona cities.
• LearningHub+ Professional Workbook A free downloadable workbook from the LearningHub+ system that helps financial planners structure their learning and career development journey; part of the FPAAZ Originals series.
• LearningHub+ Toolkit A toolkit within the LearningHub+ system designed for event design grounded in adult-learning principles, enabling presenters to create rigorous and engaging educational experiences for financial planners.
• CE Ecosystem (Continuing Education Program) Continuing education program for financial planners to earn CE credits and maintain professional credentials, delivered through chapter events and courses.
• Ethics+ Course A bookable ethics course providing financial planners with CE-bearing ethics training to support credential maintenance and adherence to professional standards.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Financial Planning Association (FPA) NationalcoreStrategic or Co-development PartnerFPA Arizona operates as a state-based 501(c)(6) organization affiliated with the national Financial Planning Association via a Chapter Charter and License agreement. FPA is described as 'Your Partner in Planning' and is a national 501(c)(6) non-profit organization.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• XY Planning Network: A modern, digitally-native financial planner membership network targeting younger advisors. Comparable as an alternative community-led membership organization, but distinct in its virtual-first delivery model versus FPA Arizona's in-person regional focus.
• Kitces.com: A leading digital content and education platform for financial planners. Comparable as a continuing education and thought leadership resource for financial advisors, but operating as a digital media business rather than a community chapter.

Direct peers

• FPA of San Diego: A neighboring FPA chapter serving Southern California. Directly comparable as a sibling FPA state/regional chapter with similar chapter structure, member categories, and event programming; FPA Arizona actually cross-promotes Southern California events.
• Garrett Planning Network: A network of fee-only financial planners offering member resources, marketing support, and community. Comparable as a membership-based organization serving practicing financial planners with similar professional development and networking value propositions.
• NAPFA (National Association of Personal Financial Advisors): A competing fee-only financial planner association with state-level chapters and member networking. Directly comparable as an alternative professional membership organization for financial advisors offering CE, networking, and community.
• Society of Financial Service Professionals (SFSP): A professional association for financial services practitioners offering continuing education, networking, and credentialing support. Comparable as a parallel membership association serving financial advisors with CE and community programming.
• International Association of Registered Financial Consultants (IARFC): A membership association for financial consultants offering the RFC credential, CE, and member resources. Comparable as a smaller professional membership body serving practicing financial planners and advisors with similar education-focused value proposition.

Broad incumbents

• AICPA Personal Financial Planning (PFS) Section: The Personal Financial Services section of AICPA serves CPAs providing financial planning. Comparable as a professional body offering credentialing (PFS), CE, and member resources for financial planning practitioners, though primarily serving CPA-credentialed members.
• CFP Board: The Certified Financial Planner Board of Standards oversees CFP certification. Comparable as a major professional body serving financial planners with credentialing, ethics, and continuing education programming that overlaps with FPA Arizona's CE mission.
• Financial Planning Association (National): National 501(c)(6) parent organization of FPA Arizona. Directly comparable as the overarching professional association for financial planners; FPA Arizona operates under its Chapter Charter and License agreement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/fpaofphoenix
• Facebookfacebook.com/FPAofPhoenix

Revenue estimate

Valuation estimate

Number of profiles

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 Financial Planning Association