Financial Planning Association of Central Virginia

What Financial Planning Association of Central Virginia does

The Financial Planning Association of Central Virginia is a regional chapter of the Financial Planning Association (FPA), the leading U.S. membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals. The broader FPA platform, headquartered in Denver, Colorado, serves more than 18,000–20,000+ financial planning professionals through 75 chapters and state councils, offering individual, group, and student memberships on an annual subscription basis. Its product surface spans community (FPA Connect), content (Journal of Financial Planning since 1979, FPA Business Hub, Next Generation Planner, YAFPNW podcast), learning (FPA Learning Center, Competency Model, Residency, Financial Planning Challenge), advocacy (Policy Center, title protection, Pro Bono Program), consumer referral (FPA PlannerSearch), and media engagement (FPA MediaSource, with more than 10,000 queries delivered).

FPA generates revenue through four principal streams: recurring membership dues; conferences and events (FPA SUMMIT, GATHER, SHIFT, LEAD); publications and advertising; and corporate partner marketing and sponsorships. Members access practice-support tools such as FPAi Authority, an AI education content library launched in January 2026 with Capital Investment Advisors, and FPA PlannerSearch, a consumer referral directory being rebuilt in 2026 in partnership with Snappy Kraken. The chapter in Central Virginia operates as part of this national infrastructure, with local events, networking, and pro bono programming for CFP professionals and consumers in the Richmond, Virginia region. The organization is a private nonprofit with no external ownership, governed by an elected board and led since October 2025 by CEO Dennis J. Moore, MBA, CFP, with Dan Galli serving as 2026 President.

Name

Financial Planning Association of Central Virginia

Legal name

Financial Planning Association

Website

https://financialplanningassociation.org

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

The Financial Planning Association of Central Virginia is a regional chapter of the Financial Planning Association, the U.S. trade association serving 18,000–20,000+ CERTIFIED FINANCIAL PLANNER professionals through membership, education, advocacy, community, and consumer referral services.

Ownership category

akta.pro rank

Product category

Professional Association Membership Services for Financial Planners

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

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

SECONDARYMPAGAGAG

Finance & Investment Conferences

Media, Entertainment & Sports/Live Entertainment & Events (Concerts, Theater, Festivals)/Conventions & Conferences (Business Events)

Keywords

• Financial planning membership
• Professional association services
• Continuing education finance
• Practice management support
• Financial planning advocacy

Headquarters

HQ city

Richmond

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Dues: Annual membership fees from CERTIFIED FINANCIAL PLANNER professionals and financial planning practitioners
2. Conferences and Events: Revenue from major conferences including FPA SUMMIT, FPA GATHER, FPA SHIFT, and FPA LEAD
3. Publications: Journal of Financial Planning (digital-only) and JFP Research Quarterly publications with advertising and sponsorship opportunities
4. Partner Marketing and Sponsorships: Corporate partnerships, advertising in publications, marketing opportunities, and educational programming sponsorships targeting 18,000+ financial planning professionals

Pricing tiers

Distribution channels4 records

Marketing channels8 records

Core offering

The Financial Planning Association of Central Virginia is a regional chapter of the Financial Planning Association, a nonprofit trade association serving CERTIFIED FINANCIAL PLANNER professionals. It provides individual, group, and student memberships that unlock practice support, continuing education, advocacy, publications (Journal of Financial Planning), online community access via FPA Connect, AI education through FPAi Authority, lead generation via FPA PlannerSearch, media exposure through FPA MediaSource, and participation in major events (FPA SUMMIT, FPA GATHER, FPA SHIFT, FPA LEAD) plus local chapter programming.

Product overview

The Financial Planning Association (FPA) offers a membership-based platform with multiple interconnected products and services for CERTIFIED FINANCIAL PLANNER® professionals. The core offerings include FPAi Authority (AI education tools), FPA PlannerSearch® (lead generation), FPA Connect (online community), and FPA Business Hub (content platform). Educational products encompass the Journal of Financial Planning, FPA Learning Center, FPA Residency (experiential program), and the FPA® Competency Model™. Events include FPA SUMMIT (annual conference), FPA GATHER (next-gen gathering), FPA SHIFT™ (retreat), and FPA LEAD (leadership training). Additional offerings include FPA MediaSource (media engagement), Financial Planning Challenge (student competition), FPA Virtual Externship, and the FPA Pro Bono Program.

Differentiator

Problem solved

Functional benefit

Brands

• FPAi Authority: A curated content library featuring AI education and tools for financial planners
• FPA Residency
• FPA PlannerSearch
• FPA MediaSource
• FPA Connect
• Journal of Financial Planning
• Next Generation Planner
• YAFPNW
• FPA Business Hub

Products and services

• FPAi Authority Curated AI education and tools platform for CERTIFIED FINANCIAL PLANNER professionals, featuring a video content library and AI-related learning resources developed with Capital Investment Advisors.
• FPA PlannerSearch Membership directory and lead-generation platform connecting consumers with CFP professionals, being rebuilt with Snappy Kraken as a measurable new client lead engine.
• FPA Connect Online community platform connecting more than 20,000 financial planning professionals with forums, knowledge circles, and a membership directory.
• FPA Business Hub Online community and content platform providing engaging content to help financial planners transform their businesses and impact their work.
• Journal of Financial Planning Digital-only publication first published in 1979 that expands the body of knowledge in the financial planning profession and serves as FPA's flagship scholarly journal.
• FPA Learning Center Online learning platform offering live webinars and on-demand educational programs for continuing education and professional development.
• FPA MediaSource Media engagement platform exclusively for CFP professional members that delivers media queries right to their inbox and supports media exposure for the profession.
• FPA Residency Experiential-learning program designed to immerse newly or soon-to-be certified CFP professionals in the practice of financial planning.
• FPA Competency Model Professional development framework defining the behavioral skills that drive success in financial planning, with a structured path to lifelong learning.
• Financial Planning Challenge College team competition in which students develop comprehensive financial plans to demonstrate their financial planning knowledge and skills; won by Texas Tech University in 2023.
• FPA Virtual Externship Virtual program showcasing the financial planning profession to students and career changers exploring the field.
• FPA Job Board Online job board listing career opportunities in the financial planning profession for members and the broader public.
• FPA Pro Bono Program Pro bono financial planning program connecting CFP volunteer planners with consumers needing financial planning advice, operated with Financial Finesse Pro Bono (FFP) as strategic partner.
• FPA SUMMIT Annual flagship conference of the Financial Planning Association held at Gaylord National Harbor, bringing financial planners together for learning, innovation, and collaboration.
• FPA GATHER Annual conference for next-generation financial planners, formerly the FPA NexGen Gathering, held in Dallas each August.
• FPA SHIFT Members-only retreat, formerly the FPA Retreat, held in La Jolla, California, where financial planners step away to focus on professional transformation.
• FPA LEAD Annual training and networking conference for FPA chapter leaders and executives held in Denver, Colorado.
• FPA Membership Annual membership program offered in Individual, Group, and Student categories to CERTIFIED FINANCIAL PLANNER professionals and financial planning practitioners, granting access to FPA practice support, learning resources, advocacy, publications, FPA Connect, FPAi Authority, FPA PlannerSearch, and event discounts.

Quantifiable outcome

• More than 10,000 media queries delivered to members through FPA MediaSource
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

21 partnerships are on record, tiered core, minor, feature, cornerstone and supporting.

• Snappy KrakencoreStrategic or Co-development Partner · 25 February 2026Multi-year strategic partnership to rebuild and relaunch FPA PlannerSearch as a measurable, high-trust new client lead engine to increase financial planning awareness.
• Capital Investment AdvisorscoreStrategic or Co-development Partner · 12 January 2026Partnership to launch FPAi Authority, a curated content library featuring videos and other AI-related content to help financial planners become more comfortable with artificial intelligence. Developed with Matt Reiner of Capital Investment Advisors.
• CAIA AssociationminorOthers · 18 July 2023New partnership to provide greater access to UniFi by CAIA platform for alternative investments education.
• Psychology of Financial Planning Specialist Certificate ProgramminorOthers · 3 October 2022Partnership to support members with psychology of financial planning education and certification.
• KitcesminorOthers · 12 April 2022Partnership with Kitces Speaking to support local FPA chapters with increased access to quality financial planning education.
• Carson CoachingminorOthers · 8 March 2022Carson Coaching named FPA's official coaching partner for member business development.
• Bankers Healthcare GroupminorOthers · 27 January 2022Partnership to provide financial solutions to FPA members.
• SoFiminorOthers · 9 November 2021Partnership to provide exclusive access to suite of financial solutions to FPA members and clients.
• NARSSAminorOthers · 4 October 2021Partnership with NARSSA (National Association of Registration and Enrollment Services).
• Latino Leadership InstituteminorOthers · 17 August 2021Partnership to bring inclusive leadership training to FPA members.
• RIA Digital Assets CouncilminorOthers · 31 March 2021Education-focused partnership to support members with digital currencies and cryptocurrency education.
• Cybersecurity Certificate Program PartnersminorOthers · 12 November 2020Launch of cybersecurity certificate program for financial planners.
• American Heart AssociationminorOthers · 1 October 2020Launched Philanthropic Solutions in Financial Planning Certificate Program in partnership with the American Heart Association.
• Finance of America ReverseminorStrategic or Co-development Partner · 21 April 2020Education-focused partnership with Finance of America Reverse.
• Gallagher Affinity (formerly Ryan Insurance)featureOthersInsurance programs exclusively offered to FPA members through Gallagher Affinity for business and employee protection.
• Edward JonesfeatureOthersFeature partner providing financial services solutions to FPA members.
• Finance of AmericacornerstoneStrategic or Co-development PartnerCornerstone partner providing financial planning solutions and education-focused partnership. Finance of America has provided testimonials about partnering with FPA.
• CIA/YourWealthsupportingOthersSupporting partner providing wealth management content and resources.
• Dimensional Fund AdvisorssupportingOthersSupporting partner providing investment research and educational content.
• Jump.aisupportingTechnology or IntegrationSupporting partner providing AI/technology solutions for financial planners.
• FFP (Financial Finesse Pro Bono)coreStrategic or Co-development PartnerPro Bono Strategic Partner for FPA's pro bono financial planning program serving consumers.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Financial Services Institute (FSI): Trade association for independent financial services firms and broker-dealer-affiliated advisors. Comparable in structure to FPA with advocacy, education, and member support, though focused on a different advisor segment.
• CFA Institute: Global not-for-profit professional association for investment management professionals, offering the CFA designation, learning, and advocacy. Comparable to FPA as a financial-services membership organization with publications, conferences, and a large online community.
• American College of Financial Services: Educational institution serving financial-services professionals through designations, CE, and research. Comparable to FPA in providing learning, publications, and designations to the same CFP-aligned professional audience.

Others

• Snappy Kraken: Martech and lead-generation platform purpose-built for financial advisors. Now a strategic FPA partner rebuilding PlannerSearch; comparable as a tech-enabled growth platform serving the same CFP audience.
• Investopedia (IAC / Dotdash Meredith brand): Major consumer-facing financial-education publisher. Adjacent to FPA's pro-bono and consumer literacy programs (PlannerSearch, Money Matters partnership), serving as a comparison for FPA's consumer-reach ambitions.

Emerging players

• Kitces.com: Independent platform providing financial-planner research, continuing education, and a major industry blog/newsletter. Already an FPA education partner; competes for advisor mindshare and learning spend with FPA Learning Center.
• XY Planning Network: Member network serving next-generation fee-only financial planners. Overlaps with FPA's NexGen focus and competes for emerging CFP professionals through community, technology tools, and practice resources.
• Garrett Planning Network: Network of hourly, fee-only financial planners providing peer support, referrals, and practice tools. Comparable to FPA as a financial-planner community with consumer referral services, focused on the fee-only niche.

Direct peers

• CFP Board: Certifying body for CFP professionals in the U.S. Operates as the standards-setting organization directly tied to the same CFP professional community that FPA serves, making it the closest functional counterpart despite its narrower scope.
• National Association of Personal Financial Advisors (NAPFA): Member association for fee-only financial advisors offering education, practice support, and advocacy. Directly competes with FPA for CFP professional membership and offers comparable continuing education, conferences, and consumer referral services.

Market position

Competitive moat5 records

Key highlights6 records

Customer concentration

• Xx.com/FPAofCVA
• Facebookfacebook.com/fpacva
• LinkedInlinkedin.com/company/fpaofcva

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 of Central Virginia