FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INCPub 78
Pub 78
AI Summary
The Financial Planning Association of Connecticut Inc (EIN: 20-0995386) is a nonprofit membership organization dedicated to promoting the value of the financial planning process and advancing the financial planning profession, particularly emphasizing the Certified Financial Planner (CFP) designation. With an operating budget of $127.7K and total revenue of $153.8K for the 2024 filing year, the organization focuses on fostering ethical and competent members, providing educational opportunities, and helping individuals recognize the benefits of financial planning to achieve their goals. More information can be found on their website at www.f pact.org.
Mission Statement
AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS.
Cause Areas
1
Business promotion
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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Frequently Asked Questions
What is FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC’s budget?
In 2024, FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC reported an annual operating budget of around $128 thousand. More detailed financial information is available to registered users.
What causes does FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC support?
FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC supports work in Business promotion.
Where does FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC operate?
FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC is headquartered in East Haven, CT.