Financial Planning Association Membership Overview

FPA. FPA MEMBERSHIP OVERVIEW FINANCIAL PLANNING ASSOCIATION As of 2/28/15 Since 2000, the Financial Planning Association® (FPA® ) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide members with One ConnectionTM to tools and resources for professional education, business success, advocacy and community, FPA has become an indispensable force in the advancement of today's CFP® professional. FPA Member Stats: • Total members = 23,691 • Member retention rate = 81% • Number of CFP® professional members = 16,452 (69% of members) • CFP® professional member retention rate 89% • Network of 93 chapters across the country Members by Geographic Region 21% 22% 23% 30% INTERNATIONAL 1% Years in Financial Services 0-4 5-9 10-14 15-19 YRS 20-24 YRS 25+ YRS YRS YRS YRS Unknown 2% 6% 8% 13% 11% 32% 25% FPA NexGen Members: Average 9 Years in Financial Services Average Years as an FPA Member Average FPA member has been affiliated for 8 years Average FPA CFP® professional member has been affiliated for 10 years Gender Male FPA NexGen (Age 36 and Under) Male 73% 71% Female Female 27% 29% Areas of Specialty 51% 50% 53% Comprehensive Financial Planning Investment Asset Retirement Management Planning FPA Marketshare of CFP® Professionals CFP Board FPA Members FPA CFP® Practicing Practicing CFP® Professional CFP® Members Professionals Professionals 61,207 14,778 (24%) 16,452 Practice Ownership 25% Own Practice 75% Do Not Own Practice Firm Size 51 to 101 to Over Up to 5 5 to 10 11 to 50 Unknown 100 500 500 28% 11% 13% 2% 4% 4% 25% Sole Practitioner: 9% © 2015 Financial Planning Association® (FPA®) OneFPA.org | PlannerSearch.org | [email protected] 303.759.4900 | @fpassociation