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FINANCIAL PLANNING ASSOCIATION (FPA)

32,175 Total Universe/Base Rate $150.00/M
15,836 Active Members + $16.00/M

Membership in FPA requires specialized training and continuing education in such areas as risk management, wealth and investment, ethics, client communication, state licensing and insurance, healthcare, and other topics that relate to the planner’s business needs as well as client needs.

Designation/Certification $16.00/M
Certified Financial Planner 14,817
Certified Public Accountant 1,779
Chartered Financial Analyst 480
Chartered Financial Consultant 1,769
Personal Financial Specialist 582
Annuities 2,166
Asset Allocation & related 4,070
Cash Management 4,410
Comprehensive Financial Planning 10,103
Corporate Finance 290
Divorce Planning 1,498
Estate Planning 8,496
Investment Advising 3,390
Investment & Asset Management 9,523
Life Planning 3,039
Mutual Fund Investment 3,187
Real Estate 1,094
Retirement Planning 10,448
Securities & Exchange Commission 5,571
Stocks and Bonds 4,712
Sudden Wealth 2,763

Primary Profession $16.00/M
Accountant 853
Attorney 322
Banking Professional 343
Financial Planner 11,971
Insurance Professional 609
Broker/Stockbroker/Registered Rep 543
Family Wealth Counselor 214
Investment Manager 1,226
Paraplanner 180
Real Estate & Mortgage Planner 181
Student 751

Specialty Area $16.00/M
Life Insurance 6,013
Life Insurance by State 4,148
Health Insurance 5,268
Health Insurance by State 3,147
Property Insurance 624
Property Insurance by State 221
Fixed Annuities 3,494
Fixed Annuities by State 3,098
Variable Annuities 3,654
Variable Annuities by State 3,008
Employee Size $16.00/M
1 to 5 7,048
6 to 10 1,996
11 to 50 2,861
51 to 100 540
100 + 2,484

ADDRESSING
Fulfill postal list by email $85.00/F
NCOA (if requested) $125.00/F

ADDITIONAL CHARGES
Designation/Certification $16.00/M
Primary Profession $16.00/M
Specialty Area $16.00/M
Employee Size $16.00/M
NASD FINRA Series License $16.00/M
State, SCF, or ZIP $11.00/M

MINIMUM ORDER
2,500 names