FINANCIAL PLANNING ASSOCIATION MAILING LIST
12,950 Active Paid US Members $150/M
The Financial Planning Association (FPA) is
the membership organization for the financial
planning community. Its members are dedicated
to supporting the financial planning process
in order to help people achieve their goals
and dreams. FPA believes that everyone needs
objective advice to make smart financial
decisions and that when seeking the advice of
a financial planner, the planner should be a
CFP professional.
FPA Members specialize in areas such as
comprehensive financial planning, FPA
investment, cash management, estate planning,
stocks and bonds, and retirement planning. In
addition to financial planners, the
professions FPA members hold themselves out to
their clients includes accountants, attorneys,
bankers, charitable giving specialists
insurance agents, stockbrokers, money
managers, investment consultants, broker-
dealer and corporate executives, and others
who champion the financial planning process.
http://www.fpanet.org
Additional Charges:
Designation @ $10/M
Years In Business @ $10/M
Birth Year @ $10/M
IBM/PC Compatible Diskette, CD-ROM, Email
Transfer, FTP and Mag Tape charges include DPV
and CASS.
An FPA Survey Reveals:
96% Use personal computers in their work
75% Use financial planning software
62% Are sole proprietors
60% Are certified financial planner certificants
60% Are financial planning practitioners
30% Hold a masters degree
Designation
CFP Certified Financial Planner 8,248
CPA Certified Public Accountant 1,347
CTFA Certified Trust and Financial Advisor 111
CFA Chartered Financial Analyst 235
ChFC Chartered Financial Consultant 1,156
CLU Chartered Life Underwrtier 1,072
PFS Personal Financial Specialist 454
Specialty Area
Annuities 460
Asset Allocation, Management & Protection 1,592
Cash Management 3,684
Comprehensive Financial Planning 7,257
Corporate Finance 42
Divorce Planning 325
Estate Planning 6,441
Financial Products 39
Investment 2,685
Investment & Asset Management 6,681
Life Planning 695
Mutual Fund Investment 772
Real Estate 252
Retirement Planning 7,743
Securities 326
Securities & Exchange Commission 5,840
Stocks & Bonds 3,171
Sudden Wealth 292
Employee Size
001 to 005 3,554
006 to 010 1,330
011 to 050 1,824
051 to 100 386
101+ 997
Primary Profession
Accountant 682
Attorney 176
Banker 215
Broker Dealer Executive 8
Financial Planner 5,859
Fin. Services Corp Exec./Wholesaler 143
Insurance Professional 516
Investment Manager 720
Planned Giving Specialist 49
Stockbroker/Registered Rep 688
Gender
F FEMALE 3,078
M MALE 9,709
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------- UNIT OF SALE -------
$285.00/YEAR
---------- GENDER ----------
68% MALE
---------- MEDIA -----------
FPA MEMBERSHIP RECORDS
-------- ADDRESSING --------
4-UP CHESHIRE OR MAG TAPE
-------- SELECTIONS --------
$10.00 Number of Employees
$10.00 Occupation
$10.00 SCF
$10.00 State
$10.00 Zip
$10.00 Specialty
$10.00 Keying
$75.00 Mag Tape (flat fee)
$10.00 P/S Labels
$100.00 Email Delivery (flat fee)
$100.00 Diskette (flat fee)
$100.00 CD-ROM (flat fee)
$100.00 Modem/FTP/BBS (flat fee)
$10.00 Gender/Sex
------ MINIMUM ORDER -------
5,000
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