4 ORGS · 15 ACTIVITIES · 2 STATES ← back to explorer ·
program type

Financial Planner Referral & Certification Support

Connects individuals with certified financial planners and supports professionals pursuing or maintaining CFP certification through resources, scholarships, and career development tools.

what makes this distinct This program type focuses on linking consumers to qualified financial planners via referral platforms and advancing the financial planning profession through certification support, rather than providing direct financial education or coaching.

4
organizations
15
activities
0
child clusters
2
strategies
coverage AZ 3 · CA 1
NTEE codes
P20
organizations

4 orgs in this cluster's subtree

Every organization with primary activities in Financial Planner Referral & Certification Support or any of its descendants. Click a column header to sort. Filter by name or state above the table.

showing 4 of 4
#OrganizationStateRevenueActivities
1FINANCIAL PLANNING ASSOCIATION
Financial Planning Association of Los Angeles (FPA of LA) supports CERTIFIED FINANCIAL PLANNER™ professionals through education, networking, and advocacy. It p…
AZ$59K10
2AMERICAN FIRST CREDIT UNION
AMERICAN FIRST CREDIT UNION is a financial cooperative that provides banking services to its members. It offers various financial products including loans, sav…
CA$38.4M2
3Whale Foundation Inc
The Whale Foundation provides confidential mental health counseling, financial guidance, health insurance assistance, and educational scholarships to professio…
AZ$146K2
4CENTRAL ARIZONA ESTATE PLANNING COUNCIL
Professional association serving estate planning practitioners in Central Arizona. Facilitates networking, continuing education, and professional development t…
AZ$142K1
theories of action

strategies used in this cluster

Theories of action extracted from orgs in this subtree. Click any to see the full set of orgs running the same approach.