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Financial Planner Referral & Certification Support

01 Financial Planner Referral & Certification Support · 15 edit slice
4
orgs
15
activities
2
strategies
AZ
epicenter
the opening take
This slice touches 4 organizations and 15 activities — FINANCIAL PLANNING ASSOCIATION, AMERICAN FIRST CREDIT UNION, Whale Foundation, CENTRAL ARIZONA ESTATE PLANNING COUNCIL and others. Activity concentrates in Arizona (75%) and California (25%). The field's most common shared approach is "Asset Protection Education", run by 1 orgs.
FINANCIAL PLANNING ASSOCIATION and AMERICAN FIRST CREDIT UNION hold roughly a third of all activity — know those first.
pull-quote · for funders
who to look at first

shortlist

Ranked by activity breadth, method diversity, and network reach across the slice. Attach a memo to this report and this list re-ranks around your intent.

where this slice is thin

gap signals

Concrete structural gaps — method mix, geographic concentration, coalition density, funder diversity. Evidence is cited from the slice's own numbers.

where the field lives · works

geography

Orange headquarters dots are sized by how many grantees are based in the state. Green circles mark real locations these orgs say they serve — from city-level populations in this slice's impact_map_populations data. Toggle layers at the bottom right.

regional breakdown · hq density
Arizona 75% · 3 orgs
California 25% · 1 orgs
who's here

organizations in this field · 4

sort by
direct service advocacy research capacity building
where the money comes from

funders already active in this field

Funders named as a funding source on these orgs' own materials. The count is the number of orgs in this slice that cite them — higher means a funder with demonstrable commitment to the field.

Artisan Partners 1
Corporate
National corporate sponsors 1
Corporate
Northern Trust 1
Corporate
Zia Trust 1
Corporate
how the field thinks

strategies in this slice

Theories of action extracted from the orgs in this slice. The count is how many orgs cite each one — a strategy run by many orgs in common is a through-line; one cited by a single org is still surfaced so the reader can gauge the full spread.

where strategy meets practice

strategies × activity types

How each shared strategy breaks down across the four activity types the orgs running it actually do.

direct service
advocacy
research
capacity building
Asset Protection Education
1
Legacy-Powered Storytelling
2
who works with whom

named partnerships · coalitions · networks

Entities these orgs explicitly call out as partners, coalition members, or networks. Unlike the strategy-sharing graph below (which is inferred from shared approaches), these are relationships the orgs claim on their own sites.

Accredited Estate Planner Network
shared by 1 org
American Association of Retired Persons (AARP) Partner
shared by 1 org
Artisan Partners Funder
shared by 1 org
Boland Law Group, PLLC Partner
shared by 1 org
CFP Board of Standards Partner
shared by 1 org
CO-OP Network
shared by 1 org
California State Treasurer's Office Government
shared by 1 org
Children's Museum at La Habra Partner
shared by 1 org
College Board Online Partner
shared by 1 org
Consumer Credit Counseling Service of Los Angeles Partner
shared by 1 org
Consumer Federation of America Partner
shared by 1 org
Dwyer Financial Partner
shared by 1 org
Eide Bailly LLP Partner
shared by 1 org
Equalis Financial Partner
shared by 1 org
FPA of California Partner
shared by 1 org
FPA of Los Angeles Network
shared by 1 org
where the field connects

strategy-sharing network

Inferred from shared theories of action: each line connects an org to a strategy it runs. Organizations that share many strategies cluster through the same nodes — funders can spot the field's structural bridges.

funder shortlist · top 5

Orgs that combine the highest activity counts with the broadest strategy reach — the default entry points for a funder diligencing this field.

  1. #01 FINANCIAL PLANNING ASSOCIATION AZ · 10 · shares w/ 0
  2. #02 AMERICAN FIRST CREDIT UNION CA · 2 · shares w/ 0
  3. #03 Whale Foundation Inc AZ · 2 · shares w/ 0
  4. #04 CENTRAL ARIZONA ESTATE PLANNING COUNCIL AZ · 1 · shares w/ 0