Financial Planning Association
Public records raise at least one point you should look into before giving.
What it says it does
AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS.
- Income
- $159,503
- Spending
- $136,115
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS.
- N/A
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2000.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.