FPA partners with Money.com
The Financial Planning Association, a membership organization and trade association for certified financial planners, is partnering with financial services media company Money.com to create greater awareness of financial planning among millions of Americans.
As part of the partnership, the companies will develop the Best Financial Planners list, to help consumers find the right financial planners. The list will highlight data from a comprehensive set of factors, including specialties, experience, education, communication, trust-building, and other typically unquantifiable factors.
The Best Financial Planners list will be officially revealed at the FPA Annual Conference 2024 in Columbus, Ohio, from September 18-20.
FPA had ~20k members in 2022.
“Like FPA, the outstanding team at Money.com recognizes the importance of financial planning and that not everyone who proclaims to be a ‘financial planner’ is providing these important services at the same level. It can be challenging for consumers to know who to trust most with their financial future, which is why we are honored to partner to provide a much-needed list to the millions of consumers who depend on Money.com for their personal finance news and insights.” – Patrick D. Mahoney, FPA chief executive officer.
“The Best Financial Planners list will arm readers with insights into the who’s who of this world, ultimately providing everyone with the information to make smart decisions about who to trust with one’s financial future.” – Mike Ayers, Head of Content at Money.