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4.4
5 ratings
4.4
Salary & Benefits
4.2
Professional growth
4.4
Work-Life balance
4.4
Recognition & Support
4.4
Culture & Values
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Financial Planning Association (FPA) provides mentorship and membership to financial planning practitioners, educators and students to help advance their knowledge and expertise on the pursuit of mastery in the practice, business and profession of financial planning. Headquartered in Denver, Colorado, the organisation supports financial planning practitioners throughout every phase of their career, encompassing their business. FPA was established in 2000, governed by fundamental principles to strive for personal and professional excellence to help shape new prospects and individuals begin their journey into the financial world, constantly supporting them to shape the future of their profession. Certified coaches with the experience, training, and expertise help their clients to think strategically, engage in open dialogue, and work collaboratively to kickstart their professions. The company actively engages in hiring young interns, providing them with the opportunity to join its workforce of 200 employees, with 29 other job openings currently present to established professionals.

Nonprofit
Multiple locations
Business Associations, Religious Organizations, Social Advocacy Organizations
2000
What departments Financial Corporation employees work at?
DepartmentsRatio
other occupation28.5%
Administrative14.6%
Financial Analysts and Advisors12.8%
Chief Executives7.7%
Business Operations7.6%
Sales - Financial Services6.3%
Computer / IT - Other5.8%
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Team

Professional experience

How many years of experience do Financial Corporation employees have before joining?
Years of experience at Financial Corporation: Newcomers: 19%, Experiencers: 14%, Experts: 18%, Veterans: 49%. Financial Corporation employees have 8+ years experience on average before joining.
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Where did Financial Corporation employees work before joining?
Where they've worked before Financial Corporation: Bank of America, Citi, Fidelity Investments. Typical Financial Corporation employees have worked at Bank of America.
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Bank of America
Citi
Fidelity Investments
What industries did Financial Corporation employees work in previously?
Industry Background: The most typical industries of Financial Corporation: Insurance Agency & Brokerage Firms, Commercial Banking Companies, Investing Companies, Consulting Companies, Finance & Insurance Companies. Financial Corporation employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Where did Financial Corporation employees work before joining?
Past employers' size at Financial Corporation: Small: 33%, Medium: 12%, Large: 55%. Most Financial Corporation employees have previously worked at large companies.
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Educational background

What did employees at Financial Corporation study?
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Where did employees at Financial Corporation study?
College for Financial Planning
Colorado State University-Fort Collins
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Employee data

How long do people stay in a role at Financial Corporation?
Time employed at Financial Corporation: <1: 5%, 1-3: 26%, 4-8: 33%, 9-13: 16%, 14-20: 11%, 20+: 9%. Most Financial Corporation employees stay with the company for 4-8 years which is the same as the industry average.
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How does Financial Corporation rank for age & gender diversity?
Gender ratio at Financial Corporation: 58.9% Male and 41.1% Female. Age ratio at Financial Corporation: 16-20: 0%, 21-30: 26%, 31-40: 30%, 41-50: 23%, 51-60: 14%, 60+: 7%. Financial Corporation rates - 1.9% less female than the industry average. Most Financial Corporation employees are 31-40, which is on par with the industry median age range.
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Career advancement

How does Financial Corporation rank for career advancement?
Career advancement at Financial Corporation: very low. Financial Corporation ranks very low for career advancement which is below the industry average.
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What companies do Financial Corporation employees go on to work at?
Future employers of Financial Corporation: Bank of America, BNY Mellon, Consultant Services, Edward Jones, Fidelity Investments. People who work at Financial Corporation most typically go on to work for the Bank of America.
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Bank of America
BNY Mellon
Consultant Services
Edward Jones
Fidelity Investments