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Financial Planning Association Members

13,297 TOTAL ACTIVE USA MEMBERS @ $ 150.00 / M

PROFILE: Members of the FINANCIAL PLANNING ASSOCIATION, created by the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) in January 2000. Members are financial planners & advisors engaged in providing financial planning services to individuals and organizations. A portion of the membership holds Certified Financial Planner (CFP) certification indicating that they have completed the comprehensive examinations required for this license.

SELECTION: State/SCF/Zip @ $10/M+, designation, specialty, primary profession/job function and size of firm selections @ $10/M+ each; random sample @ N/C.

ADDRESSING: Standard record includes name of individual member, company name (if available), business street/PO address, city, state and Zip code.

RESTRICTIONS: One-time use only; sample mailing required. Mailer and/or lettershop security agreement required.

TERMS: ADVANCE PAYMENT WITH FIRST ORDER. Mailers due 30 days from invoice date. Cancellations subject to return of order BEFORE MAILING DATE and may be subject to RUNNING, SHIPPING and/or PENALTY CHARGES. Cancellations AFTER MAIL DATE subject to all rental and shipping charges.

We believe this information is accurate. However, NO WARRANTY is implied nor are results guaranteed from rental or use of this mailing list.

  GreatList # 4939

LIST CONTAINS
Postal addresses

LIST UPDATED
QUARTERLY

UNIT OF SALE
$200/yr membership fee

FULFILLMENT OPTIONS
Cheshire labels @ N/C
P/S labels @ $10/M+
Diskette @ $50/F+
E-mail delivery @ $100/F
NCOA @ $25/F+

KEYING
5 characters @ $10/M+

MULTIPLE USE
Not available

MINIMUM ORDER
5,000 records

DELIVERY
5 working days from receipt of a fully documented mailing list order and prepayment (if required).

Financial Planning Association Members

13,297 TOTAL ACTIVE USA MEMBERS @ $ 150.00 / M

Seg#TypeDescriptionCountAddtl Charge
052DESCertified Financial Planner8,18710.00/M +
053DESCertified Public Accountant1,24310.00/M +
054DESChartered Financial Analyst25410.00/M +
055DESChartered Financial Consultant1,15210.00/M +
056DESPersonal Financial Specialist42410.00/M +
057SPCAnnuities1,14110.00/M +
058SPCAsset Allocation/Management2,40310.00/M +
059SPCCash Management3,26810.00/M +
060SPCComprehensive Financial Plng6,84910.00/M +
061SPCCorporate Finance15010.00/M +
062SPCDivorce Planning72310.00/M +
063SPCEstate Planning5,84010.00/M +
064SPCInvestment2,78310.00/M +
065SPCInvestment & Asset Management6,34510.00/M +
066SPCLife Planning1,41110.00/M +
067SPCMutual Fund Investment1,75510.00/M +
068SPCReal Estate56610.00/M +
069SPCRetirement Planning7,07710.00/M +
070SPCSecurities/Exchange Comm (SEC)5,39710.00/M +
071SPCStocks & Bonds3,17810.00/M +
072SPCSudden Wealth1,40410.00/M +
073EMP1-5 employees3,47510.00/M +
074EMP6-10 employees1,25310.00/M +
075EMP11-50 employees1,87210.00/M +
076EMP51-100 employees33710.00/M +
077EMP101+ employees82910.00/M +
078PRFAccountant53610.00/M +
079PRFAttorney14210.00/M +
080PRFFinancial Planner5,65810.00/M +
081PRFInsurance Professional28410.00/M +
082PRFInvestment Manager53210.00/M +
083PRFStockbroker/Registered Rep10110.00/M +


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