Association for Financial Counseling and Planning Education
The standards body for financial counseling, owner of the accredited AFC credential, working to raise the quality of financial guidance so that people of every income can be well served.
10named by AFCPE
299named by peers
Peer societies
Five societies Association for Financial Counseling and Planning Education is read alongside.
CFPBS
Certified Financial Planner Board of Standards
The standards-setting and certifying body for the CFP mark in the United States, defining education…
18 companies named
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
ACFS
The American College of Financial Services
A nonprofit college that has served for nearly a century as the credentialing engine of financial services…
16 companies named
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
AFP
Association for Financial Professionals
The standard-setting body for corporate treasury and financial planning, best known for credentials that…
196 companies named
Who backs AFCPE
Every company Association for Financial Counseling and Planning Education names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| FICO | Meeting sponsor | ABA ACUMA AFSA ASCU CDBA +3 |
| JPMorgan Chase & Co. | Corporate partner | ACL AAAI AWB ACC BRACB +3 |
| Wells Fargo | Corporate partner | AC AAFCS AGS AHEPA A +3 |
| CeriFi-Dalton Education | Exhibitor | CFPBS |
| Coaching Capability | Exhibitor | Only Association for Financial Counseling and Planning Education, so far |
| Datapoints | Corporate partner | Only Association for Financial Counseling and Planning Education, so far |
| Financial Coaches Network | Corporate partner | Only Association for Financial Counseling and Planning Education, so far |
| Magellan | Meeting sponsor | Only Association for Financial Counseling and Planning Education, so far |
| MilMoneyCon | Exhibitor | Only Association for Financial Counseling and Planning Education, so far |
| Zeiders | Meeting sponsor | Only Association for Financial Counseling and Planning Education, so far |
Sources: 3 published lists, read September 2026
2026 AFCPE Symposium Exhibitors. Read September 27, 2026. Universities, nonprofits, foundations and government agencies omitted.
2026 Symposium Sponsors. Read September 27, 2026. Names from logo alt text and link targets; foundations and nonprofit sponsors omitted.
Our Partners. Read September 27, 2026. Undated standing partner list; nonprofits, foundations and government agencies omitted.
Who backs Association for Financial Counseling and Planning Education's peers, but not Association for Financial Counseling and Planning Education
Companies named publicly by at least one of Association for Financial Counseling and Planning Education's five peer societies, and not found in Association for Financial Counseling and Planning Education's reviewed public records.
| Company | CFPBS | FPA | ACFS | SFSP | AFP | Peers |
|---|---|---|---|---|---|---|
| Edward Jones | Leaders Circle | Feature Partners | Top Corporate Partners | 3 of 5 | ||
| Northwestern Mutual | Pinnacle Circle | National Philanthropic Partners | Bronze Sponsors | 3 of 5 | ||
| College for Financial Planning® — a Kaplan Company | Benefactors Circle | Named | 2 of 5 | |||
| Dalton | Named | Named | 2 of 5 | |||
| Federated Hermes | Named | Named | 2 of 5 | |||
| Guardian Logo | National Philanthropic Partners | Gold Sponsors | 2 of 5 | |||
| J.P. Morgan Logo | Top Corporate Partners | Gold | 2 of 5 | |||
| LPL Foundation | Pinnacle Circle | Top Corporate Partners | 2 of 5 | |||
| MassMutual Logo | National Strategic Philanthropic Partners | Gold Sponsors | 2 of 5 | |||
| Morgan Stanley | Leaders Circle | General | 2 of 5 | |||
| New York Life logo | Top Corporate Partners | Gold Sponsors | 2 of 5 | |||
| State Farm Logo | Top Corporate Partners | Bronze Sponsors | 2 of 5 | |||
| Thrivent | Named | Top Corporate Partners | 2 of 5 | |||
| Vanguard | Pinnacle Circle | Named | 2 of 5 | |||
| 360t.com | Named | 1 of 5 | ||||
| Absolute Capital Management | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| aciworldwide.com | Named | 1 of 5 | ||||
| Advisor Solutions Inc. | Named | 1 of 5 | ||||
| Advocate_Health_Advisors_logo | Bronze Sponsors | 1 of 5 | ||||
| Advyzon | Named | 1 of 5 | ||||
| Agicap | Bronze | 1 of 5 | ||||
| alacriti.com | Named | 1 of 5 | ||||
| alkami.com | Named | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 1 of 5 | ||||
| allspringglobal.com | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| American Express | Platinum | 1 of 5 | ||||
| Amerilife_Logo | Bronze Sponsors | 1 of 5 | ||||
| Ameritas-logo | Gold Sponsors | 1 of 5 | ||||
| anz.com.au | Named | 1 of 5 | ||||
| aptechnology.com | Named | 1 of 5 | ||||
| argodata.com | Named | 1 of 5 | ||||
| aristaxpress.com | Named | 1 of 5 | ||||
| ascendant.world | Named | 1 of 5 | ||||
| ash | Silver Sponsors | 1 of 5 | ||||
| AssetMark | Leaders Circle | 1 of 5 | ||||
| avallone.io | Named | 1 of 5 | ||||
| avidxchange.com | Named | 1 of 5 | ||||
| axletrees.com | Named | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| backbase.com | Named | 1 of 5 | ||||
| Ballentine Partners | Leaders Circle | 1 of 5 | ||||
| banco.bradesco | Named | 1 of 5 | ||||
| bancroft4vets.com | Named | 1 of 5 | ||||
| Bank of America | Silver | 1 of 5 | ||||
| Barclays | General | 1 of 5 | ||||
| benchmarktechnologygroup.com | Named | 1 of 5 | ||||
| bill.com | Named | 1 of 5 | ||||
| BIZEQUITY | Named | 1 of 5 | ||||
| BlackRock | General | 1 of 5 | ||||
| bloomberg.com | Named | 1 of 5 | ||||
| BMO | Bronze | 1 of 5 | ||||
| BNY Mellon | General | 1 of 5 | ||||
| boostb2b.com | Named | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| Bottomline Technologies | General | 1 of 5 | ||||
| brex.com | Named | 1 of 5 | ||||
| burnhamsterling.com | Named | 1 of 5 | ||||
| C2FO | General | 1 of 5 | ||||
| Calsurance | Named | 1 of 5 | ||||
| Cambria Investment Management | Named | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Capital One | Silver | 1 of 5 | ||||
| Capitalize Data Analytics | General | 1 of 5 | ||||
| capitalmarkets.nbc.ca | Named | 1 of 5 | ||||
| carlsoncash.com | Named | 1 of 5 | ||||
| cashconnect.com | Named | 1 of 5 | ||||
| cashmanagement.bnpparibas.com | Named | 1 of 5 | ||||
| cavusecurities.com | Named | 1 of 5 | ||||
| Cetera logo | Top Corporate Partners | 1 of 5 | ||||
| chargebackgurus.com | Named | 1 of 5 | ||||
| Charles Schwab | Visionary Circle | 1 of 5 | ||||
| chathamfinancial.com | Named | 1 of 5 | ||||
| checkalt.com | Named | 1 of 5 | ||||
| CIA_logo | Supporting Partners | 1 of 5 | ||||
| Citi Treasury and Trade Solutions | Silver | 1 of 5 | ||||
| Citizens | General | 1 of 5 | ||||
| cmsanalytics.com | Named | 1 of 5 | ||||
| codat.io | Named | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| computershare.com | Named | 1 of 5 | ||||
| concur.com | Named | 1 of 5 | ||||
| Convera | General | 1 of 5 | ||||
| Corpay | General | 1 of 5 | ||||
| corservsolutions.com | Named | 1 of 5 | ||||
| coventry_Logo | Gold Sponsors | 1 of 5 | ||||
| cranedata.com | Named | 1 of 5 | ||||
| Credit Agricole Corporate and Investment Bank | General | 1 of 5 | ||||
| crxmarkets.com | Named | 1 of 5 | ||||
| CWAN | Bronze | 1 of 5 | ||||
| dandelionpayments.com | Named | 1 of 5 | ||||
| db.com | Named | 1 of 5 | ||||
| DebtBook | General | 1 of 5 | ||||
| Deloitte | General | 1 of 5 | ||||
| Deluxe | General | 1 of 5 | ||||
| derivativepath.com | Named | 1 of 5 | ||||
| Dimensional Fund Advisors Logo | Supporting Partners | 1 of 5 | ||||
| drexelhamilton.com | Named | 1 of 5 | ||||
| dws.com | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| Eagle_Life_Logo-Blue-2022 | Bronze Sponsors | 1 of 5 | ||||
| easymorph.com | Named | 1 of 5 | ||||
| Eftsure | General | 1 of 5 | ||||
| elavon.com | Named | 1 of 5 | ||||
| emburse.com | Named | 1 of 5 | ||||
| eMoney Advisor | Named | 1 of 5 | ||||
| Envestnet | Named | 1 of 5 | ||||
| Equitable Foundation | Leaders Circle | 1 of 5 | ||||
| EquiTrust | Bronze Sponsors | 1 of 5 | ||||
| Eventus Financial Solutions | Bronze | 1 of 5 | ||||
| ey.com | Named | 1 of 5 | ||||
| Fairway Home Mortgage_logo__Horizontal_Green_NMLS | Silver Sponsors | 1 of 5 | ||||
| FCI Cyber | Buckler | Named | 1 of 5 | ||||
| Fidelity Foundation | Pinnacle Circle | 1 of 5 | ||||
| Fidelity Investments | Bronze | 1 of 5 | ||||
| fides.ch | Named | 1 of 5 | ||||
| Fifth Third Bank | Bronze | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Financial Behavior Keynote Group, LLC | Named | 1 of 5 | ||||
| Finastra | General | 1 of 5 | ||||
| finzly.com | Named | 1 of 5 | ||||
| First Citizens Bank | Silver | 1 of 5 | ||||
| firstechpayments.com | Named | 1 of 5 | ||||
| FIS | Bronze | 1 of 5 | ||||
| fiserv.com | Named | 1 of 5 | ||||
| FISPAN | Bronze | 1 of 5 | ||||
| fitchratings.com | Named | 1 of 5 | ||||
| fnbo.com | Named | 1 of 5 | ||||
| franklintempleton.com | Named | 1 of 5 | ||||
| ftitreasury.com | Named | 1 of 5 | ||||
| Gallagher Affinity Formerly Known as Ryan Insurance Logo | Feature Partners | 1 of 5 | ||||
| Global Payments | General | 1 of 5 | ||||
| Goldman Sachs | Bronze | 1 of 5 | ||||
| golivefaster.com | Named | 1 of 5 | ||||
| goRIA | Named | 1 of 5 | ||||
| HealthPlanOne-Primary-Logo | Bronze Sponsors | 1 of 5 | ||||
| HoraceMann2 | Gold Sponsors | 1 of 5 | ||||
| HSBC | General | 1 of 5 | ||||
| Huntington Bank | Bronze | 1 of 5 | ||||
| Incorta | General | 1 of 5 | ||||
| ing.com | Named | 1 of 5 | ||||
| Insurance & Financial Media Network | Named | 1 of 5 | ||||
| InsurTech Express | Named | 1 of 5 | ||||
| Integrity-1 | Bronze Sponsors | 1 of 5 | ||||
| Intellect Design Arena | Bronze | 1 of 5 | ||||
| IntraFi | Bronze | 1 of 5 | ||||
| Invesco | General | 1 of 5 | ||||
| ION Treasury | Bronze | 1 of 5 | ||||
| isolvedhcm.com | Named | 1 of 5 | ||||
| Jiko | Bronze | 1 of 5 | ||||
| JM BULLION | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| JP Morgan Asset Management | General | 1 of 5 | ||||
| Jump_Logo | Supporting Partners | 1 of 5 | ||||
| Kansas City Life Logo BEST | Bronze Sponsors | 1 of 5 | ||||
| kantox.com | Named | 1 of 5 | ||||
| Key Wealth | Leaders Circle | 1 of 5 | ||||
| KeyBank | General | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| kodiaksolutions.io | Named | 1 of 5 | ||||
| kpmg.com | Named | 1 of 5 | ||||
| Kyriba | Gold | 1 of 5 | ||||
| lhainc.com | Named | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| Lloyds | General | 1 of 5 | ||||
| loomis.us | Named | 1 of 5 | ||||
| lseg.com | Named | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| M&T Bank | Bronze | 1 of 5 | ||||
| Marshall_Stevens (1) | Bronze Sponsors | 1 of 5 | ||||
| Matson Money | Named | 1 of 5 | ||||
| medius.com | Named | 1 of 5 | ||||
| Merrill, A Bank of America Company | Chairs Circle | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| monexusa.com | Named | 1 of 5 | ||||
| Monkey Exchange | General | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| MUFG | General | 1 of 5 | ||||
| murex.com | Named | 1 of 5 | ||||
| MutualofOmaha | Bronze Sponsors | 1 of 5 | ||||
| Nationwide Logo | National Philanthropic Partners | 1 of 5 | ||||
| nb.com | Named | 1 of 5 | ||||
| New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| nilus.com | Named | 1 of 5 | ||||
| ninth-wave.com | Named | 1 of 5 | ||||
| northerntrust.com | Named | 1 of 5 | ||||
| nsknox.net | Named | 1 of 5 | ||||
| oAppsNET | General | 1 of 5 | ||||
| oldnational.com | Named | 1 of 5 | ||||
| Onbe | General | 1 of 5 | ||||
| One America Financial Logo | National Philanthropic Partners | 1 of 5 | ||||
| OneAmerica_25 | Gold Sponsors | 1 of 5 | ||||
| onesourcevirtual.com | Named | 1 of 5 | ||||
| opentext.com | Named | 1 of 5 | ||||
| Oracle | Bronze | 1 of 5 | ||||
| orbian.com | Named | 1 of 5 | ||||
| Osaic logo | Top Corporate Partners | 1 of 5 | ||||
| pagos.ai | Named | 1 of 5 | ||||
| payden.com | Named | 1 of 5 | ||||
| paymentworks.com | Named | 1 of 5 | ||||
| paytrace.net | Named | 1 of 5 | ||||
| Penn Mutual Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| pigment.com | Named | 1 of 5 | ||||
| PNC | Platinum | 1 of 5 | ||||
| Preql | General | 1 of 5 | ||||
| Principal logo | Gold Sponsors | 1 of 5 | ||||
| prioritycommerce.com | Named | 1 of 5 | ||||
| Prudential Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| pwc.com | Named | 1 of 5 | ||||
| Q2 | Bronze | 1 of 5 | ||||
| qandapaymentsolutions.com | Named | 1 of 5 | ||||
| Ramp | Bronze | 1 of 5 | ||||
| RBC | General | 1 of 5 | ||||
| Real Wealth Marketing | Named | 1 of 5 | ||||
| Redbridge | Bronze | 1 of 5 | ||||
| Regions Bank | General | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| repay.com | Named | 1 of 5 | ||||
| Ripple Treasury | Silver | 1 of 5 | ||||
| rippling.com | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Rosenberg & Parker | Silver | 1 of 5 | ||||
| Ryan Insurance Strategy Consultants | Named | 1 of 5 | ||||
| safechecks.com | Named | 1 of 5 | ||||
| Santander | Bronze | 1 of 5 | ||||
| sap.com | Named | 1 of 5 | ||||
| SAP/Taulia | Bronze | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Scotiabank | Gold | 1 of 5 | ||||
| Securian Financial Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| Security Mutual Life Logo-1 | Bronze Sponsors | 1 of 5 | ||||
| Seeds Investor | Named | 1 of 5 | ||||
| SEI Investments | Named | 1 of 5 | ||||
| SeniorMarketSales_Logo | Bronze Sponsors | 1 of 5 | ||||
| Silver Bridges Consulting | Named | 1 of 5 | ||||
| Slant | Named | 1 of 5 | ||||
| Snappy Kraken | Named | 1 of 5 | ||||
| Soalma | Named | 1 of 5 | ||||
| societegenerale.com | Named | 1 of 5 | ||||
| southstatebank.com | Named | 1 of 5 | ||||
| spglobal.com | Named | 1 of 5 | ||||
| ssctech.com | Named | 1 of 5 | ||||
| ssga.com | Named | 1 of 5 | ||||
| Standard Chartered | General | 1 of 5 | ||||
| stonex.com | Named | 1 of 5 | ||||
| Strategic Treasurer | General | 1 of 5 | ||||
| suntecgroup.com | Named | 1 of 5 | ||||
| swift.com | Named | 1 of 5 | ||||
| Symmetry Partners | Named | 1 of 5 | ||||
| talvero.com | Named | 1 of 5 | ||||
| TD Bank | General | 1 of 5 | ||||
| The College Funding Coach | Named | 1 of 5 | ||||
| The Prudential Insurance Company of North America | Named | 1 of 5 | ||||
| The Value Builder System | Named | 1 of 5 | ||||
| The_Brokerage_Inc | Bronze Sponsors | 1 of 5 | ||||
| theclearinghouse.org | Named | 1 of 5 | ||||
| thepanax.com | Named | 1 of 5 | ||||
| ThinkAdvisor | Named | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| TIS Payments | Silver | 1 of 5 | ||||
| Tradeweb (formerly ICD) | Bronze | 1 of 5 | ||||
| transcard.com | Named | 1 of 5 | ||||
| tranzpay.io | Named | 1 of 5 | ||||
| treasury4.com | Named | 1 of 5 | ||||
| treasurycube.com | Named | 1 of 5 | ||||
| treasurycurve.com | Named | 1 of 5 | ||||
| treasuryspring.com | Named | 1 of 5 | ||||
| Trovata | General | 1 of 5 | ||||
| Truist | Platinum | 1 of 5 | ||||
| trustmi.ai | Named | 1 of 5 | ||||
| Trustpair USA | Bronze | 1 of 5 | ||||
| U.S. Bank | General | 1 of 5 | ||||
| ubs.com | Named | 1 of 5 | ||||
| umb.com | Named | 1 of 5 | ||||
| unclaimedpropertyspecialists.com | Named | 1 of 5 | ||||
| unicreditgroup.eu | Named | 1 of 5 | ||||
| UPRISE | Named | 1 of 5 | ||||
| usa.visa.com | Named | 1 of 5 | ||||
| usbancorpassetmanagement.com | Named | 1 of 5 | ||||
| usepalm.com | Named | 1 of 5 | ||||
| validifi.com | Named | 1 of 5 | ||||
| vendorinfo.com | Named | 1 of 5 | ||||
| Versapay | General | 1 of 5 | ||||
| Vision and Hope Financial LLC | Named | 1 of 5 | ||||
| volantetech.com | Named | 1 of 5 | ||||
| Voyant | Named | 1 of 5 | ||||
| WealthCounsel | Named | 1 of 5 | ||||
| Western Alliance Bancorporation | Bronze | 1 of 5 | ||||
| worldpay.com | Named | 1 of 5 | ||||
| x1F America | General | 1 of 5 | ||||
| xmldation.com | Named | 1 of 5 | ||||
| zanders.eu | Named | 1 of 5 | ||||
| zerohash | General | 1 of 5 | ||||
| Zocks | Named | 1 of 5 | ||||
| zsuitetech.com | Named | 1 of 5 |
The outside view
The standards body for financial counseling, owner of the accredited AFC credential, working to raise the quality of financial guidance so that people of every income can be well served.
- Authority
- Build
- Outward
- Operational
Their shape
The Citadel
Led from the center, built to endure.
The Citadel runs on clarity and decisiveness, its direction held by a strong center the whole organization moves behind. Its gift is speed and coherence, its challenge is leaning too heavily on the few at the middle.
Also reads toward The Movement and The Republic.
Strengths
→Decisions are clear and rarely second-guessed.
→Members trust that the institution will still be standing tomorrow.
→Strong operations keep the core running without drama.
Not an official page of Association for Financial Counseling and Planning Education. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.