Association for Financial Professionals
The standard-setting body for corporate treasury and financial planning, best known for credentials that function as the field's mark of proven competence
196named by AFP
127named by peers
Financial profile
Association for Financial Professionals · EIN 58-1424769 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $21,479,373 | $0 | $21,189,460 | $21,748,156 | $11,966,467 | Jun 2023 |
| FY2022 | $20,420,491 | $1,386,905 | $17,529,762 | $20,417,379 | $10,872,393 | Jun 2022 |
| FY2021 | $15,069,162 | $0 | $13,416,949 | $17,434,397 | $14,984,588 | Jun 2021 |
| FY2020 | $23,575,445 | $0 | $22,188,251 | $21,809,118 | $15,415,185 | Jun 2020 |
| FY2019 | $25,314,503 | $0 | $24,553,967 | $23,825,649 | $13,883,331 | Jun 2019 |
| FY2018 | $24,667,158 | $0 | $23,271,830 | $23,214,106 | $12,351,539 | Jun 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Association for Financial Professionals is read alongside.
FEI
Financial Executives International
The professional association for senior financial executives, CFOs, controllers, and treasurers, and a forum…
10 companies named
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
FMS
Financial Managers Society
A professional society for the finance and accounting leaders of community banks and credit unions, offering…
28 companies named
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
NAIFA
National Association of Insurance and Financial Advisors
The grassroots advocacy and professional association for insurance and financial advisors, defending the…
40 companies named
Who backs AFP
Every company Association for Financial Professionals 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 |
|---|---|---|
| Bank of America | Meeting sponsor | ACC A AACC AWSF ACC +3 |
| BlackRock | Meeting sponsor | CAS ELF ES IRI MRA +3 |
| bloomberg.com | Exhibitor | AAJA ACL BF BDA IWSMF +3 |
| BMO | Meeting sponsor | ARA ABA AFSA CCOF GMCC +3 |
| BNY Mellon | Meeting sponsor | BDA CDBA CDFA GFOA MMI +3 |
| Capital One | Meeting sponsor | ACL BRACB CF CGRCC CREWN +3 |
| Deloitte | Meeting sponsor | AAA AAPA ABI ACS ACC +3 |
| ey.com | Exhibitor | AAA A ACC BAI CRC +3 |
| Fidelity Investments | Meeting sponsor | ACOE BIANH CUPAH CCC CCA +3 |
| Fifth Third Bank | Meeting sponsor | AFA BGACC CICA CRC CLI +3 |
| First Citizens Bank | Meeting sponsor | AACC CMA CNA CMCC DPCCC +3 |
| FIS | Meeting sponsor | ABA ASCU CAS CBA CUNA +3 |
| fiserv.com | Exhibitor | ABA BPAA CBA ETA FMS +3 |
| Goldman Sachs | Meeting sponsor | APGA CPARF CDBA GACC HFPCR +3 |
| Huntington Bank | Meeting sponsor | CMCC CCC DRC ETA FHCCC +3 |
| JP Morgan | Meeting sponsor | ASCA GFOA MFA NVV NAHRO +3 |
| KeyBank | Meeting sponsor | ARA ADA AMSA BMCC BNP +3 |
| kpmg.com | Exhibitor | AAA ACS A BAI CRCC +3 |
| M&T Bank | Meeting sponsor | BNP CRCC CCEC CGRCC DSCC +3 |
| Morgan Stanley | Meeting sponsor | AFA AFA CCCF CFPBS CADA +3 |
| northerntrust.com | Exhibitor | AFE CF ELF FGCC GFOA +3 |
| oldnational.com | Exhibitor | AAYRC BMCE CCC FMWFC GFOA +3 |
| Oracle | Meeting sponsor | AI APA AGCA ACL CAS +3 |
| PNC | Meeting sponsor | AWSF BGACC CRCC CF CCC +3 |
| pwc.com | Exhibitor | ACC AHLA A BAI CRCC +3 |
| Regions Bank | Meeting sponsor | AWF CACC CACC CDBA CPCCC +3 |
| southstatebank.com | Exhibitor | ASBCC AMCC CCC ELF GGCC +3 |
| TD Bank | Meeting sponsor | ARCC AACC BCC BIANH CRCC +3 |
| Truist | Meeting sponsor | AACC AACC AMCC BGACC BHPCC +3 |
| U.S. Bank | Meeting sponsor | ATA ASCC BCC CDA CRMEA +3 |
| ubs.com | Exhibitor | AHEPA CPARF ECF FF GRCC +3 |
| umb.com | Exhibitor | CICA DACC GFOA GACC GACC +3 |
| usa.visa.com | Exhibitor | ABA CAS CBA DBA ETA +3 |
| Wells Fargo | Meeting sponsor | AC AAFCS AGS AHEPA A +3 |
| American Express | Meeting sponsor | AHLA AAAI CMA ETA GFOA +2 |
| fitchratings.com | Exhibitor | ABA CICA GFOA MRA NAMIC +2 |
| IntraFi | Meeting sponsor | ABA CBA CDBA FMS GFOA +2 |
| elavon.com | Exhibitor | ABA CRA ETA GFOA JC +1 |
| Finastra | Meeting sponsor | ABA ACUMA ASCU CUNA N +1 |
| sap.com | Exhibitor | CSCMP GFOA NAEM NRF TEI +1 |
| Barclays | Meeting sponsor | CPARF DCF DSCC NABA SFA |
| Citizens | Meeting sponsor | BCC DRC MHA NRICC QCC |
| spglobal.com | Exhibitor | AAA ABA NABE RIMS SIIA |
| alkami.com | Exhibitor | ASCU CUNA N NAFIC |
| checkalt.com | Exhibitor | ASCU CBA CUNA NAFIC |
| Corpay | Meeting sponsor | APTUS CFMA GFOA NADA |
| franklintempleton.com | Exhibitor | MMI NAST NAS SPACC |
| Invesco | Meeting sponsor | FSI IFEBP IWI NAGDC |
| Ramp | Meeting sponsor | ASA CSCPA GFOA NAHB |
| aciworldwide.com | Exhibitor | GFOA N NRF |
| concur.com | Exhibitor | APPA GFOA NAC |
| federatedinvestors.com | Exhibitor | FPA IFEBP NAST |
| Global Payments | Meeting sponsor | IPMI NRA NRF |
| HSBC | Meeting sponsor | BNP MFA SFA |
| opentext.com | Exhibitor | APWG NRF AMT |
| paymentworks.com | Exhibitor | GFOA N NIPP |
| repay.com | Exhibitor | AAPC AFSA GFOA |
| Santander | Meeting sponsor | N NEC PMRCC |
| stonex.com | Exhibitor | AAI NGFA WIC |
| Bottomline Technologies | Meeting sponsor | ACFCS N |
| computershare.com | Exhibitor | NIRI W |
| db.com | Exhibitor | JC SFA |
| DebtBook | Meeting sponsor | GFOA NAST |
| Deluxe | Meeting sponsor | CBA FMS |
| fnbo.com | Exhibitor | LCC NACC |
| kodiaksolutions.io | Exhibitor | ABA NAST |
| loomis.us | Exhibitor | ACFE NRF |
| MUFG | Meeting sponsor | MRA TBC |
| Q2 | Meeting sponsor | CBA N |
| Scotiabank | Meeting sponsor | MRA N |
| worldpay.com | Exhibitor | NSSF PMAA |
| avidxchange.com | Exhibitor | IREM |
| backbase.com | Exhibitor | CBA |
| bill.com | Exhibitor | NAHB |
| C2FO | Meeting sponsor | GKCCC |
| cashmanagement.bnpparibas.com | Exhibitor | SFA |
| chargebackgurus.com | Exhibitor | NRF |
| corservsolutions.com | Exhibitor | ABA |
| Eftsure | Meeting sponsor | N |
| ing.com | Exhibitor | SFA |
| JP Morgan Asset Management | Meeting sponsor | IFEBP |
| lseg.com | Exhibitor | N |
| monexusa.com | Exhibitor | NAMM |
| nb.com | Exhibitor | NEC |
| Onbe | Meeting sponsor | AFSA |
| Rosenberg & Parker | Meeting sponsor | RIMS |
| safechecks.com | Exhibitor | GFOA |
| ssctech.com | Exhibitor | ABA |
| Standard Chartered | Meeting sponsor | ACFE |
| swift.com | Exhibitor | WIC |
| theclearinghouse.org | Exhibitor | ABA |
| Tradeweb (formerly ICD) | Meeting sponsor | STA |
| trustmi.ai | Exhibitor | N |
| Trustpair USA | Meeting sponsor | N |
| validifi.com | Exhibitor | N |
| vendorinfo.com | Exhibitor | N |
| 360t.com | Exhibitor | Only Association for Financial Professionals, so far |
| Agicap | Meeting sponsor | Only Association for Financial Professionals, so far |
| alacriti.com | Exhibitor | Only Association for Financial Professionals, so far |
| allspringglobal.com | Exhibitor | Only Association for Financial Professionals, so far |
| anz.com.au | Exhibitor | Only Association for Financial Professionals, so far |
| aptechnology.com | Exhibitor | Only Association for Financial Professionals, so far |
| argodata.com | Exhibitor | Only Association for Financial Professionals, so far |
| aristaxpress.com | Exhibitor | Only Association for Financial Professionals, so far |
| ascendant.world | Exhibitor | Only Association for Financial Professionals, so far |
| avallone.io | Exhibitor | Only Association for Financial Professionals, so far |
| axletrees.com | Exhibitor | Only Association for Financial Professionals, so far |
| banco.bradesco | Exhibitor | Only Association for Financial Professionals, so far |
| bancroft4vets.com | Exhibitor | Only Association for Financial Professionals, so far |
| benchmarktechnologygroup.com | Exhibitor | Only Association for Financial Professionals, so far |
| boostb2b.com | Exhibitor | Only Association for Financial Professionals, so far |
| brex.com | Exhibitor | Only Association for Financial Professionals, so far |
| burnhamsterling.com | Exhibitor | Only Association for Financial Professionals, so far |
| Capitalize Data Analytics | Meeting sponsor | Only Association for Financial Professionals, so far |
| capitalmarkets.nbc.ca | Exhibitor | Only Association for Financial Professionals, so far |
| carlsoncash.com | Exhibitor | Only Association for Financial Professionals, so far |
| cashconnect.com | Exhibitor | Only Association for Financial Professionals, so far |
| cavusecurities.com | Exhibitor | Only Association for Financial Professionals, so far |
| chathamfinancial.com | Exhibitor | Only Association for Financial Professionals, so far |
| Citi Treasury and Trade Solutions | Meeting sponsor | Only Association for Financial Professionals, so far |
| cmsanalytics.com | Exhibitor | Only Association for Financial Professionals, so far |
| codat.io | Exhibitor | Only Association for Financial Professionals, so far |
| Convera | Meeting sponsor | Only Association for Financial Professionals, so far |
| cranedata.com | Exhibitor | Only Association for Financial Professionals, so far |
| Credit Agricole Corporate and Investment Bank | Meeting sponsor | Only Association for Financial Professionals, so far |
| crxmarkets.com | Exhibitor | Only Association for Financial Professionals, so far |
| CWAN | Meeting sponsor | Only Association for Financial Professionals, so far |
| dandelionpayments.com | Exhibitor | Only Association for Financial Professionals, so far |
| derivativepath.com | Exhibitor | Only Association for Financial Professionals, so far |
| drexelhamilton.com | Exhibitor | Only Association for Financial Professionals, so far |
| dws.com | Exhibitor | Only Association for Financial Professionals, so far |
| easymorph.com | Exhibitor | Only Association for Financial Professionals, so far |
| emburse.com | Exhibitor | Only Association for Financial Professionals, so far |
| Eventus Financial Solutions | Meeting sponsor | Only Association for Financial Professionals, so far |
| fides.ch | Exhibitor | Only Association for Financial Professionals, so far |
| finzly.com | Exhibitor | Only Association for Financial Professionals, so far |
| firstechpayments.com | Exhibitor | Only Association for Financial Professionals, so far |
| FISPAN | Meeting sponsor | Only Association for Financial Professionals, so far |
| ftitreasury.com | Exhibitor | Only Association for Financial Professionals, so far |
| golivefaster.com | Exhibitor | Only Association for Financial Professionals, so far |
| Incorta | Meeting sponsor | Only Association for Financial Professionals, so far |
| Intellect Design Arena | Meeting sponsor | Only Association for Financial Professionals, so far |
| ION Treasury | Meeting sponsor | Only Association for Financial Professionals, so far |
| isolvedhcm.com | Exhibitor | Only Association for Financial Professionals, so far |
| Jiko | Meeting sponsor | Only Association for Financial Professionals, so far |
| kantox.com | Exhibitor | Only Association for Financial Professionals, so far |
| Kyriba | Meeting sponsor | Only Association for Financial Professionals, so far |
| lhainc.com | Exhibitor | Only Association for Financial Professionals, so far |
| Lloyds | Meeting sponsor | Only Association for Financial Professionals, so far |
| medius.com | Exhibitor | Only Association for Financial Professionals, so far |
| Monkey Exchange | Meeting sponsor | Only Association for Financial Professionals, so far |
| murex.com | Exhibitor | Only Association for Financial Professionals, so far |
| nilus.com | Exhibitor | Only Association for Financial Professionals, so far |
| ninth-wave.com | Exhibitor | Only Association for Financial Professionals, so far |
| nsknox.net | Exhibitor | Only Association for Financial Professionals, so far |
| oAppsNET | Meeting sponsor | Only Association for Financial Professionals, so far |
| onesourcevirtual.com | Exhibitor | Only Association for Financial Professionals, so far |
| orbian.com | Exhibitor | Only Association for Financial Professionals, so far |
| pagos.ai | Exhibitor | Only Association for Financial Professionals, so far |
| payden.com | Exhibitor | Only Association for Financial Professionals, so far |
| paytrace.net | Exhibitor | Only Association for Financial Professionals, so far |
| pigment.com | Exhibitor | Only Association for Financial Professionals, so far |
| Preql | Meeting sponsor | Only Association for Financial Professionals, so far |
| prioritycommerce.com | Exhibitor | Only Association for Financial Professionals, so far |
| qandapaymentsolutions.com | Exhibitor | Only Association for Financial Professionals, so far |
| RBC | Meeting sponsor | Only Association for Financial Professionals, so far |
| Redbridge | Meeting sponsor | Only Association for Financial Professionals, so far |
| Ripple Treasury | Meeting sponsor | Only Association for Financial Professionals, so far |
| rippling.com | Exhibitor | Only Association for Financial Professionals, so far |
| SAP/Taulia | Meeting sponsor | Only Association for Financial Professionals, so far |
| societegenerale.com | Exhibitor | Only Association for Financial Professionals, so far |
| ssga.com | Exhibitor | Only Association for Financial Professionals, so far |
| Strategic Treasurer | Meeting sponsor | Only Association for Financial Professionals, so far |
| suntecgroup.com | Exhibitor | Only Association for Financial Professionals, so far |
| talvero.com | Exhibitor | Only Association for Financial Professionals, so far |
| thepanax.com | Exhibitor | Only Association for Financial Professionals, so far |
| TIS Payments | Meeting sponsor | Only Association for Financial Professionals, so far |
| transcard.com | Exhibitor | Only Association for Financial Professionals, so far |
| tranzpay.io | Exhibitor | Only Association for Financial Professionals, so far |
| treasury4.com | Exhibitor | Only Association for Financial Professionals, so far |
| treasurycube.com | Exhibitor | Only Association for Financial Professionals, so far |
| treasurycurve.com | Exhibitor | Only Association for Financial Professionals, so far |
| treasuryspring.com | Exhibitor | Only Association for Financial Professionals, so far |
| Trovata | Meeting sponsor | Only Association for Financial Professionals, so far |
| unclaimedpropertyspecialists.com | Exhibitor | Only Association for Financial Professionals, so far |
| unicreditgroup.eu | Exhibitor | Only Association for Financial Professionals, so far |
| usbancorpassetmanagement.com | Exhibitor | Only Association for Financial Professionals, so far |
| usepalm.com | Exhibitor | Only Association for Financial Professionals, so far |
| Versapay | Meeting sponsor | Only Association for Financial Professionals, so far |
| volantetech.com | Exhibitor | Only Association for Financial Professionals, so far |
| Western Alliance Bancorporation | Meeting sponsor | Only Association for Financial Professionals, so far |
| x1F America | Meeting sponsor | Only Association for Financial Professionals, so far |
| xmldation.com | Exhibitor | Only Association for Financial Professionals, so far |
| zanders.eu | Exhibitor | Only Association for Financial Professionals, so far |
| zerohash | Meeting sponsor | Only Association for Financial Professionals, so far |
| zsuitetech.com | Exhibitor | Only Association for Financial Professionals, so far |
Sources: 2 published lists, read September 2026
AFP 2026 Our Exhibitors. Read September 27, 2026. AFP 2026 exhibit hall logo wall; names identified from each logo's link domain and image file name (nameAsPublished holds the domain). Associations, Federal Reserve and two unidentifiable logos omitted.
Our Sponsors at AFP 2026. Read September 27, 2026. AFP 2026 annual conference sponsors; Nacha and Federal Reserve Financial Services omitted.
Who backs Association for Financial Professionals's peers, but not Association for Financial Professionals
Companies named publicly by at least one of Association for Financial Professionals's five peer societies, and not found in Association for Financial Professionals's reviewed public records.
| Company | FEI | FPA | FMS | SFSP | NAIFA | Peers |
|---|---|---|---|---|---|---|
| Advisor Solutions Inc. | Named | Named | 2 of 5 | |||
| Advocate_Health_Advisors_logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Amerilife_Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Ameritas-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Calsurance | Named | SILVER SPONSORS | 2 of 5 | |||
| coventry_Logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Eagle_Life_Logo-Blue-2022 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| EquiTrust | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Fairway Home Mortgage_logo__Horizontal_Green_NMLS | Silver Sponsors | Silver Sponsors | 2 of 5 | |||
| Gallagher Affinity Formerly Known as Ryan Insurance Logo | Feature Partners | SILVER SPONSORS | 2 of 5 | |||
| Guardian-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| HealthPlanOne-Primary-Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| HoraceMann2 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Insurance & Financial Media Network | Named | Named | 2 of 5 | |||
| InsurTech Express | Named | Named | 2 of 5 | |||
| Integrity-1 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Kansas City Life Logo BEST | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| logo-statefarm | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Marshall_Stevens (1) | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| massmutual-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| MutualofOmaha | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| northwestern_mutual | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| NYL_box-logo_rgb_blue-1 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| OneAmerica_25 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Principal logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Real Wealth Marketing | Named | Named | 2 of 5 | |||
| Security Mutual Life Logo-1 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| SeniorMarketSales_Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| The_Brokerage_Inc | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| abrigo-logo | Named | 1 of 5 | ||||
| Absolute Capital Management | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| Advyzon | Named | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| arcsys-technologies | Named | 1 of 5 | ||||
| ash | Silver Sponsors | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| bakernewmannoyes | Named | 1 of 5 | ||||
| bankbi | FMS Partners | 1 of 5 | ||||
| berrydunn-logo | Named | 1 of 5 | ||||
| BIZEQUITY | Named | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| Brown & Brown | Named | 1 of 5 | ||||
| Cambria Investment Management | Named | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| cantor-logo | FMS Partners | 1 of 5 | ||||
| chatham | Named | 1 of 5 | ||||
| CIA_logo | Supporting Partners | 1 of 5 | ||||
| College for Financial Planning® a Kaplan Company | Named | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| costperform-logo | Named | 1 of 5 | ||||
| crowe-web | FMS Premier Partners | 1 of 5 | ||||
| Crux | Named | 1 of 5 | ||||
| Dalton Education by CeriFi | Named | 1 of 5 | ||||
| Dimensional Fund Advisors Logo | Supporting Partners | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| Edward Jones_Logo | Feature Partners | 1 of 5 | ||||
| eMoney Advisor | Named | 1 of 5 | ||||
| empyrean-web | FMS Premier Partners | 1 of 5 | ||||
| FCI Cyber | Buckler | Named | 1 of 5 | ||||
| fhn | Named | 1 of 5 | ||||
| fhn-financial | FMS Partners | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Financial Behavior Keynote Group, LLC | Named | 1 of 5 | ||||
| Forvis Mazars | Named | 1 of 5 | ||||
| goRIA | Named | 1 of 5 | ||||
| invictus-analytics-logo | FMS Partners | 1 of 5 | ||||
| jack-henry-wordmark | Named | 1 of 5 | ||||
| JM BULLION | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| Jump_Logo | Supporting Partners | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| Matson Money | Named | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| Microsoft | Named | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| nationalcdrateline-logo | Named | 1 of 5 | ||||
| New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| Oracle Netsuite | Named | 1 of 5 | ||||
| plansmith-logo | Named | 1 of 5 | ||||
| profitresources-logo | Named | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| ptma-funding-logo | Named | 1 of 5 | ||||
| Randstad | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Ryan Insurance Strategy Consultants | Named | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Seeds Investor | Named | 1 of 5 | ||||
| SEI Investments | Named | 1 of 5 | ||||
| Silver Bridges Consulting | Named | 1 of 5 | ||||
| simplicd | Named | 1 of 5 | ||||
| Slant | Named | 1 of 5 | ||||
| Snappy Kraken | Named | 1 of 5 | ||||
| Soalma | Named | 1 of 5 | ||||
| stifel-corporate-logo | Named | 1 of 5 | ||||
| stonecastle-logo | Named | 1 of 5 | ||||
| Stonewood | SILVER SPONSORS | 1 of 5 | ||||
| strata | Named | 1 of 5 | ||||
| strata-axiom-logo | FMS Premier Partners | 1 of 5 | ||||
| Symmetry Partners | Named | 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 | ||||
| ThinkAdvisor | Named | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| trintech-logo | Named | 1 of 5 | ||||
| UPRISE | Named | 1 of 5 | ||||
| Vanguard | Named | 1 of 5 | ||||
| Vision and Hope Financial LLC | Named | 1 of 5 | ||||
| WealthCounsel | Named | 1 of 5 | ||||
| Zocks | Named | 1 of 5 |
The outside view
The standard-setting body for corporate treasury and financial planning, best known for credentials that function as the field's mark of proven competence
- Authority
- Preserve
- Inward
- 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 Guild 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 Professionals. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.