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Financial Planning and Analysis

About

The Financial Planning and Analysis team at the Financial Planning Association is responsible for evaluating the organization's financial performance and supporting strategic decision-making. This team conducts financial forecasting, budgeting, and variance analysis, ensuring that initiatives align with the overall mission of enhancing professional fulfillment for CERTIFIED FINANCIAL PLANNER™ professionals. Additionally, they provide insights to optimize resources and evaluate partnerships, enhancing the value offered to FPA members.