Certified Financial Planner Board of Standards, Inc.
 
 
 

CFP Board CE Sponsors
1425 records found

Organization Name
Telephone
"1A" AAA Financial Planning Institute (800)344-0335
"The Planning Center" at Winograd Shine Land & Finkle, P.C. (401)273-8300
1st Global 214-706-6432
2020 Group USA 415-924-3100
360training.com, Inc. (214)226-7435
7Twelve Advisors, LLC (615)341-0712
A Affordable Career Training (708)557-6000
A Center for Continuing Education (404)355-1921
A Professional Training Services Company 847-705-3838
A. D. Banker & Company 913-451-1280 (214)
AAII - Headquarters 312-280-0170 (4350)
Abacus Planning Group, Inc. 803-933-0054
ABRC - Agent/Broker Review Company (800)654-2272
Academy of Financial Services 619-594-4354
Accountable Aging Care Management
Accountants Education Services/University of Denver Graduate Tax Program 303-871-6239 (4)
Accredited Investors, Inc (952)841-2258
ACS - Actuarial Consulting Services 856-779-2529
ActivePortfolioCoach.com, Inc. 208-376-0091
Advanced Regulatory Compliance, Inc. (310)275-7300
Advantage Credit Inc. 303-952-7535
Advice for Advisors, Inc. 214-460-1088
Advisor Products, Inc. 516-333-0066 (222)
AdvisorNet Financial, Inc. 612-347-8675
Advisors Asset Management 800-860-3478
Advocate Charitable Foundation (847)384-3422
AFFORDABLE-SUCCESS-FIRST CHOICE-CLIENTELL (949)706-9453 (116)
AI Insight (614)505-1005
AIG Advisor Group 602-744-3178
All Children's Hospital Foundation, Inc. 727-767-4199
Allegany College of Maryland 301-784-5121
Allegheny Investments, Ltd. 412-367-3880
Alliance Advisory & Securities, Inc. 805-371-8020
Alliance of Cambridge Advisors Inc 888-834-6333 (702)
Alliance Pension Consultants, LLC 847-291-9440
AllianceBernstein Investments, Inc 919-653-5262
Allianz Global Investors Distributors (212)739-3087
Allied Business Group, Inc. (913)897-3599
Allstate 919-653-5262
Alpha Group 614-481-6900
Altegris Investments (858)459-7040
Ambler & Keenan, LLC 303-407-1542
American Academy of Estate Planning Attorneys - California 858-453-2128 (121)
American Bankers Association 202-663-5208
American Beacon Advisors, Inc. (817)391-6214
American Cancer Society - Midwest Division, Inc. 800-753-7472
American CE Institute, LLC (954)370-0041
American Center for Continuing Professional Education 800-394-6275
American Century Investments 816-340-3097
American Council on Gift Annuities (770)874-3355
American Endowment Foundation (330)655-7552
American Financial (800)880-3072
American Funds Distributors, Inc (213)615-0630
American Institute of Certified Public Accountants (919)402-4452
American Institute on Federal Taxation 205-521-8175
American Investors Company 925-828-2882
American Red Cross - St. Louis Area Chapter (314)516-2710
American United Life Insurance Company (859)692-2263
Ameriprise Financial Services, Inc. 612-671-4435
Angermeier & Rogers, LLP 414-289-9200
Anne Arundel Community College, Center For Workforce Solutions 410-777-2938
Annexus (972)349-9944
Approval Reverse Mortgage 303-771-3528
AQR CAPITAL (203)742-3735
Archdiocese of Chicago 312-534-7848
Arista Wealth Management
Arkansas Children's Hospital Foundation, Inc. 501-364-1471
Arnone, Lowth, Wilson & Leibowitz, Inc. (ALWL, Inc.) 631-423-0505 x308
Arthritis Foundation - Texas Chapter 214-818-0350
Ascendant Compliance Management 860-435-2255 (100)
Ascensus, Inc. 218-825-5173
Ashar Group LLC (407)772-1818 (206)
Asoapovo Productions, Inc. 505-920-3550
Aspiriant (415)371-7866
ASPPA 703-516-9300 (129)
ASPPA Benefits Council of Greater Philadelphia
Asset International, Inc. 203-595-3226
Asset Planning & Management, Inc. (888)864-8827
Associated Mortgage Bankers, Inc. (800)684-1045
Association for Financial Counseling & Planning Education (AFCPE)
Association Management of Michigan 616-698-7787
Association of Divorce Financial Planners 401-453-5558
AthenaInvest, Inc. (877)430-5675 (400)
Atlanta Chapter Society FSP 770-516-8322
Atlantic Equities and Exchange, Inc. (804)334-7387
Atlantic Trust Private Wealth Management 617-531-6911
Atrium Medical Center Foundation 513-705-4509
Austin CPA Chapter CPE Foundation 512-445-0044 (107)
AXA Advisors South Florida Branch/Domenic Macrina 305-670-3796
AXA Advisors, LLC 703-205-0304
AXA Equitable Life Insurance Company 877-593-3366
Axxcess Capital, LLC 949-544-3530 (134)
Ayco Company (518)886-4222
Back to Basics Income Tax Seminars 920-983-3464
Balch & Bingham, LLP 205-488-5518
Ball State University Foundation 765-285-8312
Ballentine Partners, LLC 781-314-1327
Baltimore Chapter, Society of Financial Service Professionals 410-339-6621
Baltimore Estate Planning Council 410-465-7011
BAM Advisor Services LLC
Bank of America - Private Bank (336)543-1344
Bankers Advocate Group (407)620-9042
Barberton Community Foundation (330)745-5995
Baron Capital (212)583-2000
Barron's Magazine 212-597-5760
Bartholomew & Wasznicky, LLP 916-455-5200
Basics & Beyond, Inc. 704-799-0007
Baystate Financial Services 617-585-4502
Beacon Hill Financial Educators 800-588-7039
Bechtold & Corbridge, P.A. (941)488-7751
Beckley CPA PC (972)309-0002
Behringer Harvard 469-341-2490
Benefis Healthcare Foundation 406-455-5836
Berkowitz Dick Pollack & Brant CPD (954)712-7000
Bessemer Trust (732)694-5802
Beta Educational Services, LLC (856)866-1555
BH Asset (347)586-0030 (101)
Bingham, Osborn & Scarborough, LLC (415)781-8535
Birmingham Collaborative Alliance (205)218-8223
Bisk Education, Inc. 800-874-7877 x4328
BlackRock (800)334-8322 (5297)
BlackRock West (415)670-4784
Blazek & Associates, PC, LLO 402-496-3432
BMO Capital Markets (312)461-2793
B'nai B'rith Foundation/B'nai B'rith International 202-857-6565
BNY Mellon Wealth Management 617-722-7281
Branch Banking & Trust Company (301)513-5975
Braun & Gresham, PLLC (512)894-5426
Brett Danko, LLC 609-730-9222
Briaud Financial Advisors (979)260-9771
Briggs & Veselka Co. (713)667-9147
Brightworth (404)760-9000 (3746)
Broad Financial LLC (954)370-0041
Broker Educational Sales & Training, Inc. 800-345-5669
Brokerage Unlimited Inc (314)329-2841 (3315)
Brokers' Service Marketing Group 401-751-9400 (113)
Brown & Streza Attorneys At Law 949-453-2900 (144)
Brownson, Rehmus & Foxworth, Inc. (312)551-4488
Bryant University (401)232-6203
Buckley Forbush, PLLC (719)473-6654
Bucks County Estate Planning Council (215)230-2916
Budros, Ruhlin & Roe, Inc. 614-481-6900
Burzynski Elder Law (239)434-8557
Business Enterprise Institute 303-321-2242
Butzel Long (313)983-6995
ByAllAccounts (781)376-0801 (183)
C. Dale Boushley 602-374-7201
Cadaret, Grant & Co. Inc. 315-471-2191
California CPA Education Foundation (650)802-2493
California Institute of Technology (626)395-8461
California Lutheran University 805-493-3980
California Society of Enrolled Agents (916)366-6646
California State University - Fresno 559-278-5646
CALIFORNIA TAX INSTITUTE 800-995-1747
Callan Associates Inc. 415-974-5060
Cal-State Exams, Inc. 800-729-0207
Cambridge Institute of Insurance (585)377-1361
Cambridge Legacy Group (972)267-8181
Campbell & Company, Inc. 410-413-2600 (2612)
Candura Group LLC (781)626-0888
Cannon Financial Institute 706-353-3346
Cantella & Co Inc (617)521-8630
CAPE Education, Inc. 888-227-3331
Capital Analysts Inc. (800)685-7515 (8730)
Capital Link, Inc. (212)661-7566
Capstone Asset Management 713-243-6724
Capstone Financial Advisors, Inc. (630)241-0833
Carey Financial, LLC (212)492-1100
Carmel Catholic High School 847-388-3338
Carol A. Wilson 214-303-0142
Carolean Capital Partners LLC (dba ETF Database)
Carolina Family Estate Planning 919-443-3035
Carroll Financial Associates, Inc. 704-553-8006
Carter Financial Management 214-363-4200
Catholic Foundation 972-661-9792
Catholic Foundation of Northeast Kansas (913)647-0325
Catholic Foundation of Oklahoma, Inc. (405)721-4115
Catholic Foundation of Rhode Island (401)277-2121
CCH Incorporated (773)866-3643
CCIM Institute (312)321-4504
CE For Success, Inc. (727)344-9964
CE University, Inc. dba CEU.com 800-295-9010
Centennial Estate Planning Council 720-252-6109
Center Coast MLP Focus Fund (646)839-5598
Center for Due Diligence (630)662-0284
Central Administrative Services dba Hicks Pension Services 559-241-7390
Central Arizona Estate Planning Council (602)840-2900 (101)
Central Florida Estate Planning Council, Inc. (407)621-6271
Central Indiana Chapter Society of Financial Service Professionals 317-844-6268
Certified Financial Services,LLC
Cetera Financial Group (678)279-9815
CFA Hawaii 808-396-1605
CFA Institute 434-951-5269
CFA Society of Madison (608)232-9000 (2242)
CFM Partners, Inc. 202-364-2380 (250)
Chamberlain, Hrdlicka, White, Williams & Aughtry 713-658-2500
Chaminade University of Honolulu (808)946-2966 (130)
Charles E. Smith Jewish Day School (301)881-1400
Charles Schwab & Company 415-636-7231
Charles Schwab Help and Guidance Training (415)667-1019
Cheshire Health Foundation 603-354-6810
Chester County Estate Planning Council 610-696-8211
Chicago Board Options Exchange 312-786-7760
Chicago Council on Planned Giving 847-251-1400 (0)
Chicago Estate Planning Council (CEPC) (312)673-4707
Children's Hospital and Health System Foundation, Inc. 888-543-7233
Children's Memorial Foundation (773)975-8745
Chubb & Son, Inc. 908-572-2693
Cincinnati Bar Association 513-381-8213
Cincinnati Children's Hospital Foundation (513)636-5683
Citi Private Bank (212)559-1791
CJMn Ltd (000)000-0000
CLAIRMONT PACIELLO & CO PC 610-354-9275 (223)
Clarfeld Financial Advisors Inc.
Clark & Trevithick 213-341-1340
Cleveland Society of Financial Service Professionals 216-241-3910
ClientWhys, Inc. 818-338-8700 (224)
CMG Mortgage, Inc. (858)583-3745
CMPS Institute 888-608-9800
CNL Securities Corp. 407-540-2728
CNT Financial 770-517-1223
Cole Real Estate Investments 602-716-8871
Collaborative Dispute Resolution Professionals (240)678-9075
Collaborative Law Alliance of New Hampshire (603)742-4835
Collaborative Practice Training Institute 757-473-9022
College for Financial Planning 800-237-9990
College Savings Foundation 202-223-2631
Colorado Bar Association CLE (303)824-5375
Colorado Collaborative Law Professionals (303)831-0808
Colorado Society of Certified Public Accountants
Columbia Management 212-850-1463
Columbus Foundation 614-251-4000
Columbus Life Insurance Company 919-653-5262
Comer Consulting, LLC 763-540-0711
Comerica
Commonwealth Financial Network (781)529-9295
Commonwealth Schools of Insurance (502)425-5987
Communities Foundation of Texas 214-750-4226
Community Educators, LLC (800)747-7574
Community Foundation - Arizona (602)682-2011
Community Foundation - Berks County 610-685-2223
Community Foundation - California 213-452-6266
Community Foundation - Central Indiana 317-634-7497 x122
Community Foundation - Collier County (239)649-5000
Community Foundation - Dallas Jewish (214)615-9351
Community Foundation - El Paso 915334020
Community Foundation - Fox Valley Region 920-830-1290
Community Foundation - Greater Memphis 901-722-0027
Community Foundation - North Florida (850)222-2899 (103)
Community Foundation - Parkersburg Area 304-428-4438
Community Foundation - Riverside and San Bernardino 951-684-4194
Community Foundation - Rochester Area 585-341-4337
Community Foundation - Santa Cruz County (831)662-2000
Community Foundation - Sonoma County (707)303-9626
Community Foundation for Northern Virginia 703-902-3157
Community Foundation of Greater Birmingham 205-327-3805
Community Foundation of Greater Dubuque (563)588-2700
Community Foundation of Greater Fort Wayne Inc. (260)426-4083
Community Foundation of Northeast Iowa 319-287-9106
Community Foundation of Southern New Mexico 575-521-4794
Community Foundation of Tampa Bay (813)282-1975 (103)
Community Foundation of the Ozarks (417)864-6199
Community Foundation of Union County Inc. 937-642-9618
Community Foundation of Volusia & Flagler
Community Foundation of Western Nevada (775)333-5499
Community Medical Center Foundation 732-557-3910
Community National Bank
Compass EMP Funds (615)620-8600
Comptroller of the Currency 202-874-4672
Conejo Valley Estate Planning Council (805)690-3853
Conference of Southwest Foundations (214)740-1787
Connecticut Estate and Tax Planning Council (860)692-7283
Connell Foley LLP 973-535-0500
Consolidated Educational Services, Inc. 908-272-8870
Contryman Wealth Advisors 402-463-6711
Corbett, Duncan & Hubly, P.C. (630)285-0215 (8243)
Corgenius, Inc. 847-882-3491 (2)
Cornerstone Financial Services 877-315-5988
Corpus Christi Estate Planning Council (361)844-1138
Corrigan Financial, Inc. 401-849-9313
Courses 4 CE 973-992-1258
Couzens, Lansky, Fealk, Ellis, Roeder & Lazar PC 248-489-8600
Coventry Center for Financial Professionals 215-233-5100
CPE Depot (916)660-5602
CPE Link 800-616-3822 (130)
CPE Solutions, LLC (800)545-7601
CPElite Inc. 803-749-4012
Cpethink.com 817-239-3632
Crady, Jewett & McCulley, LLP 713-739-7007 (103)
Crescendo Interactive Incorporated 800-858-9154
Crestmont Holdings, LLC 541-368-4215
Crossmark Financial/Homesafe (949)440-2000
Cummings & Lockwood LLC 203-351-4426
Cushing MLP Asset Management, LP (214)692-6334
Cypress Capital Corporation (415)281-3035
Dallas Estate Planning Council 214-340-8020
Daniel P. Seink Co., Ltd. 440-546-0483
Danziger & Markhoff LLP 914-948-1556
David Mitchell 760-741-3106
Davis Schilken, PC 303-670-9855
Dayton CFA Society (513)515-4683
Delaware Investments 215-255-1569
Delmarva Planned Giving Council 302-736-7741
Deloitte LLP 312-242-9733
Dennis M. Sandoval, A Professional Law Corporation 951-787-7711
DePaul University
Designations and Licenses 202-379-2200
Dimensional Fund Advisors Inc. 310-917-1420
DiMeo Schneider & Associates, L.L.C. (312)853-1000
Directions, LLC (301)675-6631
Dividend Capital 303-953-3857
Dollar Bank FSB (800)820-6051
Dorsey, Wright and Associates 804-320-8511
DRDA, P.C. (281)954-6020
Due Diligence Consulting, LLC (732)359-6069
Dunbar Capital (212)871-7100 (100)
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (858)964-0500 (251)
Dutcher & Zatkowsky 585-256-0090 (104)
Dyatech, LLC (866)651-4222
Eagle & Fein 317-222-1886
East Texas Community Foundation (903)533-0208
Eastern Illinois Estate Planning Council (217)352-0447
Eaton Vance Distributors Inc.
Ed Slott and Company 800-711-9484
Edgewater Funding Inc. 503-805-9185
Education Forum, LLC (303)914-1111
Educational Foundation of the Missouri Society of CPAs 314-997-7966
Edward A. Jacobson Associates 608-274-9004
Edward J Harkins 415-461-4116
Edward Jones (314)515-1110
Ehrhardt Keefe Steiner & Hottman PC (303)740-9400
Eide Bailly LLP 701-476-8308
El Camino Hospital Foundation (650)988-7687
Elkhart County Community Foundation 574-295-8761
Enterprise Insurance Training, Inc. (410)339-4604
Envestnet Asset Management 212-642-7426
EPCNNJ 973-244-4152
EquityReach Mortgage Solutions 805-202-2100 (103)
Essential Knowledge 913-262-9700
Estate and Financial Planning Council - Southern New Jersey 856-795-0551
Estate and Pension Advisory Board (856)857-6100 (112)
Estate Planning Council - Bergen County 973-237-4323
Estate Planning Council - Birmingham (205)803-5879
Estate Planning Council - Boston 617-266-1919
Estate Planning Council - Boulder County 303-449-5522
Estate Planning Council - Central Texas 512-473-4934
Estate Planning Council - Cincinnati (513)554-3074
Estate Planning Council - Colorado Springs
Estate Planning Council - Diablo Valley 925-686-4819
Estate Planning Council - Duke University 919-681-8030
Estate Planning Council - East Bay 925-686-4819
Estate Planning Council - East King County 206-524-0136
Estate Planning Council - Eastern New York, Inc. 518-458-7774
Estate Planning Council - Greater Miami 305-310-2127
Estate Planning Council - Greenville (864)298-0839
Estate Planning Council - Heart of Texas (254)755-4326
Estate Planning Council - Inland Empire (909)380-8799
Estate Planning Council - Naples 239-213-6134
Estate Planning Council - Northeast Florida (904)568-8203
Estate Planning Council - Northeast Wisconsin 920-432-1400
Estate Planning Council - Northern Nevada 775-324-7244
Estate Planning Council - Northwest Washington (360)650-1766
Estate Planning Council - Palm Beach County
Estate Planning Council - Portland (541)896-3088
Estate Planning Council - Red River Valley 701-239-8606
Estate Planning Council - Southern Oregon 541-773-8987
Estate Planning Council - Spokane (509)850-3740
Estate Planning Council - Stanislaus County 209-576-8000
Estate Planning Council - Tri Valley 925-686-4819
Estate Planning Council - Tulare-Kings Counties 559-622-3011
Estate Planning Council - Ventura County 805-690-3904
Estate Planning Council - Western Kansas 785-628-5888
Estate Planning Council of Chattanooga 423-757-0487
Estate Planning Council of Cleveland 216-696-1228
Estate Planning Council of Mississippi 601-856-0703
Estate Planning Council of Mobile, Inc. 251-690-1421
Estate Planning Council of North Georgia 770-516-8322
Estate Planning Council of North Texas 214-340-8020
Estate Planning Council of Northern Utah
Estate Planning Council of Pittsburgh (412)655-4447 (3)
Estate Planning Council of Rochester 585-586-6906
Estate Planning Council of South King County (206)285-4066
Estate Planning Council of Southeast Denver (EPCSED) (303)757-4342
Estate Planning Council of Southwest Washington (541)896-3088
Estate Planning Council of St. Louis 314-520-3564
Estate Planning Council of the Fun Coast 386-258-2565
Estate Planning Council of the Lehigh Valley 856-234-0330
ETF Securities (US) LLC (212)918-4955
Evansville Bar Association (812)463-3201
Evensky & Katz Wealth Management
EverBank Advisor Services Group 904-279-7169
Exchange Analytics Inc. 847-266-7602
Executive Insurance Agency, Inc. 330-576-1234 (3339)
Executive Wealth Management (888)285-0552
Exemplar Financial Network 815-459-4550 (121)
Exit Planning Institute (847)458-2124
Faggio Financial LLC (410)740-3141
Family Legacy Fund 510-428-3885 (5233)
Family Wealth Advisors Council 714-953-1232
FamilyOfficeNetwork, LLC 866-801-1553 (2)
Farr & Associates Insurance Services, LLC 805-644-3500
FED FRIDAY 972-234-2001
Federal Seminars and ChFEBC, Inc. 800-696-3505
Federated Investors (412)288-6436
Ferris & Associates, PC 757-220-8114
fi360, Inc. 412-221-0292 (203)
Fidelis Mortgage, LLC 410-668-6501
Fidelity Investments 919-653-5262
Fidelity Investments Institutional Services Co., Inc. (401)233-4111 (6274)
Fidelity Investments Life Insurance Company (617)392-2687
Fidelity Registered Investment Advisor Group 617-563-0033
Fiduciary Education Foundation 814-536-7741 (2)
Financial Advisor Magazine 732-450-8866 (27)
Financial Advisors Legal Association 800-711-9484
Financial Conversations With Heart 408-225-1260
Financial Divorce Association, Inc. 303-774-1225
Financial DNA Resources, Inc. 770-274-0311
Financial Network Investment Corporation - Pasadena Region 626-795-8896 (16)
Financial Network Investment Corporation - West Region 310-257-7552
Financial Planning - On Wall Street (212)803-6594
Financial Planning Advocate, LLC (678)290-3930
Financial Planning Association of the Southern Tier of New York (607)584-4141
Financial Planning Institute, LLC 720-529-1888
Financial Research Associates, LLC (704)341-2376
Financial Services Institute, Inc. (770)980-8494
Financial Therapy Association (785)532-3541
FinancialCampus.com 800-711-9484
Finkel Whitefield Selik 248-855-6500
FinLAB (Financial Literacy and Beyond) 303-904-3177
FIRE Solutions, Inc. 415-869-9036
First Affirmative Financial Network 719-636-1045 (111)
First Command Financial Planning (817)569-2414
First Midwest Bank (815)773-2615
First Trust Portfolios (630)517-7702
First Western Trust Bank 303-531-8100
Fleeson Gooing Coulson & Kitch (316)267-7361 (105)
Florida Bankers Association (850)224-2265 (128)
Florida Bar Real Property, Probate, and Trust Section 850-561-5619
Florida Institute of CPAs 850-224-2727
Florida School of Insurance (813)641-8077
Florida West Coast Public Broadcasting, Inc (813)254-9338 (2230)
FMV Opinions, Inc. 949-759-4499
Focus Financial Partners, LLC (646)775-6410
Forefield, Inc. 508-630-1139
Fort Wayne Estate Planning Council (260)927-1830
Fortigent, LLC 301-816-1202
Forward Management 415-869-6300
Foulston Siefkin LLP 316-267-6371
Foundation for Accounting Education 212-719-8365
Foundation for Santa Barbara City College (805)730-4411
Foundation for the Carolinas (704)973-4520
Foundation Fresno Rescue Mission, Inc. 559-268-0839 (201)
Foundation of The Greater Miami Jewish Federation 786-866-8625
Fountain View Assisted Living
Fox College Funding Academy (858)587-2121
Fox Rothschild LLP (215)299-2819
Foxmoor Continuing Education (715)930-7204
FPA - Ark La Tex Chapter 318-286-2278
FPA - Arkansas Chapter (501)312-2203
FPA - Austin Chapter
FPA - Baton Rouge Chapter (225)709-6211
FPA - Central California Chapter (559)248-8059
FPA - Central Florida 407-814-9905
FPA - Central Ohio Chapter (614)410-6708
FPA - Central PA Chapter (717)668-2703
FPA - Central Virginia Chapter 804-749-8149
FPA - Charlotte Chapter 704-553-7220
FPA - Colorado Chapter 303-450-0515
FPA - Connecticut - Fairfield County Chapter 877-777-0600
FPA - Connecticut - Greater New Haven Chapter 203-453-3458
FPA - Connecticut Chapter 877-777-0600
FPA - Connecticut Valley 888-597-6575
FPA - Dallas/Ft. Worth Chapter (972)747-0407
FPA - East Bay California Chapter 925-935-9691
FPA - East Tennessee Chapter 865-216-7645
FPA - Financial Planning Association (800)322-4237 (7157)
FPA - Georgia Chapter 770-516-8322
FPA - Gold Coast Chapter (954)370-0041
FPA - Greater Cincinnati Chapter 513-554-3063
FPA - Greater Indiana Chapter 317-844-6268
FPA - Greater Kansas City Chapter (785)233-4512
FPA - Greater Memphis Chapter 901-853-9420
FPA - Greater New Orleans Chapter 866-730-4530
FPA - Greater Rochester New York Chapter 585-410-1462
FPA - Gulf States Chapter 251-476-7183
FPA - Hampton Roads Chapter 757-277-6150
FPA - Hawaii Chapter 808-394-3451
FPA - Houston Chapter 713-518-1785
FPA - Idaho (208)672-1379
FPA - Illinois Chapter 847-244-3691
FPA - Iowa Chapter (515)822-2006
FPA - Kansas Society 316-218-0729
FPA - Kentuckiana Chapter (503)253-0045
FPA - Long Island Chapter 516-542-2004
FPA - Los Angeles Chapter 818-558-3908
FPA - Maryland Chapter (410)833-9200
FPA - Massachusetts Chapter 978-597-2799
FPA - Miami-Dade Chapter 786-390-7655
FPA - Michigan Chapter 248-446-8909
FPA - Middle Tennessee Chapter 615-473-1450
FPA - Mid-Oregon Chapter (541)284-9855
FPA - Minnesota Chapter 763-781-1212
FPA - Mississippi Chapter
FPA - National Capital Chapter 703-620-1712
FPA - NE Ohio Chapter 440-899-5055
FPA - NE Wisconsin Chapter 920-757-6460
FPA - Nebraska Chapter 402-397-0280
FPA - New Jersey Chapter 877-773-7265
FPA - New York Chapter 877-773-7269
FPA - North Alabama Chapter 205-978-3939
FPA - Northeast Florida 866-730-4530
FPA - Northeastern New York Chapter 518-458-7774
FPA - Northern California Chapter (877)260-3218
FPA - Northern New England Chapter
FPA - Orange County Chapter 714-593-2312
FPA - Oregon & SW Washington Chapter 503-286-8350
FPA - Philadelphia Tri-State Chapter 215-295-0729
FPA - Pittsburgh Chapter 412-653-1054
FPA - Puget Sound Chapter
FPA - Rhode Island Chapter (401)732-2400
FPA - San Diego Chapter
FPA - San Francisco Chapter (916)443-4237
FPA - San Gabriel Chapter 626-915-4545
FPA - Silicon Valley Chapter (877)808-2699
FPA - South Carolina Chapter (803)540-7522 (7501)
FPA - South Carolina Society
FPA - Southern Arizona Chapter (520)749-4152
FPA - Southern Colorado Chapter 719-579-8000
FPA - Southern Nevada 702-473-1153
FPA - Southern Wisconsin Chapter 414-358-9260
FPA - Southwest Florida Chapter 941-637-7526
FPA - Spokane Chapter (509)328-6653
FPA - SunCoast 866-730-4530
FPA - Tampa Bay Chapter 866-730-4530
FPA - The Triangle (919)457-2675
FPA - Tulsa Chapter 918-388-2000 x104
FPA - Utah Chapter 801-979-1484
FPA - Ventura County 805-388-8784
FPA - West Texas Chapter 806-742-5050 (231)
FPA - Western New York Chapter 716-688-3096
FPA NorCal Conference 650-851-4414
FPA of Central New York (FPACNY) 315-234-8862
FPA of Eastern Iowa (319)310-8128
FPA of Greater Fort Lauderdale (954)370-0041
FPA of Greater St. Louis 314-997-3390
Franklin Templeton 727-299-4068
Freedom Personal Development (608)268-2600
Frontier Asset Management, LLC 307-673-5675
Fund Evaluation Group (513)719-5139
Fusion Advisor Network
Future Financial Planners, Inc. 732-888-5154
G.T.C. Institute, LLC (503)664-0678
GAM USA Inc. (212)407-4602
Garrett Planning Network, Inc. 913-268-1500
Gary A. Morris 214-363-4949
Gear Up, Inc. 817-252-4253
Geiger Law Office, P.C. (760)448-2220
Gelbwaks Executive Marketing, Corp. 954-236-9999 (102)
Genworth Financial Investment Services, Inc. (847)330-7929
Genworth Financial Wealth Management, Inc.
Georgia Association of Insurance & Financial Advisors, Inc. 770-455-4459
Georgia Society of Certified Public Accountants, Inc. 404-504-2946
Georgian Court University (732)987-2292
Giarmarco, Mullins & Horton, P.C. 248-457-7204
Gift Planning Council of New Jersey (848)932-2232
Givner & Kaye, A Professional Corporation 310-207-8008
Global CPE (800)460-4110
Global Practice Network (866)801-1553 (28)
GNA Corporation 919-653-5262
Golden City Professional Studies (626)457-8836
Goldleaf Partners (218)824-6119 (4409)
Goldman Sachs 212-855-9768
Goodman & Company, LLP 804-474-1206
Goodwill Industries of Orange County 714-547-6308 (559)
Greater Cincinnati Planned Giving Council 513-554-3062
Greater Middlesex/Somerset Estate Planning Council 908-526-6363 (3310)
Greater Naples Area Planned Giving Council (239)390-8068
Greater New Jersey Estate Planning Council Inc. (201)447-5850
Greater North Shore Estate Planning Council 312-756-1111
Greater Tacoma Community Foundation (253)383-5622 (102)
Greene Consulting Associates LLC (404)324-4600
Greening Law Firm, P.C. 512-476-0888
Griffin Capital Corporation (310)606-5900
Griffin Capital Securities, Inc. 678-704-6236
Group Benefit Services, Inc 443-541-9712
Guardian Life Insurance Company of America (413)395-4858
Guggenheim Funds Distributors, Inc. (630)577-2208
Guggenheim Investments (917)386-0420
GuideStone Financial Resources (214)720-6420
Gulf Coast Community Foundation (941)486-4566
Gulf South Holding, LLC (504)566-9802
H C Denison Company 920-457-9451
Habif, Arogeti & Wynne, LLP (770)353-5074
Hallett Education Services LLC 701-297-4630
Hamilton Community Foundation (513)863-1717
Hampton Roads Estate Planning Council 757-428-6634
Hancock County Community Foundation 317-462-8870 (223)
Hanlon Investment Management 609-601-1200
Harris Private Bank 312-461-2772
Harrison Medical Center Foundation (360)744-6760
Hartford Life Distributors, LLC 800-523-7798 (35174)
Hartford Life Insurance Company - Individual Life Sales 860-843-8758
Hartford Life Insurance Company - RPG Marketing 800-334-8322 (5266)
Hatteras Funds 919-846-2324
Hawaii Tax Institute Foundation 808-540-3931
HBK Sorce Financial LLC 814-836-5776 (1745)
HD Vest Financial Services 972-870-6645
Health Savings Administrators 804-378-7756
HealthCare Benefit Services, Inc. 303-973-6636
Healthview Services (978)539-8134
Heartland Institute of Financial Education 303-597-0197
Hebrew Home of Greater Washington
Hedrick Gardner Kincheloe & Garofalo, LLP (704)366-1101 (154)
Hellmuth & Johnson, PLLC (952)941-4005
Hewins Financial Advisors, LLC (650)620-3040
Hicks Higuchi Corporation dba Hicks Pension Services 808-521-9494
HiddenLevers (212)292-3147
Highland Capital Brokerage - Milwaukee (262)860-1666
HighMark Funds 213-236-6676
HighPoint Law Offices, P.C. 215-997-9773
Hines Real Estate Investments (713)966-7643
Hirtle Callaghan & Co. 610-828-7200
Homrich Berg 404-264-1400
Honkamp Krueger & Co, P.C. (563)556-0123
Honkamp Krueger Financial Services, Inc. (800)791-8994
Hoosier Hills Estate Planning Council (812)339-8537
Horizon Kinetics LLC (646)495-7333
Horsesmouth 360-647-0200
Hospice of Spokane (509)456-0438
Houston Business and Estate Planning Council (713)407-3830
Houston Estate & Financial Forum 713-526-5331
HS Dent Advisers Network 813-341-6874
HSA Consulting Services, LLC 202-747-4467
HSBC (212)525-8010
HSBC Global Asset Management (USA) Inc. (212)525-6695
Hudson Valley Financial Professionals (845)485-5800
Huffman & Associates (407)898-5521 (129)
Hufford Advisors, LLC 317-848-4987
Huselton, Morgan & Maultsby, P.C. (972)404-1010
Hutchinson Community Foundation (620)663-5293
Hutto Retirement Advisors, LLC (817)503-0100
ICON Advisers, Inc. (formerly Meridian) (800)828-4881
Idaho Community Foundation
Ilene L. McCauley, Ltd. 480-296-2036
Illinois Certified Public Accountant Society
Imperial Training Services, Inc. 800-835-5314
IndexUniverse (415)659-9012
Indian River Community Foundation (772)492-1407
Indiana Bankers Association 317-387-9380
Indiana CPA Society 317-726-5015
Indiana University - School of Continuing Studies 812-855-8888
ING Life Insurance 612-342-7070
ING USA Annuity and Life Insurance Company (800)334-8322 (5297)
InKnowVision, LLC 630-596-5090 (85)
Institute for Divorce Financial Analysts 800-875-1760
Institute for Preparing Heirs (626)389-8664
Institute for Private Investors 212-693-1300
Institute of Business and Finance 858-412-7920
Institute of Consumer Financial Education 619-239-1401
Institute of Continuing Legal Education in Georgia 706-389-7701
Institutional Investor (212)224-3882
Insurance & Financial Leaders of Georgia 770-516-8322
Insurance & Securities School of Colorado 303-432-3547
Insurance Continuing Education Solutions (651)261-9991
InsuranceStudy 866-339-3900
Insured Retirement Institute
Intac Actuarial Services, Inc. (201)447-2525
Integrated Retirement Initiatives 877-731-3947
INTEGRIS Foundations (405)951-5016
Integrity Life Settlements, LLC 973-275-1110
Intelligent Edge Advisors (954)385-3375
Interactive Advisory Software 770-951-1161 x3016
Internal Revenue Service 202-622-6691
International Academy of Collaborative Professionals (602)953-8460
International Association of Advisors in Philanthropy 888-597-6575
International Association of Registered Financial Consultants 513-424-1656 (14)
International Foundation for Retirement Education 919-653-5262
International Foundation of Employee Benefit Plans 262-373-7642
International Productivity Systems 714-368-3650
Intuition Publishing Ltd. 4402073373457
Invesco Dist 713-214-1671
Investment Advisor Group 732-276-2667
Investment Advisors Asset Management 908-272-1890
Investment Banking Institute (212)380-1597
Investment Centers of America 701-250-3300
Investment Management Consultants Association (IMCA) 303-850-3084
Investment Program Association 212-812-9799 (202)
Investment Property Exchange Services, Inc. 215-732-0502
InvestmentNews 212-210-0184
INVESTools Inc. (801)816-6860
Investors OnTrack Inc. (850)934-6300
Iowa Council of Foundations (Iowa Community Foundations Initiative) 515-989-1188
Iowa State University Center for Agricultural Law and Taxation 515-294-5217
Iowa State University Foundation 515-294-4407
Iowa Trust Association 515-286-4352
IREIC/ISC 800-826-8228 (2834)
J. R. Hastings 415-459-6635
J.P. Morgan Asset Management (212)648-2422
Jackson National Life Insurance 877-593-3366
Janney Montgomery Scott LLC 215-665-6150
Janus Capital Group (303)336-4460
Jefferson National Financial 212-220-5862
Jewish Community Board - Akron 330-835-0004
Jewish Community Federation - San Francisco, the Peninsula, Marin and Sonoma Counties (415)512-6204
Jewish Community Foundation - Broward County (954)370-0041
Jewish Community Foundation - Greater Kansas City (913)327-8245
Jewish Community Foundation - Houston 713-729-7000
Jewish Community Foundation - San Diego (858)279-2740 (119)
Jewish Community Foundation - South Palm Beach County (561)852-3173
Jewish Federation - Greater Philadelphia 215-832-0868
Jewish Federation - Metropolitan Chicago 312-357-4852
Jewish Federation - Palm Beach County 561-242-6672
Jewish Federation of Cleveland 216-566-9200 (506)
Jewish Federation of Greater Atlanta 404-870-1623
Jewish Federation of Greater Rochester (585)461-0490 (236)
Jewish Federations of North America (212)284-6706
JMG Financial Group, LTD.
John F. Kennedy School of Government (617)496-9714
John Hancock Academy 800-908-6008
John Hancock Mutual Life Insurance Company 800-711-9484
Johnson Bank 608-250-7228
Johnson, Gasink & Baxter, LLP 757-220-9800
JoycePayne Partners 804-358-2702
Julia R. Lovorn P.C.
Kane and Koltun (407)661-1177
Kansas Society of Certified Public Accountants, Inc. (785)272-4366
Kansas State University - Cooperative Extension Service 785-532-1504
Kaplan Financial Education (888)325-5072
Kaplan Professional Schools (888)325-5072
Karel-Gordon & Associates
Karp Loshak Long Term Care Insurance Solutions Brokerage
KBS Capital Markets Group 949-717-6247
Keebler & Associates, LLP (920)593-1700
Keeley Asset Management Co. 800-533-5344
Keir Educational Resources 212-354-7164
KESDEE Inc. 858-558-8118
Key Bank, National Association (330)258-4048
Kidder Benefits Consultants, Inc 515-254-1178
Kingdom Advisors 404-497-7684
Kirkland, Thomas, Watson & Dyches, LLC 803-463-0181
Kitces.com 410-995-6630 (506)
Klein and Associates (888)611-1999
Knighton & Stone, PLLC 281-681-3004
Knox McLaughlin Gornall & Sennett, P.C. 814-459-2800 (299)
Kosciusko County Community Foundation, Inc. (574)267-1901 (226)
Kovitz Investment Group, LLC 312-334-7312
KSU Foundation (785)532-7539
Lafayette Life Insurance Company 765-477-7411
Laird Norton Tyee (206)464-5100
Lakeland Regional Medical Center Foundation, Inc. 863-687-1296
Lancaster County Community Foundation (717)397-1629 (108)
Land Grant University Tax Education Foundation, Inc. (360)200-5458
Larry Larsen's Eagle Education 303-791-0398
LarsonAllen LLP 612-376-4781
Laserfiche (562)988-1688 (312)
Lassus Wherley (908)464-0102
Law Office of Kyle H. Barrick, LLC (801)262-4407
Law Office of Steven R. Owens, PC 720-529-9800
Law Offices of Hoyt & Bryan, LLC 407-977-8080
Lawline.com 646-448-3275
Layman, D'Atri and Associates, LLC 330-493-8833
Lazard Asset Management (212)632-6699
LDS Philanthropies 801-422-7205
Legg Mason Investor Services, LLC (203)703-6510
Lehigh Valley Chapter of the National Association of Insurance and Financial Advisors - Lehigh Valley 856-234-0330
Lennick Aberman Group 612-333-8791
Lenz Financial Group (800)228-5646
Lexington Chapter of Society of Financial Service Professionals (859)223-5353
LifePlan Financial Group, Inc. 937-449-0345
Lincoln Investment Planning, Inc.
Lincoln National Life Insurance Co./CT 877-593-3366
Lindner Capital Advisors 770-977-7779
Lipscomb University 615-966-5251
Litman/Gregory Analytics LLC (925)253-5269
LodeStar Ltd. (843)682-4041
Lord Abbett (201)827-2396
Loring Ward Advisor Services, a division of LWI Financial Inc. (646)619-1131
Lorman Education Services 715-833-3940
Loveland Consulting 952-746-1106
Low Load Insurance Services, Inc. 813-902-0002
LPL Financial Services 704-733-3970
LTC Connection, LLC 888-582-3750 (4)
LTCiTraining.com, LLC (866)400-5224
M&T Securities 814-947-5613
MAI Wealth Advisors, LLC (216)920-4801
Maine Association of Student Financial Aid Administrators 207-725-3144
Maine Chapter Society of Financial Service Professionals (207)553-9920
Malcolm A. Makin 401-596-2800
Managers Investment Group LLC 312-424-1223
Manulife Financial - Boston 617-572-0289
Marin Community Foundation (415)464-2535
Market Technicians Association (646)652-3300
MarketCounsel, LLC
Marsh USA c/o Kaplan Financial (888)325-5072
Martin County Estate Planning Council, Inc. 772-283-2356
Martin M. Shenkman, PC 201-845-8400
Maryland Association of CPAs 443-632-2307
Maryland Society of Accountants, Inc. (800)922-9672
Mason Investment Advisory Services, Inc. 703-716-6000
Mass Mutual Life Insurance Company 413-744-1209
Massachusetts Certified Public Accountants South Shore 781-784-7967
Massachusetts Society of CPAs 617-556-4000 (400)
Massachusetts Society of Enrolled Agents 800-342-0031
Massih Law, LLC (203)880-9980
Matrix Settlement & Clearance Services, LLC (720)956-5450
Matsen & Miller, PLLC (571)522-6393
Matt Martin (612)910-0778
Matthews International Capital Management, LLC (415)954-4536
MBCH Professional Development Institute 314-739-6811 (315)
McDowall Cotter 650-572-7933
MCEPC 330-764-7270
McGraw-Hill Financial Communications (857)383-5732
McGuireWoods LLP 804-775-4755
McLean Estate Planning Council 703-288-2941
McManus & McManus PA 727-584-2128
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP 214-749-2411
Medina Law Group (609)818-0068
Meeder Financial, Inc
Mercer Advisors 480-588-9004
Merrill Lynch (970)261-8021
Merrill Lynch Retirement Group 609-274-7010
Merriman 206-285-8877
MetLife Bank (800)334-8322 (5297)
MetLife Investors Distribution Company (800)334-8322 (5297)
Michael McGowan 626-796-9104
Michael Millonig Law Group, LLC 937-438-3977
Michigan Association of Certified Public Accountants (248)267-3700
Michigan Bankers Association (517)342-9057
Mike Martin Seminars - Mike Martin & Associates (816)224-2560
Millard & Company (828)859-7001 (303)
Millburn Ridgefield Corporation 212-332-7325
Million Dollar Producer, Inc. 866-866-0472
Milwaukee Estate Planning Forum, Inc. 414-354-5296
Minnesota Planned Giving Council 651-290-6266
Minnesota Society of Certified Public Accountants 952-831-2707
Mintz Levin Financial Advisors LLC 617-832-6380
Missouri Bankers Association 573-636-8151
Mize, Houser & Company, P.A. 913-451-1882
MODA Systems Inc 410-796-0882
Monahan Law Practice, P.C. (610)363-3888
Money Concepts International, Inc. 561-472-2007
Money Quotient, Inc. 360-697-4561
Money-Media Inc. (212)542-1254
MoneyShow 941-955-0323
Montage Investments (888)870-3088
Montgomery College Foundation, Planned Giving (240)567-5287
Montgomery County Estate Planning Council (MCEPC) 215-646-4261
Moors and Cabot, Inc. (866)332-0440
Morello Law Group, P.C. 248-347-2950
Morgan Keegan & Co., Inc. 901-531-3232
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney, LLC
Morningstar, Inc. 312-696-6058
Morris County Financial Advisor Study Group 973-838-0091
Mortgage Advisors 202-624-1245
Morton Law Firm, PLLC (601)925-9797
MTS Research Advisors (888)684-2778
Murphy & Murphy, CPA, LLC 301-856-4100
Mutual of Omaha (402)351-3980
MW Group Inc (803)216-0271
myStockPlan.com Inc.
N/S NCCPAP - Educational Foundation (516)997-9500 (2)
NAIFA - Lafayette: Estate Planning Council: Society of Financial Service Professionals 765-742-2707
NAIFA - Massachusetts 617-266-1919
NAIFA - Nebraska 402-474-7723
NAIFA - St. Louis 314-520-3564
NAIFA Baltimore 410-752-3318 (212)
NAIFA Honolulu 808-394-3451
NAIFA Houston (713)526-5331
NAIFA Illinois (217)529-0126
NAIFA Minnesota 763-595-4044
NAIFA-Sioux Falls (605)339-0606
NAPFA - National Association of Personal Financial Advisors 800-366-2732
National Advisors Trust Company, FSB 913-234-8207
National Association of Active Investment Managers (NAAIM) 303-757-2323
National Association of Government Defined Contribution Administrators (NAGDCA) 859-514-9218
National Association of Tax Professionals (800)558-3402 (1171)
National Association of Tax Professionals - NJ Chapter 201-943-4920
National Capital Chapter of Society of Financial Service Professionals 703-532-8778
National Center for Professional Education, Inc. 800-682-2163
National Christian Foundation 678-892-1785
National Christian Foundation Seattle (206)577-3603
National College Advocacy Group 315-487-4567
National Financial Educators Council
NATIONAL HEALTH ADMINISTRATORS, INC 972-980-7737
National Institute for Financial Education of America, Inc. 800-561-9035
National Institute of Certified College Planners 406-765-2030
National Institute of Certified Estate Planners 765-453-4300
National Network of Estate Planning Attorneys
National Regulatory Services 860-435-2541 (1882)
National Society of Compliance Professionals (860)672-0843
National Society of Tax Professionals 800-367-8130
National Tax Institute Inc. 617-272-7773
National Tax Training School 800-914-8138
National Underwriter Company (859)692-2263
Nationwide Life Insurance Company 877-593-3366
Natixis Global Associates 800-711-9484
Navellier 775-785-9406
Navigator Legacy Partners, LLC (714)352-0380
NBI, Inc. 715-835-8525
NC Chapter of The National Association of Tax Professionals 704-983-3666
New England CLU and ChFC Conference (617)510-1681
New Hampshire Charitable Foundation 603-225-6641 (1262)
New Jersey Institute for Continuing Legal Education 732-214-8577
New Mexico Collaborative Practice Group, Inc. 505-292-5902
New Mexico Project for Financial Literacy, Inc 505-401-5798
New York & National Long Term Care Brokers 518-688-8105
New York Center for Financial Studies (973)479-4525
New York Institute of Finance 212-641-6617
New York Life Insurance Company 800-711-9484
New York Society of Security Analysts, Inc. 646-871-3407
New York University - School of Continuing and Professional Studies 212-992-3321
New York/Connecticut Association of Tax Professionals
NFL Players Association 202-756-9137
NH Hicks 530-891-4997
Nicholas Pension Consultants (916)638-5700
NJ Society of CPAs (NJSCPA Education Foundation, Inc.) 973-226-4494 (215)
Noble Royalties (972)720-1888 (6556)
Norfolk - Tidewater Chapter Society of Financial Service Professionals 757-420-9600
Norfolk & Plymouth Estate & Business Planning Council 617-773-0026
North Arkansas College (870)391-3160
North Central Pennsylvania Estate Planners Council (570)546-2211 (1271)
North Coast Estate Planning Council 419-609-3494
North Dakota Bankers Association 701-223-5303
North Texas Chapter, National Committee on Planned Giving 214-221-5170
North Texas IMCA Chapter (214)706-6584
NorthCoast Brokerage Agency, Inc. 216-566-7400
Northeastern Michigan Estate Planning Council 989-791-3880
Northern California Planned Giving Council 415-738-8438
Northern Trust Company - PFS 312-444-4128
Northstar Educational Services (406)248-7970
Northwest Christian Community Foundation 503-892-6264
Northwest Trustee & Management Services (509)466-3024
Northwestern Mutual Life Insurance Company 414-665-2565
Northwood University (989)837-4479
Notre Dame Tax & Estate Planning Institute - Notre Dame Law School 574-631-6749
Nova Home Loans (877)335-6682
Nuveen Investments (312)917-7908
NWA Estate Planning Council (479)361-4624
OBS Financial Services, Inc. 419-482-4570
O'Diam & Stecker Law Group, Inc. (937)458-0574
Odin, Feldman & Pittleman, P.C. (703)218-2100
Oglethorpe University 404-364-8346
Ohio National Financial Services (513)794-6387
Ohio Northern University 419-772-2231
Ohio Society of Certified Public Accountants 614-764-5880
OHIO STATE BAR ASSOCIATION - CLE INSTITUTE 614-487-4432
Ohio State University 614-688-3819
Oklahoma City Community Foundation, Inc. 405-606-2914
Oklahoma Medical Research Foundation 405-271-8646
Oklahoma Society of CPAs 800-522-8261 (3816)
OM Securities LLC (312)488-4346
On-Site Insurance School NY 516-887-7644
Oppenheimer Funds, Inc. (800)334-8322 (5297)
OptionMonster Media, LLC (312)488-4400
Orange County Estate Planning Council 858-874-7855
Oregon Community Foundation 503-944-2103
Oregon Health & Science University Foundation 503-412-6366
Oregon Society of Certified Public Accountants 503-597-5483
Orinda Asset Management (925)253-1300
Oxford Financial Group, Ltd. 317-805-5064
PA Society of Public Accountants 717-737-4439
Pace Capital Resources, LLC 404-843-8618
Pacer Financial 610-644-8100
Pacific Life - Retirement Solutions Division 800-711-9484
Pacific Life Insurance Company 800-334-8322 (5266)
Pacific West Securities, Inc. 425-687-4231
Palm Beach Planned Giving Council 561-683-8751
Pardee Memorial Hospital Foundation, Inc. 828-696-4664
ParenteBeard LLC (215)972-0701
Pareto Systems (877)677-4585
Partnership for Philanthropic of Los Angeles (PPP-LA) 949-715-5400
Partnership for Philanthropic Planning 317-269-6274
Partnership for Philanthropic Planning Lone Star Council 817-257-5033
Partnership for Philanthropic Planning San Antonio 210-386-7637
Partnervest Financial Group, LLC 805-966-1266 (153)
PASS Online 817-252-4253
Payden and Rygel Investment Counsel 213-830-4210
PEAK (800)514-9116
Penn Mutual Life Insurance - CA 877-593-3366
Penn State Abington 215-881-7402
Penniall & Associates, Inc. (626)795-3062
Pennsylvania Bankers Association 717-255-6939
Pennsylvania Institute of CPAs (PICPA) 215-972-9272
PENNSYLVANIA SECURITIES COMMISSION 717-705-2961
PenServ, Inc. (903)455-5500 (5061)
Pension Focus Conference (800)234-9584
Pension Services Corporation (808)946-0355
Pentera Group, Inc. 317-545-2711
People to People Citizen Ambassador Programs (509)568-7508
Peoples Income Tax, Inc., DBA The Income Tax School (804)204-1040
Perfect Creation, Inc. d/b/a/ iPEC Coaching 732-982-8155 (706)
Performance Trust Capital Partners, LLC (312)521-1105
Pershing LLC 610-695-9150 (8824)
Personal Financial Planning; University of Missouri 573-882-9651
PG Calc Incorporated (888)474-2252
Philadelphia Estate Planning Council 856-234-0330
Philadelphia Foundation 856-234-0330
Pimco - California 949-720-6113
Pimco Investments, LLC (800)387-4626
Pinnacle Advisory Group 410-995-6630
Pinnacle Equity Solutions 781-821-2608
Placer Community Foundation (530)885-4920
PlainTalk Inc. (425)281-1493
Plan Your Legacy 585-419-2327
Planned Giving Council - Eastern Wisconsin (262)844-2604
Planned Giving Council - Oklahoma 405-606-2914
Planned Giving Council of Houston (713)348-6206
Planned Giving Council of Indian River, Inc. 772-978-5574
Planned Giving Roundtable - Colorado 303-932-6168
Planning 4 Longevity (631)239-3337
Planning Corporation of America 800-248-8863
Plante Moran Financial Advisors 517-336-7505
Plaza Home Mortgage, Inc 858-812-0307
PNC Wealth Management (414)270-7911
Polycomp Administrative Services, Inc. (916)773-3480 (3016)
Porter County Community Foundation, Inc. (219)465-0294
Portfolio Concepts 414-259-8021
Poudre Valley Health System Foundation 970-495-7402
Preferred Systems, Inc. 814-456-0406
Prescott Estate Planning Council (928)445-1673
PriceWaterhouseCoopers LLP 972-334-0484
Pride Planners (222)555-1234
Principal Life Insurance Company (800)334-8322 (5297)
Private Client Services, LLC
Professional Business Management, Inc. 847-382-3206
Professional Education Services LP 800-990-2731
Professional Tax Institutes Inc. 785-537-1121
Profile Investments - Financial Institute (888)327-6179
ProFunds Group (301)634-4362
Protected Tomorrows Inc. (847)522-8086 (245)
Protective Life Insurance Company 877-593-3366
Providence Health System in Oregon - Medical Foundations 503-216-2252
Provident Capital Management,Inc.
Prudential Annuities Life Assurance Corporation 877-593-3366
Prudential Investments 973-367-4324
Purdue University Income Tax School 765-494-4241
Putnam Investments 919-653-5262
Pyke & Associates, P.C. (770)507-2500 (823)
Queens University of Charlotte 704-688-2838
Quest Continuing Education Solutions 877-593-3366
Rack & Olansen, P.C. 757-605-5000
Rady Asset Management (858)202-5134
Rady Children's Hospital Foundation (858)966-5804
Randall Roth 808-956-7386
Rapka & Rapka, CPAs (732)938-3200
Ray, Quinney & Nebeker (801)323-3403
Raymond James Consulting Services 727-567-4429
Raymond James Financial Services, Inc. 727-567-2045
RBS (203)897-4828
Real Estate Investment Securities Association (REISA) (317)663-4174
Realty Capital Securities, LLC (857)350-9569
Redwood Mortgage (650)365-5341 (212)
REEF OIL & GAS PARTNERS,L.P. 602-909-7575
RegentAtlantic Capital, LLC 973-425-8420 (224)
Regions Morgan Keegan Trust (901)818-7625
ReGroup, LLC (415)681-2230
Renaissance, Inc. 800-479-5142 (5249)
Renton Community Foundation (425)282-5199
Resource Consulting Group 407-422-0252
Retiree Income LLC (443)822-5615
Retirement Investment Advisors / CPA Law Forum of Oklahoma (405)842-3443
Retirement Options, LLC 860-487-9081
Retirement Resource Center (847)686-0440
Reverse Mortgage Direct LLC. (425)216-0523
RIA Compliance Consultants, Inc. (877)345-4034 (110)
RIA Database (704)543-4554
Richmond Jewish Foundation 804-545-8656
Rinehart Wealth Management (704)374-0646
RMB Capital Management, LLC (312)993-5800
Robert W. Baird & Co. Incorporated 414-298-2409
Rochdale Investment Management - NY 800-245-9888
Ronald Blue & Co. (770)280-6083
Rothamel Bratton, LLC (856)857-6000 (106)
RPS Plan Administrators (303)369-7886 (121)
Russell Investments Group 877-593-3366
Rutgers University, Institute for Management and Executive Development 856-225-6685
Ryan Insurance Strategy Consultants (800)796-0909
S&P Indices (212)438-4757
Sacramento Estate Planning Council (916)924-7527
Sage Advisory Services, Ltd., Co. (512)327-5530
Sage Rutty and Company, Inc. 585-512-2340
Saint Paul Foundation (800)875-6167
Salient Wealth Management, LLC 415-526-2900
Salt Lake Estate Planning Council (801)323-5996
Salvation Army - Eastern Michigan Division (248)200-3446
San Antonio Estate Planners Council 210-822-6600
San Francisco Estate Planning Council 925-686-4819
Sandi Kruise Insurance Training 800-517-7500 (301)
Sansum Diabetes Research Institute (805)682-7638
Santa Barbara Estate Planning Council (805)564-7977
Santa Barbara Foundation (805)963-1873
Santa Clara University School of Law 408-554-5473
Sarasota Capital Strategies, Inc 888-888-8888
Sarasota Memorial Healthcare Foundation
Savannah Estate Planning Council, Inc (912)233-3602
Savingforcollege.com, LLC (585)286-5426
Schenck SC
Schwab Charitable Fund (415)667-9139
Seattle Childrens Hospital Foundation 206-987-4832
Securian Financial Services 651-665-1732
Securities America, Inc. 800-747-6111 (5115)
Securities Industry and Financial Markets Association (212)313-1256
Securities Training Corporation 800-782-2678 x204
Security Mutual Life Insurance Company of New York (800)346-7171 (7375)
SEI Investments 610-676-4305
Senior Insurance Training Services 800-460-7487
SES Advisors 215-508-1600 (243)
ShareFile, Citrix Systems, Inc. (919)809-7120 (Omernik)
Shinnecock Partners (424)248-1800
Signature Advisors Group, Ltd. 847-545-8070 (109)
SignatureFD, LLC (404)253-7618
Signet Mortgage Corporation (925)807-1500 (303)
SIP America (203)918-4476
Smedley Financial Services, Inc (800)748-4788
Smith and Condeni, LLP 216-771-1760
Smith Hayes Financial Services Corporation (800)279-7437
SNW Asset Management (206)689-2720
Social Investment Forum (888)240-5913
Social Security Administration (866)931-7057 (22607)
Society FSP - Houston Chapter (713)526-5331
Society of Certified Retirement Financial Advisors (CRFA) 405-376-9976
Society of Certified Senior Advisors 800-653-1785 (124)
Society of Financial Service Professionals (916)771-9333
Society of Financial Service Professionals - Boston Chapter 617-266-1919
Society of Financial Service Professionals - Buffalo Chapter 716-860-5478
Society of Financial Service Professionals - Central Illinois Chapter 309-821-2918
Society of Financial Service Professionals - Cincinnati Chapter 513-554-3062
Society of Financial Service Professionals - Columbus Chapter 614-221-1900
Society of Financial Service Professionals - Delaware Chapter 302-654-5451 (144)
Society of Financial Service Professionals - Detroit Chapter 248-538-7654
Society of Financial Service Professionals - Eastern Iowa Chapter 319-363-2653 (137)
Society of Financial Service Professionals - Eastern New York Chapter (518)495-3267
Society of Financial Service Professionals - Greater Chicago Chapter 630-571-8030
Society of Financial Service Professionals - Greensboro Chapter 336-389-9922
Society of Financial Service Professionals - Hartford Chapter 860-467-7001
Society of Financial Service Professionals - Hawaii Chapter 808-394-3451
Society of Financial Service Professionals - Kansas City Chapter (913)381-4458
Society of Financial Service Professionals - Milwaukee Chapter (414)276-7340
Society of Financial Service Professionals - National Chapter 610-526-2521
Society of Financial Service Professionals - North Jersey Chapter 877-999-7377
Society of Financial Service Professionals - Omaha Chapter 402-397-0280
Society of Financial Service Professionals - Oregon Chapter 541-683-7012
Society of Financial Service Professionals - Palm Beach County Chapter (561)588-5444
Society of Financial Service Professionals - Quad City Chapter (800)322-9805 (7348)
Society of Financial Service Professionals - Rocky Mountain Chapter (720)295-9028
Society of Financial Service Professionals - Seattle Chapter 206-285-7608
Society of Financial Service Professionals - South Jersey Chapter 856-596-4830 (2538)
Society of Financial Service Professionals - Southwest Michigan Chapter 269-373-9090
Society of Financial Service Professionals - Tampa Bay Chapter 813-243-1015
Society of Financial Service Professionals - Twin Cities 651-815-0668
Society of Financial Service Professionals - Utah Chapter 801-595-1730
Society of Financial Service Professionals, Central Iowa Chapter (515)321-7355
Society of Financial Service Professionals-Arkansas Chapter (501)565-1733
Society of Financial Services Professionals - New Mexico Chapter 505-344-1100
SourceMedia, Inc. (212)803-8306
South Bay Estate Planning Council 310-375-6300
South Carolina Association of CPAs
South Carolina Bankers Association (803)779-0850
South Carolina Society of Accountants (803)540-7522 (7501)
South Placer Estate Planning Council
South Texas Money Management, Ltd 210-824-8916 (102)
Southern Arizona Estate Planning Council 520-881-1778
Southern California Institute (858)200-1911
Southern Delaware Estate Planning Council 302-855-9505
Southern Federal Tax Institute Inc. 770-640-8300
Southern Minnesota Estate Planning Council, LLC (507)831-4400
Southern Nevada Estate Planning Council 702-791-6135
SouthWest Benefits Association
Southwest Florida Community Foundation (239)274-5900
Spidell Publishing 714-776-7850
SQN Capital Management (212)422-2166
Squillace & Associates, P.C. 617-716-0300
St. Louis Children's Hospital 314-286-0970
St. Luke's Health Foundation 208-381-2123
St. Mary's University 201-436-3413
Standard & Poor's 212-438-4036
Stapleton Law Firm (434)293-7788
State Association of County Retirement Systems (SACRS) 916-441-1850
State Street Global Advisors (617)664-2688
Steben & Company, Inc. 800-310-1729
Sterling Foundation Management (888)567-3090
Stetson University College of Law (727)562-7800 (7225)
Steven Reents 770-533-6065
Stevens Wealth Management, LLC (847)282-9910
Stock Yards Bank & Trust 502-625-9132
StoneRiver RegEd 800-334-8322
stopbuyingthebull (307)462-4480
Strasburger & Price, LLP (214)651-2308
Stratagee 814-757-5033
Strategic Capital Holdings LLC (949)429-6600
Strategies For College, Inc. 603-298-9832
Stratus Financial Partners (951)823-8100 (119)
Strauss & Troy (513)621-2120
SUCCESS SYSTEMS INSTITUTE LLC 800-229-2122
Sudden Money Institute 888-838-9446
Suemori & Inouye, Inc. dba SI GROUP Certified Pension Consultants (808)748-7700
Sullivan, Bruyette, Speros & Blayney, Inc. 703-734-9300
Summit Area YMCA (908)273-4270
Summit Financial Resources L.P. (973)292-3703
Summit Portfolio Advisors, LLC 303-320-0167
Sun Life Assurance Company of Canada 859-692-2263
SunAmerica Life Insurance Company 877-593-3366
SunTrust Banks Inc. 404-813-5532
Surgent McCoy CPE, LLC 610-994-9606
Susquehanna Valley Estate Planning Council
Sutter Roseville Medical Center Foundation (916)733-3863
Swank Capital, LLC (214)635-1687
Swingle Collins & Associates (214)930-5627
SWMC Foundation
Symmetry Partners, LLC 860-734-2010
Syverson Strege & Company 515-225-6000 (109)
Tampa Bay Research Institute, Inc. (727)576-6675 (131)
Tandy Center for Executive Education (817)257-6033 (6033)
Tanner & Guin, LLC 205-633-0234
Target Insurance Services, Inc. 800-999-3026 (2267)
Tarrant County Bar Association 817-338-4092
Tax Education Inc. (314)336-1123
Tax Insight, LLC 608-831-1040
Tax Seminars.com, Inc. 847-698-1100
TD Ameritrade 402-970-4581
TEAM Financial Managers (800)418-8326
Tech Valley Chapter of the Institute of Management Accountants (518)280-0030
Technical Securities Analysts Association (510)759-5014
Tennessee Bankers Association 615-244-4871
Texas A&M Univ - Dept of Agricultural Economics 979-862-2527
Texas A&M University-Commerce 214-394-7392
Texas Bankers Association Trust Financial Services Division 512-472-7391
Texas Christian University - Office of Extended Education 817-257-6352
Texas Society of CPAs CPE Foundation Inc 800-428-0272 (665)
Texas Tech Personal Financial Planning (806)742-5050 (227)
The Academy of Multidisciplinary Practice, Inc. 941-308-0070
The Achievement Group (866)845-5292 (19)
The Affluence Group, LLC (410)472-6490
The Alliance of Insurance & Financial Professionals, Inc 212-221-3500
The American College 610-526-1357
The Andersen Firm, A Professional Corporation
The Applied Finance Group, Ltd. (312)362-9903
The Association Office 419-381-1717
The Barton Law Firm, LLC 573-446-7350
The Benefit Practice 203-517-3502
The Bernstein Law Group, PC 978-825-0033
The Boston Foundation 617-338-1218
The Catholic Foundation (866)298-8893
The Cleveland Foundation
The Collaborative Law Institute of Texas (817)685-7570
The Community Foundation of Louisville, Inc. (502)585-4649 (1015)
The Community Foundation of Muncie and Delaware County 765-747-7181 (11)
The Community Foundation of Sarasota County
The Community Foundation of Western North Carolina 828-254-4960 (101)
The Corporation for Long-Term Care Certification, Inc. 866-339-3900
The Dale Law Firm, PC (925)826-5585
The Dallas Foundation (214)741-9898 (107)
The Denver Foundation 303-300-1790
The Dolgoff Plan Corporation (954)346-4007
The Emotional Investor (651)221-5712
The Entrust Group 510-587-0950 (246)
The Estate and Financial Planning Council of Central New Jersey 732-914-3071
The Estate Planning Center (618)548-3729
The Fairman Group LLC 610-889-7300 (117)
The Family Firm 301-656-3999
The Financial Planning Institute for Continuing Education/Ken Zahn Tampa
The First National Bank of Layton (801)544-4241
The Greater Cincinnati Foundation 513-241-2880
The Greater Pine Belt Community Foundation (601)264-0946
The Haslett Management Group, Inc 703-709-1160
The Heritage Institute, LLC (503)771-2257
The Houston TSCPA Foundation 713-622-7733
The Kinder Institute of Life Planning 978-486-8053
The Laiderman Law Firm, P.C. (314)514-9100 (Schafer)
The Law Offices of Douglas A. Fendrick 856-489-8388
The Law Offices of Michael Cherewka 717-232-4701
The Legacy Companies, LLC (781)740-0033 (28)
The Legend Group, Inc. 561-694-0110 (122)
The MandMarblestone Group, LLC (215)222-5000
The MandMarblestone Group, LLC (215)222-5000
The Marin County Estate Planning Council 415-461-2110
The Minneapolis Foundation 612-672-3825
The Money Coaching Institute 707-782-9044
The National Alliance for Insurance Education and Research
The Natovitz Group, Inc.
The Newport Group 407-531-5938
The Pittsburgh Foundation 412-394-2606
The Retirement Advisor University (TRAU at UCLA Anderson School of Management Executive Education) (561)228-5428
The Rhode Island Foundation (401)427-4040
The Salvation Army 551-427-8302
The Salvation Army in Central Ohio 614-437-2145
The Sandidge Group (732)577-0855
The Seattle Foundation 206-515-2108
The Seminar Group 206-463-4400
The Society of the Roman Catholic Diocese of Lafayette 337-261-5641
The Stewardship Alliance, LLC (812)386-9170
The Strategic Counsel, L.C. 813-286-1700
The Sydney Law Firm PC (818)594-0500
The University of Montana, Continuing Education 406-243-6509
The Vanguard Group, Inc. 610-669-9417
The Wiewel Law Firm (512)480-0080
Thomas F. Taylor Advisory Services (919)285-3721
Thornburg Investment Management 505-467-7230
Thrivent Financial for Lutherans (612)844-5487
Toews Corporation (877)863-9726
Tolleson Wealth Management 214-780-2561
Top Producer International 440-974-0808
Topeka Community Foundation (785)272-4804
Total Rebalance Expert (619)294-4879
Totally Coached, Inc. 480-515-5220
Trademark Capital (727)848-8950 (214)
Transamerica Occidental Life Insurance Co. 213-742-3247
TRI Seminars Inc. 301-972-3600
Triad Advisors, Inc. (770)840-0363
Trinity Financial Partners 909-481-4000
Trouette Insurance, LLC 925-327-1020
TRUEPOINT CAPITAL 513-792-6648
Trust Company of America 303-705-6095
Trust Company of the West (213)244-0582
Trust Education Foundation, Inc. 910-893-1387
Trustmont Financial Group, Inc. (724)468-5665
Tucker Arensberg, P.C. (717)221-7983
U.S. Bank 312-325-8945
U.S. Energy Development Corporation (800)636-7606 (202)
U.S. Trust Bank of America Private Wealth Management 209-795-2845
U.S. Wealth Management, LLC 781-849-9200 (253)
UBS Financial Services Inc. Business University 201-352-2756
UCLA Extension, Department of Business and Management 310-206-1708
UJA - Federation of Jewish Philanthropies of New York Inc.
Unified Trust Company 859-296-2444 (281)
Union Bank/College Savings Plan Group
United Jewish Federation - Northeastern New York 518-783-7800 x230
United Way - Miami-Dade 305-646-7007
University at Buffalo School of Management 716-645-3200
University of Alabama - College of Continuing Studies 205-348-4260
University of Dayton School of Business Administration 937-229-4761
University of Georgia Center for Continuing Education (706)542-6910
University of Hawaii Foundation, Estate and Gift Planning 808-956-8034
University of Illinois Tax School 217-333-0502
University of Iowa Foundation 800-648-6973
University of Louisville 502-852-4820
University of Massachusetts (413)545-5715
University of Miami School of Law 305-284-4762
University of Michigan 734-647-2791
University of Missouri - Kansas City School of Law Continuing Legal Education 816-235-1648
University of Montana - School of Law
University of Nebraska - College of Law 402-472-1258
University of North Carolina at Charlotte - Extended Academic Programs 704-687-7193
University of Puget Sound 253-879-3482
University of Richmond - School of Law 804-289-8186
University of San Francisco (415)422-4334
University of South Alabama Center for Continuing Education (251)405-9930
University of South Florida - Division of Continuing Education 813-974-4985
University of Texas School of Law 512-232-1212
University of Vermont Extension 802-524-6501
University of Wisconsin - Marathon County (UWMC), Continuing Education 715-261-6309
Upstate Forever
US Global Investors, Inc. (210)308-1277
USAA Financial Planning Network (210)452-1786
USC, Gould School of Law, Continuing Legal Education 213-743-1772
Valencia College (407)582-6716
Valeo Financial Advisors, LLC (317)218-6000
van den Beemt Financial Consulting (410)472-9043
Vanderbilt Law School (615)343-5806
Veralytic (888)908-8242
Vermont Tax Seminar, Inc. 802-865-5202
Vern Hoven Tax Seminars 253-265-1040
Victoria Area Estate Planning Council (361)578-2496
Vincennes University Foundation 812-888-4510 (6221)
Virginia Society of CPAs (804)612-9418
Virginia Society of Enrolled Agents 804-340-5225
Virtual Office News LLC 877-777-0600
Virtus Investment Partners 860-263-4788
Vision Service Plan (VSP) 800-711-9484
Visiting Nurse Association and Hospice Foundation, Inc. 772-978-5574
VSR Financial Services Inc. (913)498-2900
Waddell & Reed Financial, Inc. 913-236-1526
Wall Street Instructors, Inc. 954-764-0254
Washington Bankers Association 206-344-3475
Washington State Bar Association (206)727-8293
Waukesha County Estate Planning Council, LTD (262)337-1007
Wealth Advisor Publishing, Inc. 412-548-1387
Wealth Strategies Institute, LLC 413-527-2516
WealthCounsel Advisors Forum, LLC 800-635-5078 (823)
WealthCounsel, LLC 888-659-4069 (823)
Weaver and Tidwell, LLP (817)332-7905
WebCE, Inc. (800)488-9308
Weiss Berzowski Brady LLP (414)270-2559
Wells Fargo - Funds Management LLC 919-653-5262
Wells Fargo Advisors (908)928-1128
Wells Fargo Advisors
Wells Fargo Bank - The Private Bank
Wells Fargo Home Mortgage (561)616-2668
Wells Fargo Reverse Mortgage (415)630-0403
Wells Fargo Wealth Management (612)316-1377
Werntz & Associates, Inc. 318-797-2554 (164)
West Georgia Health Foundation, Inc. 706-845-3030
West River Estate & Financial Planning Council (877)274-8840
Western Connecticut Estate & Tax Planning Council (203)788-1982
Western CPE
Western Dakota Estate Planning Council
Western Pension & Benefits Conference - Orange County Chapter 949-472-4148
Westland Financial Services (800)238-8144 (129)
Wheeling Jesuit University 304-243-2250
Wichita Estate Planning Council 316-218-0729
Widener University School of Law
WIFS - Cincinnati Chapter 513-505-2548
Willamette Valley Estate Planning Council 503-566-1816
William Blair & Company 312-364-8390
Williams Mullen
Willis Law (800)610-6938
Wilmington Trust Company
Window to the World Communications, Inc. 773-509-5553
Wipfli Hewins Investment Advisors (608)661-2643
Wisconsin Institute of Certified Public Accountants (800)772-6939
Withum Smith & Brown, PC 609-520-1188 (1208)
Women's Estate Planning Council (303)757-4342
Women's Foundation of Greater St. Louis (314)692-7551
Wood, Atter & Wolf, P.A. 904-355-8388
Woods Oviatt Gilman LLP 585-987-2822
Woolf, McClane, Bright, Allen & Carpenter, PLLC (865)215-1000 (2034)
WorldatWork 480-304-6836
Worthington Estate Planning Council 614-404-3757
WRP Investments Inc. 800-589-2023 (288)
Wyoming Community Foundation (307)721-8300
Yellowstone Boys and Girls Ranch Foundation 406-656-8772
YieldQuest Investment Group, LLC 404-442-2270
YMCA of San Diego County 858-292-4034 (105)
YPA360, LLC (626)487-8738

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