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- EIN 84-1077808
- (303) 450-0515
- Po Box 460445 Aurora CO 80046-0445 USA
- www.cofpa.org
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Nonprofit Overview
Causes: Chambers of Commerce & Business Leagues
Mission: Provides education for financial planners and public in financial planning and ethics.
Programs: Provides education on financial planning topics, including ethics,through regular chapter meetings to an average of 70 attendees (approx 700 annually).
hosts an annual symposium for 100-150 participants covering industry changes and best practices for financial planners.
pro bono efforts including annual financial planning day serving over 300 families; hosting a variety of public events at no cost--through presentations, free financial planning and consultations, answering money-line 9 phone calls serving over 800 individuals throughout the year.