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Professional Education and Certification for Financial and Estate Planners

Every indexed organization working in the activity groups below — who they are, where they operate, and the approaches they share.

01 Professional Education and Certification for Financial and Estate Planners · 77 activities edit slice
48
orgs
77
activities
21
strategies
NY
epicenter
the opening take
This slice touches 48 organizations and 77 activities — American Society of Tax Problem Solvers, ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, Estate Planning Council of Rochester, COMMITTEE OF BANKING INSTITUTIONS ON TAXATION and others. Activity concentrates in New York (100%). The field's most common shared approach is "Peer-Led Capacity Building", run by 8 orgs.
who to look at first

Shortlist

Ranked by activity breadth, method diversity, and network reach across the slice. Attach a memo to this report and this list re-ranks around your intent.

where this slice is thin

Gap signals

Concrete structural gaps — method mix, geographic concentration, coalition density, funder diversity. Evidence is cited from the slice's own numbers.

where the field lives · works

Geography

Orange headquarters dots are sized by how many grantees are based in the state. Green circles mark real locations these orgs say they serve — from city-level populations in this slice's impact_map_populations data. Toggle layers at the bottom right.

regional breakdown · hq density
New York 100% · 48 orgs
who's here

Organizations in this field · 48

sort by
direct service advocacy research capacity building
where the money comes from

Funders already active in this field

Funders named as a funding source on these orgs' own materials. The count is the number of orgs in this slice that cite them — higher means a funder with demonstrable commitment to the field.

Advertisers 1
Earned
CPA Academy 1
Corporate
Deutsche Bank Wealth Management 1
Corporate
Members 1
Individuals
PwC 1
Corporate
SIFMA 1
Corporate
South Dakota Trust Company 1
Corporate
Truist Bank 1
Corporate
UWM 1
Corporate
United States Department of Labor 1
Government
how the field thinks

Strategies in this slice

Theories of action extracted from the orgs in this slice. The count is how many orgs cite each one — a strategy run by many orgs in common is a through-line; one cited by a single org is still surfaced so the reader can gauge the full spread.

where strategy meets practice

Strategies × activity types

How each shared strategy breaks down across the four activity types the orgs running it actually do.

direct service
advocacy
research
capacity building
Peer-Led Capacity Building
9
7
Professional Development Through Education
5
5
Interdisciplinary Collaboration
4
8
Collective Knowledge and Advocacy Network
6
1
Professional Standardization Through Certification and Peer Validation
3
Unified Industry Voice
1
1
Collaborative Network Model
1
Collective Standards Development
1
who works with whom

Named partnerships · coalitions · networks

Entities these orgs explicitly call out as partners, coalition members, or networks — relationships the orgs claim on their own sites.

AICPA Partner
shared by 3 orgs
IRS Government
shared by 3 orgs
Internal Revenue Service Government
shared by 3 orgs
NAEPC Network
shared by 3 orgs
National Association of Estate Planners & Councils Network
shared by 3 orgs
YourMembership Partner
shared by 3 orgs
LinkedIn Partner
shared by 2 orgs
NASBA Government
shared by 2 orgs
NASBA Partner
shared by 2 orgs
National Association of State Boards of Accountancy Government
shared by 2 orgs
New York State Department of Financial Services Government
shared by 2 orgs
The New York Community Trust Partner
shared by 2 orgs
1 Terra Vita Group Partner
shared by 1 org
AAANZ Partner
shared by 1 org
ADP Partner
shared by 1 org
AGMB Law Partner
shared by 1 org