Advertising. opportunities. partner with us

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1 Advertising opportunities partner with us 2014 FPAnet.org/PartnerwithFPA

2 About FPA The Financial Planning Association (FPA ) is the largest membership organization for CFP professionals in the U.S. and also includes those who support the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS, educators, financial services professionals, students and more; the organization is compensation neutral and represents those from diverse backgrounds and business models. FPA s unparalleled network of chapters encourage professional development and networking on a local level through a nationwide network of nearly 100 chapters. Contact Us Jeffrey Hensal Director Corporate Relations/ Business Development Manager Eastern Region jeffrey.hensal@fpanet.org , Ext lucy solomon Internal Sales Consultant lucy.solomon@fpanet.org , ext Christian Mills Manager Western Region Corporate Sales/Sponsorships christian.mills@fpanet.org , Ext Jess Sodman Manager Strategic Alliances Member Discount Program jessica.sodman@fpanet.org , Ext

3 FPA Member/Journal Reader Profile FPA Member/Journal Reader Profile For companies who want to generate quality leads, recruit the best talent or promote their product, service or brand FPA has a variety of advertising and sponsorship opportunities to reach this elite audience. [The Journal] is the only magazine I read regularly and usually cover to cover. It has relevant, intelligent, thought-provoking information, ideas and education. It is one of the best benefits of my FPA membership. -Brenda Freiderich, FPA Member Experienced Professionals Average years as a planner/adviser: 17 years 75% are Registered Investment Advisors (RIAs) Members/subscribers control over $3.2 trillion in client assets Average amount of assets readers personally manage: $70 million Members/subscribers annually invest over $6.2 billion for clients Average amount of assets readers personally invest: $15 million Source: Signet Research 2013 Subscriber Study 2

4 FPA Member/Journal Reader Profile Experienced Leaders 80% of subscribers are in decision making positions Owner/Partner of Firm... 41% President/CEO of Firm... 22% Director/Vice President/Manager...17% [The Journal] is my top priority to read when it comes to trade magazines. The most intellectual content of any other, which sets it apart. -Wakefield Hare, FPA Member Compensation Fee Advisers... 79% Fee Only... 43% Fee Based... 36% Commission...3% Salary...18% Source: Signet Research 2013 Subscriber Study 3

5 JOURNAL OF FINANCIAL PLANNING Publisher s Positioning Statement For over 30 years, the award-winning Journal of Financial Planning has introduced financial professionals to history-making concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the objectivity of this FPA publication and the peer-reviewed content of our print and digital editions. As nearly 80 percent of our audience includes CEOs, partners and sole proprietors the Journal is the leading provider of thought leadership to key financial industry decision makers. The Journal is a valued media resource keeping readers close to the pulse of the financial marketplace and offers valuable, in-depth planning and investment ideas readers can use to effectively address their clients financial needs. This caliber of information uniquely positions the Journal as an important tool within the financial planning marketplace. Reader Profile The Journal of Financial Planning is published monthly and distributed to more than 40,000 financial planning professionals. Among the Journal readers who are actively serving clients, the average total value of the assets they manage on behalf of their clients is $70 million. Journal readers are experienced financial professionals, managing portfolios comprised of varied investments and sizable assets. Many Journal subscribers have similarly commented on the importance of the Journal: A high quality resource. One of the go-to publications with strong content in our industry. Many others are watered down. This is the one magazine I read every month. The rest I read only if I have time. -Ross Ramsey, FPA Member 4

6 JOURNAL OF FINANCIAL PLANNING Exclusive Audience 20% of Journal subscribers DO NOT RECEIVE the other trade publications. Other publications Journal subscribers personally receive: Financial Planning... 60% Financial Advisor... 56% Investment Advisor... 45% InvestmentNews...40% Registered Rep... 24% None of these... 20% Active Planners Products recommended by readers Mutual Funds... 78% Annuities... 72% 529s/College Savings Products... 70% REITs (Any)...61% Exchange Traded Funds (ETFs)... 60% Life Insurance... 57% Fixed Income Products/Funds... 55% Long-Term-Care Insurance... 53% 401(k) Plans... 46% Retirement Products... 41% Small Business Retirement Plans.. 38% Other Alternative Investments*... 24% *Commodities, Currency, ETNs, Funds of Funds, Land, etc. Source: Signet Research 2013 Subscriber Study advertising opportunities Print Journal of Financial Planning Advertisement Digital FPAnet.org/ Professionals and Journal Online Advertising 5

7 JOURNAL OF FINANCIAL PLANNING 2014 Editorial Calendar Editorial Focus Insertion Deadline Materials Deadine January February March April May June July August September October November December Technology: How technology affects the planner-client relationship. 12/6/13 12/12/13 Ethics and Standards of Care: Comparing fiduciary and suitabilility standards and a look at commonly held beliefs on ethical practices 1/9/14 1/2/14 Insurance: Annuities, life insurance products and strategies, disability, long-term care and health insurance Bonus Distribution FPA Business Solutions Conference 2/6/14 2/12/14 Unique Planning Situations: Planning for same-sex couples (post-doma planning) Cross-border planning; Special needs planning, etc. 3/7/14 3/12/14 Behavioral Finance: Empirical evidence showing the effectiveness of behavioral finance concepts to the financial planning practice Bonus Distribution FPA Retreat /10/14 4/16/14 Trends In Investing: REITs, alternative investments, international investing 5/8/14 5/14/14 Marketing: Social media strategies and techniques; Effective marketing plans and strategies 6/4/14 6/11/14 Health Care: The latest on planning implications of the Affordable Care Act. Helping clients become smart health care shoppers 7/11/14 7/16/14 Tax Planning: Creating tax efficiency for 2015; estate tax planning issues and strategies; income tax planning issues and strategies 8/8/14 8/13/14 Retirement Special Feature: A retrospective of Bill Bengen s original, groundbreaking research on retirement withdrawal rates Bonus Distribution FPA Experience /10/14 9/16/14 Client Trust & Communication: Communication skills and creating client-centered trust relationship. Bonus Distribution FPA Chapter Leaders Conference /8/14 10/15/14 Compliance/Regulation: Annual compliance/regulatory update making sense of current rules/regulations 11/7/14 11/12/14 Traditionally, the theme of the issue is related only to a feature-style cover story. Special sections will feature additional original research and additional articles tied to the theme. Please be aware that this calendar is subject to change without notice. 6

8 JOURNAL OF FINANCIAL PLANNING 2014 Advertising Rates Display Advertising (gross) FPA Institutional Members receive a 20% discount on advertising rates Ad Size Color 1X 3X 6X 9X 12X Full Page $6,825 $6,585 $6,450 $6,315 $6,015 2/3 Page $5,805 $5,595 $5,485 $5,368 $5,110 1/2 Page $4,645 $4,475 $4,390 $4,295 $4,090 1/3 Page $3,020 $2,910 $2,855 $2,790 $2,660 Spread $13,650 $12,510 $12,255 $11,995 $11,430 Cover 2, Page 1 Spread $16,380 $15,145 $14,835 $14,525 $13,835 Cover 3 $7,510 $7,245 $7,095 $6,945 $6,615 Cover 4 $7,845 $7,575 $7,420 $7,260 $6,920 All rates quoted are in gross cost. Published monthly, 12 times per year. Classified Advertising Ad Size B&W 1X 3X 6X 9X 12X 1 x 1 column $330 $315 $300 $285 $270 2 x 1 column $650 $625 $600 $575 $550 3 x 1 column $925 $895 $865 $835 $805 Color Rates 4-color: +$110, 2 color: +$85 Classified Specifications Classified page format is 3 columns x 9 inches deep 1 column = 2.25 inches Display Ad Specifications Full page: Bleed size 8 5/8 x 11 1/8 Trim Size 8 3/8 x 10 7/8 Live area 7 3/8 x 9 7/8 2/3 page 4 1/2 x 9 1/2 page island 4 1/2 x 7 1/2 page horizontal 7 x 4 1/2 1/3 page vertical 2 1/8 x 9 1/3 page square 4 1/2 x 4 1/2 2 page spread: Bleed size 17 x 11 1/8 Trim size 16 3/4 x 10 7/8 Live area 16 1/4 x 9 7/8 Binding: Perfect Bound Shipping Instructions: Files may be sent via CD-ROM, FPA DVD or electronically, Institutional as long as hardcopy Members proofs are also shipped. For electronic data transfer, contact the advertising coordinator for login details at Advertising@FPAnet. get a org when 10% files are ready fidiscount to be uploaded. Ship on Material to: Journal advertising of Financial Planning, Attn: rates Art Director, 7535 E. Hampden Avenue, Suite 600, Denver, Colo , ext

9 DIGITAL advertising/sponsorships FPANET.ORG Digital Display Advertising FPAnet.org/Professionals Website FPA s professional website is an effective way to reach the FPA member advisers and planners as well as other planning professionals who are seeking up-to-date information, resources, strategies and ideas to help them better help their clients. Advertising placements are available throughout the site and run consistently for a full month. FPAnet.org/Journal Available Inventory Side Rectangular Banner 1: (300 x 250) $1,750 Side Rectangular Banner 2: (300 x 250) $1,750 Average Monthly traffic: Unique Visitors: 23,741 Pageviews: 15,450 FPAnet.org/Journal is the online home for the award-winning Journal of Financial Planning. The site provides current and archived issues of the Journal, additional content and insightful industry news. Available Inventory Side Rectangular Banner 1: (300 x 250) $1,750 Side Rectangular Banner 2: (300 x 250) $1,750 All digital rates are net. All cancellations must be made 30 days prior to scheduled flight date in writing. Cancellations made in less than 30 days may incur a cancellation fee. Due to site updates, banner ad spaces and sizes are subject to change. 8

10 DIGITAL advertising/sponsorships blasts & webinars Blasts DIGITAL SPONSORSHIPS Sponsored s are an effective way to reach FPA s 17,000 opt-in members with a customized marketing message. HTML and text versions are permitted. FPA Sponsored s are the perfect way to reach FPA will track targeted the success member of audiences the eblast with by a highly providing controlled a performance and effective report message. one week Simply after provide the message approved has creative content and layout to FPA to distribute to been ed. FPA members Content in our is highly subject engaged to FPA member approval. community. Sponsorship Opportunities: Sponsorship Opportunities: $7,500 net $5,000/e-blast (Institutional Member) $9,000/e-blast (Regular Price) Sponsored Blasts Blasts are limited: giving your message more exposure and visibility! Webinars FPA s Virtual Learning Center webinar is one of our most effective marketing tools giving our sponsors Sponsored Webinars the opportunity to be recognized as an industry leader and information provider. This sponsorship allows companies FPA s Virtual to create Learning and maintain Center (VLC) an webinar ongoing is dialogue one of our within most popular the financial marketing planning tools for market. organizations wanting to deliver their content to financial planners and advisers looking to stay abreast of the latest in technology, investment trends and financial planning issues. This unique sponsorship creates an opportunity to Sponsored create Webinars and maintain are an one-hour ongoing dialogue educational within sessions the financial that planning attract profession up to hundreds with your of webinar FPA Members content. and industry professionals. Webinars may be eligible for CFP continuing education credit. FPA staff will help Webinars are one-hour education sessions that attract hundreds of members and prospects to each event. you create Webinars the are CE also submission achieved package. for on-demand All events learning are convenience. archived for Depending on-demand on viewing. the presentation, webinars may be eligible for CFP continuing education and FPA staff can help you create the CE submission package. Sponsorship Cost As a VLC sponsor, your company can create a cost effective presentation with compelling content and showcase your unique capabilities and solutions. $8,500 Webinar $5,000 Webinar Non-Institutional Member Institutional Member Institutional Member with Institutional Member Webinar Sponsorship with direct Opportunities: guaranteed rebroadcast at three-webinar series access $5,000/webinar to registered and (Institutional Member, including direct FPA access Experience to qualified 2013 sales in leads) sponsorship with direct attendee $7,500/webinar contact (Institutional Member, guaranteed rebroadcast the Professional at FPA Experience 2013 access in to Professional registered and information Development Pavilion Development Pavilion attendee contact $12,500/ 3 webinar series (Institutional Member, including direct access to qualified information sales leads) $8,500/webinar (Regular Price) 9 $7,500 Webinar FPA Media Kit - Event and Digital Sponsorship Opportunities 2013 $12,500 3 Webinar Series

11 DIGITAL advertising/sponsorships FPA CONNECT FPA Connect Connect.FPAnet.org FPA s private online community where members communicate freely in a compliance-friendly environment. FPA Members can join a number of communities based on their interest or need for industry knowledge. Advertising opportunities range from leaderboard and skyscraper ads to square ads that appear on the FPA Connect homepage and community specific boards. Side community sponsorship ads or discussion ads, appear in the community you choose to sponsor as well as in daily eblasts sent to all participants highlighting daily conversations. Available community sponsorships include All Member Forum, International, Life Planning, NexGen, Student, Technology, Women & Finance and Chapter Leaders. Banner ads must run a minimum of three months. Average Monthly Impressions: 20,000 Average Monthly Page Views: 31,000 Average Time Spent On Site: 6:22 Monthly Advertising Opportunities Top Leaderboard (728x90): $2,750 Skyscraper (120x600):* $2,250 *Size is not an IAB standard unit 10

12 DIGITAL advertising/sponsorships ALL MEMBER OPEN FORUM All Member Open Forum On FPA Connect The All Member Open Forum is the largest community on FPA Connect with 17,876 members. Here members exchange ideas, strategies and thoughts on current financial trends in a peer-to-peer environment. The All Member Open Forum generates a daily digest eblast that is sent to members seven days a week. Sponsorship: a 200x200 hyperlinked tile ad on the daily eblast to all community members broadcasting the daily conversations/posts and on the community discussion board on connect.fpanet.org. Daily eblast Send: Daily eblast Open Rate: 12% Average Monthly Impressions: 367,800* Total Monthly Net Cost: $19,500 CPM: $65 (Based on 300,000 guaranteed impressions) Source: Ad Ban Pro Statistics 545,218 per month to all members *Includes both the daily eblast and discussion area on the forum web page 11