Financial Planning Association (FPA)

Colorado
Diversified Financials

Corprate Bias Ratings

Risk Level:

Rating - Clear
Lower Risk

Financial Planning Association (FPA) does not provide viewpoint protections for its employees but has not publicly terminated business relationships based on views or beliefs. FPA works with PridePlanners, an organization dedicated to helping financial planners serve those who identify as LGBTQ. The company partnered with SAGE Elder Care, an advocacy group for LGBTQ seniors. However, it does not appear to discriminate against religious organizations in its charitable giving and has not used its political contributions for ideological purposes. For these reasons, FPA receives a Lower Risk rating.

Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

Has denied service to customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level
Rationale

FPA has not publicly fired customers, suppliers, or vendors based on political views or religious beliefs (1).

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
Rationale

FPA does not appear to discriminate against religious organizations in its charitable giving (1).

Criteria

Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.

Risk Level
Rationale

FPA does not provide viewpoint protections for its employees (1).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.

Risk Level
Rationale

FPA has welcomed the integration of PridePlanners, formerly an organization dedicated to helping financial planners serve those who identify as LGBTQ (1). The company has published resources online to educate others on the benefits of ESG investing and warn about the dangers of climate change (2)(3).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

In 2021, FPA partnered with SAGE Elder Care, an advocacy group for LGBTQ seniors (1). Otherwise, there are no publicly known cases of FPA using its corporate funds to advance ideological causes, organizations, or policies (2).

Criteria

Uses corporate political contributions for ideological, non-business purposes.

Risk Level
Rationale

FPA has not used its PAC donations or lobbying for ideological causes (1)(2).

All links were last accessed and all information was updated on:
December 8, 2023

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