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Organizational Alliances
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AiP recognizes that there are a number of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning.  We strive to collaborate with other professional membership and community organizations who share common interests with AiP and collaborate often with AiP members. AiP has arranged for an organization alliance with the following organizations: 

National School Foundation Association (NSFA)


Purposeful Planning Institute (PPI)

Learn more about special offer from PPI to AiP members.


Social Enterprise Alliance (SEA)


If you are part of an organization that would like to form an organizational alliance with AiP, call 216-621-3215 or email

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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