Project Title: Strategic Growth and Engagement Roadmap for the Association for Financial Professionals (AFP)
Association for Financial Professionals, Inc.
| Details | |
|---|---|
| Project Title | Strategic Growth and Engagement Roadmap for the Association for Financial Professionals (AFP) |
| Project Topics | Digital Marketing Growth Strategy Market Research Strategic Planning Talent Management |
| Skills & Expertise | Benchmarking Customer Journey Mapping KPI Development Market Research Performance Management Presentation Design Stakeholder Interviewing Strategic Planning Trend Analysis |
| Project Synopsis: Challenge/Opportunity | The Association for Financial Professionals (AFP) plays a vital role in supporting finance professionals through education, certification, networking, and thought leadership. As the industry evolves—with digital transformation, changing workforce expectations, and a competitive association landscape—AFP faces both a challenge and an opportunity: how to deepen its value proposition, scale its impact, and grow its community of finance professionals in meaningful, measurable ways. AFP has set ambitious targets: reaching 21,000 active customers and achieving $30 million in revenue by 2030. This vision requires innovation across core offerings like the FPAC and CTP certifications, membership value delivery, early-career engagement, and strategic positioning within the rapidly evolving association world. With rising competition from niche professional networks, open-access content, and new credentialing platforms, AFP must differentiate its brand while fostering trust, relevancy, and long-term member loyalty. Students will partner with AFP’s leadership to explore how the organization can grow its FPAC and CTP certification pipelines, strengthen its presence among early-career professionals, and ensure long-term sustainability through innovative business models and value-aligned engagement strategies. This project is an opportunity to drive meaningful change across AFP’s offerings, branding, and customer development strategies by providing insights, frameworks, and recommendations that help AFP evolve with the needs of modern finance professionals.
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Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Program Kickoff |
Sep 12 2025 | Event |
Program Managers
| Name | Organization |
|---|---|
| Maya van Rosendaal | New York University (NYU) |
| Tiffany Charbonier | New York University (NYU) |
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |
