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Get to Know Your FPA

Rely on FPA as your expert resource for what you need to thrive professionally. Here’s how FPA membership provides the benefits and resources that support your success.

PROFESSIONAL DEVELOPMENT	Elevate Your Knowledge	MEMBER BENEFIT	MEMBER SAVINGS
Professional Development Center	Learn your way through this online portal for continuing education including webinars, live events, career development opportunities and peer-to-peer knowledge exchange forums.	X
Journal of Financial Planning	Receive digital and hard copy editions of the FPA award-winning, peer-reviewed Journal for the best current thinking, innovative, thought-provoking content, ideas and strategies plus continuing education credit with access to searchable archives (a $529 value!). Download editions with the JFP app.		X
FPA Webinars	Increase your skillset and earn continuing education credit through live and on-demand, webinars. Members get 50% off!		X
Journal in the Round	Participate in lively, monthly roundtables with Journal writers and contributors who illuminate, discuss and debate the thinking behind articles followed by Q & A about the issues from members’ perspectives by FPA Knowledge Circle hosts.	X
FPA Annual Conference	Attend the largest gathering of CFP^® professionals and thought leaders in financial planning for take home practical knowledge and strategies for immediate implementation in your practice. Members save up to $200 off registration.		X
FPA Retreat	Recharge and deepen your practice at this FPA gathering of top leaders, thinkers, and planners delivering in-depth learning with the potential to alter the course of your career and the profession. Members save up to $100 off registration.		X
FPA SmartBrief	Subscribe to this weekly digest of the latest in the profession, including news, policy updates and the trends in practice management.
Financial Services Review	Access the latest theoretical and empirical research in personal financial management through this quarterly supplement from the Academy of Financial Services and Journal of Financial Planning. CE in each issue.	X
FPA Residency	Jump start your career in this experiential 6-day in-residence program. If you are eligible to sit for the CFP^® Certification Examination, are a new or soon-to-be CFP^® professional, build experience in real financial planning scenarios and establish mentor relationships with preeminent thought leaders. Members save between $500-$600 off registration.		X

COMMUNITY	Expand Your Connections	MEMBER BENEFIT	MEMBER SAVINGS
FPA Chapters	Expand your connections through FPA’s unparalleled nationwide chapters. Network and share ideas with colleagues and participate in local educational programs, events and leadership opportunities.	X
FPA Connect	Interact virtually with peers through FPA Connect for forums that keep you plugged into conversations of interest.	X
FPA Knowledge Circles	Learn from your colleagues through hosted areas that gather FPA members with similar interests for best practice conversations online, over the phone, and in-person.	X
Volunteer	Volunteer your skills, talents and passion in support of financial planning through meaningful, one-time commitment or long-term projects/positions available at the national and chapter levels.	X

BUSINESS SUCCESS	Energize and Grow Your Business	MEMBER BENEFIT	MEMBER SAVINGS
FPA PlannerSearch®	Connect with consumers through this online search tool for CFP^®professionals. Additionally receive 4 client articles for use in newsletters, promotions and on your website. (Eligibility requirements apply.)	X
FPA Member Discount Program	Access a comprehensive collection of member-only discounts on industry-leading consultants, top-notch education providers, first-class insurance and health plans, and best-of-breed software and technology from firms selected to help you take your practice to the next level. Savings on these essential business tools and resources can more than cover the cost of your annual dues.	X	X
FPA Coaches Corner	The FPA Coaches Corner is your one-stop-shop for content, tools and resources from some of the most recognized business coaches in the profession. Each of our hand-picked coaches is providing their thought leadership to you so you can take the necessary steps to realize your personal vision of success in your business	X
FPA Research and Practice Institute™ (RPI)	Gain a competitive advantage through original research on business-centric topics and issues, including operations, personnel, human resources, marketing and technology. Detailed analysis, reports, whitepapers and resources, based on the research, will help you identify your business gaps and address them.	X
FPA Practice Management Blog	Run your business more efficiently, effectively and profitably with the latest insights and strategies from CFP^® professionals and practice management experts.	X
FPA Job Board	Explore career opportunities through confidential online resume posting, automated weekly e-mail notification of new job listings and the ability to save jobs for later review. Employers and recruiters can search a large pool of applicants through targeted access to the nation’s most qualified financial planning talent pool.	X
Media Training	Learn the essentials of working with journalists through your FPA chapter or organization-wide virtual trainings including how to pitch story ideas to reporters, what you need to do to prepare for interviews, how you can improve interview performance and tactics for ensuring you maintain a great reputation with reporters.	X
FPA MediaSource	Be a part of the unique media query system for CFP^® professionals that connects journalists with FPA members on personal finance and financial planning stories. Queries are sent electronically to qualified CFP^® professional members who attend an FPA-approved media training.	X
FPA MentorMatch	Gain best practices and tips from experts, or volunteer to share your expertise in this program designed to connect emerging leaders with seasoned professionals to foster professional development while giving back to the profession.	X
Magazine Subscriptions	FPA has partnered with Fortune magazine to provide members with a complimentary print subscription. As an FPA member, you will receive a complimentary subscription (a $29.98/year value). To cancel your complimentary Fortune magazine print subscription and all third party mailings, please go here, login with your member credentials, and then check (or opt-out of) “Offers that may be of interest to me." FPA members receive a 40% discount on Retirement Daily. Published by TheStreet.com, Retirement Daily offers daily, unbiased retirement-related news to help you address and meet your clients’ retirement goals. An annual subscription to Retirement Daily is $99.95, but you can get your subscription for 40% less by signing-up here.	X	X
FPA Professional Services Directory	Connect to fellow members who support the financial planning process through this directory accessible on FPA Connect.	X
FPA Group Membership	Support the success of your smaller firm by enrolling in this program delivering all of the benefits of individual membership along with special savings on individual membership dues* and national conferences. Firms pay with one, streamlined invoice. *Savings applicable to FPA CFP^® and Allied Professional memberships only.		X

ADVOCACY	Protect Your Profession	MEMBER BENEFIT	MEMBER SAVINGS
Advocacy Toolkit	Access sample letters, templates, tips and tactics for connecting with your state and federal units of government.	X
Advocacy Days	FPA Advocacy Days in Washington, D.C. and State Advocacy Days provide hands-on training, branded folders, badges and position leave behinds, a pre-event webinar, and the option of an advocacy team member to lead you through your first effort.	X
Financial Planning Coalition	FPA’s role in the Financial Planning Coalition provides you with a powerful voice in Washington D.C. on joint policy positions and gives more direct access to policymakers on behalf of FPA members. Research and data driven projects help persuade public policy decisions on issues that advance your profession.	X
FPA Political Action Committee (FPA-PAC)	FPA-PAC, the only registered PAC on Capital Hill, represents financial planners and financial planning building valuable relationships with candidates, providing access to leaders who share your concerns and educating policymakers.	X

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