Energize and Grow Your Business
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.)
Access a comprehensive collection of member-only discounts on industry-leading consultants, top-notch education providers, first-class insurance 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.
|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.
Run your business more efficiently, effectively and profitably with the latest insights and strategies from CFP® professionals and practice management experts.
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.
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.
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.
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.
Receive with a monthly subscription to Money magazine plus access to the Money digital edition.
Connect to fellow members who support the financial planning process through this directory accessible on FPA Connect.
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.