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 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.
|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.
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
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.