Home ​A to Z |​ Back Office Solutions​ | Business Strategy​ | Compliance | Education |  FinTech | Insurance​​ |​ Marketing ​

​To access a pdf file of this list of Discount Partners, please click here.

The American College of Financial Services
15% Off Tuition for Self-Study, Single Course Enrollments in Designation Programs​
Receive 30-day free trial, case study and onboarding experience, and $10/month savings ​​​​
​Black Diamond by SS&C Advent
Save on the Black Diamond® wealth platform​​
Capstone College Partners
​Save on College Aid ProTM and practice management & education content​
CFP Board
Save $200 on certification exam​
College for Financial Planning
ECHELON Partners
Save $500 off ECHELON Services in 2019​
​Envestnet - MoneyGuide 
Save 10% on Life and Legacy planning for your clients​
FP Transitions
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.
​FPA Group Dental and Vision Insurance
Access FPA's Group Dental and Vision plans
​New! FPA Group Health Plan 

FPA Group Long Term Disability 
FPA Group Term Life
Golden Gate University
10% off Financial Planning Programs​
Save 30% off monthly subscriptions
Save up to 39% on identity theft monitoring and restoration
IncomeConductor by WealthConductor
10% off and a free 30-day trial​
The Kalli Collective
Get your marketing started with $25
​Save up to 25%​
Data gathering and integration software system​
Identity theft protection

Markel Cambridge Alliance
Media Max
Looking for HNW clients?
Save on locally-focused ads in high-end national publications
NaviPlan by Advicent
20% off financial planning software
Nest Egg Guru
$200 first year subscription price​
Office Depot / OfficeMax
Save up to 75% + free next-day delivery over $50
Olive and Cocoa​
​Beautiful and unique gifts for all occassions​ 
Orion Advisor Services
New Orion clients and FPA members are eligible for a discount on the per account fees.  ​
Rattiner's Financial Planning Fast Track
Save 10% on certification program and CFP review​
​Redtail Technology
Retirement Daily
Save 40% on an annual subscription
Save 10% on interactive planning solutions​
Ryan Insurance Strategy Consultants
Save 10% on Gold or Platinum Pro annual subscriptions​​
SEI ReferralBuilder Program and Referability Index
Get the referrals you are missing. ​
​Save 10% on risk assessment technology for fiduciaries​
True Profile
Risk assessment platform for advisors and their clients​
Trust & Will
Save 15% on any Estate Plan​
​Twenty Over Ten
Save on compliant website design and services
Flat rate pricing on shipping​

To access a pdf file of this list of Discount Partners, please click here​.

Looking for a specific discount or service but cannot find it? Please let us know. Click here to drop us a note.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​