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

Advicent Solutions
​Save 15% on yearly subscription​
Receive 30-day free trial, case study and onboarding experience, and $10/month savings ​​​​
BillFin by Red​​i2 Technologies
One month free with annual subscription​ on cloud-based billing for RIAs​
​Black Diamond by SS&C Advent
Save on the Black Diamond® wealth platform​

​Bloomberg Tax
Save on Clearnomics Advisor Plan​
College for Financial Planning
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

FPA Group Long Term Disability 
FPA Group Term Life
Golden Gate University
10% off Financial Planning Programs​
IncomeConductor by WealthConductor
10% off and a free 30-day trial​
Data gathering and integration software system​

Markel Cambridge Alliance

Nest Egg Guru
$200 first year subscription price​
Orion Advisor Services
New Orion clients and FPA members are eligible for a discount on the per account fees.  ​
​Redtail Technology
Save 10% on interactive planning solutions​
Ryan Insurance Strategy Consultants
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​
​Twenty Over Ten
Save on compliant website design and services

Save 20% off Subscription Price​​

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