​​​​​​​​Gain a Competitive Advantage​  |  Broaden Your Network  |  ​Enhance Your Knowledge

Welcome and thank you for making the Financial Planning Association® (FPA®) your professional home! To help you make the most of your membership with FPA, we are pleased to provide you this helpful guide.


Your FPA membership makes a powerful statement about you. It says you are a financial planner who is serious about your profession and are purposeful about staying informed, educated and involved. 

Gain a Competitive Advantage​

Broaden Your Network

Enhance Your Knowledge

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Gain a Competitive Advantage

​Leverage FPA Member-Only benefits to gain visibility and grow your practice.​

Showcase Your Commitment

You are encouraged to use the FPA "Proud Member" logo to showcase your commitment to the profession.  Use the FPA logo on your website, marketing materials, and business cards.​



Be a Part of FPA's Unique Media Query System for CFP® Professionals 

Can appearing in the media help you market you and your business? It sure can and FPA makes it possible. CFP® members of FPA who attend an FPA-approved media training can take part in FPA MediaSource, an automated media query platform that journalists are using every day to find expert financial planners. Take the first step by attending an FPA media training!

 

Get Exposure Through Your Custom Profile 

In today's ultra-competitive digital world it's important that financial planners can easily be found across the web by consumers who are searching for help. FPA PlannerSearch® helps CFP® professional members of FPA increase their online visibility, which can lead to new business growth opportunities. Opt-in today to be part of this one-of-a-kind online network (Eligibility requirements apply.)​
  

Discover Career Opportunities 

Post your resume confidentially on the FPA Job Board and receive an automated weekly e-mail notification of new job listings and 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.

 

Contribute to the Success of Your Profession

FPA's volunteer structure enables members to contribute to the profession in meaningful ways at the national or local level. Whether it's a short, one-time commitment, or a long-term project/position – FPA welcomes the skills, talents and passions of all members.

 

Access to Resources That Can Save You Thousands 

The FPA Member Advantage Program is 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.

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Broaden Your Network


Financial planners who take the time to meet and learn from their colleagues are better positioned to grow.

Expand Your L​​ocal Connections 

Connect with peers through FPA's unparalleled community of local chapters to network, share ideas, attend educational programs and events, and participate in leadership opportunities.

 

Connect Directly with Peers and Leaders 

​You've got questions; we've got the Community to provide not only answers, but the right answers. Interact virtually with peers on FPA Connect, the compliance-friendly​ FPA online community to get the answers and support you seek without losing valuable time.


 

Harness the Collective Wisdom of Colleagues 

​​​FPA Knowledge Circles are a collection of dynamic communities centered on specific subjects that enable like-minded members who want to engage in dialogue about best practices and innovations on particular topics. 

 

​​Join the Next Generation of Financial Planners 

The FPA NexGen community engages early to mid-career professionals in dialogue on issues of importance to young financial planners and those seeking to make financial planning their vocation.
 

Share Your Knowledge - Be a Mentor, Get a Mentor  

FPA MentorMatch provides encouragement, support and guidance to young planners and those making a career change. Be a mentor and help those who need guidance for their professional development and growth. Get a mentor and get the help you need on your professional journey.


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Enhance Your Knowledge


Professional development isn't an option, it's an ongoing necessity. FPA offers more ways to increase your skillset and earn Continuing Education credit.

Attend FPA Events for the Best Education and Invaluable Networking

Get member-exclusive savings to attend FPA Retreat and the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. FPA events provides you with the opportunity to earn CE, develop business skills, expand your knowledge, and network with other financial planning professionals from around the world.

 

Receive Valuable, Relevant Resources and Tools 

Being armed with the latest original research and content on practice management will help you take your business to another level. FPA is generating new research and action-filled whitepapers to help you realize your business goals.

 

Meet CE Requirements  

Through a combination of 12 issues of the Journal of Financial Planning and six complimentary one-hour webinars of your choice from the approximately 164 one hour live and on-demand, high-quality webinars through the FPA Professional Development Center, FPA CFP® Professional members can receive upwards of 18 complimentary CE credits each year.

 

Receive Publications that Deliver Thought-Provoking Content  

Membership includes the award-winning Journal of Financial Planning, digital editions of Financial Services Review by the Academy of Financial Services, a free subscription to Bloomberg Businessweek, MONEY, and FPA SmartBrief – a twice-weekly digest of the latest news and trends in the profession.

 

Learn and Discuss Hot Topics and Emerging Issues Facing Financial Planning 

Learn from seasoned professionals as they cover today's most relevant challenges and trends through the FPA live and on-demand webinars from wherever you are and whenever is convenient. Receive preferred member rates (savings of 50% or more).​


 

24-hour Digital Access to Members-Only Resources

Conveniently access to our vast members-only resources, tools and content such as white papers, best practices, and research reports written by the most respected names in the profession through your MyFPA member profile.​


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