Congratulations! What a great time to be in the financial planning profession. FPA is the home for the next generation of CFP® professionals. By providing diverse education, relationship building, information-sharing, and volunteer opportunities that create positive social change, we are the definitive resource for new professionals to gain knowledge and establish relationships.What is a CFP® Professional? History of the ProfessionCareer Development
Just getting started as a financial planner? Check out our job postings on the FPA Job Board. You can also advance your financial planning career and discover opportunities available at a variety of firms by searching for employment and posting your resume for free. Make sure to create a job agent to automatically send you openings that fit your search criteria.
Get New Client Leads
Looking to grow your business? Check out FPA PlannerSearch®. This member program showcases your business to consumers searching for CFP® practitioners. It delivers the best search results to consumers, which ultimately delivers the best new client prospects to you. FPA members who are CFP professionals and meet key criteria are eligible to participate. Sign up today!
FPA offers hundreds of online educational events through the Professional Development Center. These courses offer high quality continuing education and practice management advice. Learn more about these programs.
Need support, advice and tips for professional development? Participation in FPA NexGen allows younger planners (age 36 and under) a chance to explore issues of common interest to those just starting out in their careers.
Are you a career changer or new to the profession? Check out our 2ndActGen community to engage in an interactive discussion with experienced professionals who are interested in launching a new career in the financial planning profession.
FPA has a variety of ways you can connect with your peers. Join us at our annual conference, FPA Annual Conference, to learn from the brightest in the financial planning profession.
New to the profession? Get Experience. Learn to Communicate. Great Relationships. Led by a faculty of highly experienced and nationally known deans and mentors, FPA Residency is an intensive case-study-based learning approach that develops the skills required to become a confident and competent practitioner. Program participants are eligible for 28 hours of CFP Board CE or three months of financial planning work experience. Learn more about upcoming programs this year.
Gathering places for like-minded members who want to engage in dialogue about best practices and innovations on specific subjects including business success and retirement/social security planning. Each community will also guide the creation of FPA content and educational programs. Learn more about FPA’s Knowledge Circles.
Journal of Financial Planning
Read our award-winning, peer-reviewed Journal of Financial Planning to stay up-to-date on practice management solutions that will help you advance in your career. The Journal features articles, interviews, columns, and technical contributions that apply directly to the profession. CFP Board CE credit is available in each monthly publication and FPA members are able to access archives of past issues.
Research and Practice Institute
The Research and Practice Institute (RPI) conducts original research on profession-related and business-centric topics and issues. Detailed analyses, reports, whitepapers and resources, based on the research, are made available to members to help grow and improve their practices in an ever-changing landscape, identify and address business gaps, and enhance the body of knowledge for CFP® professionals. Learn more about RPI.
Member Advantage Program / MyDiscounts
Build your practice with our FPA Member Advantage Program. This program connects financial planners with tools and resources to take their practice to the next level, while saving them money that more than covers the cost of annual FPA membership dues. Learn more about FPA member discounts.
Connect with experienced FPA members to receive best practices and tips from the experts, or volunteer to help share your expertise with others. Learn more about FPA MentorMatch.