Membership Has Many Benefits

FPA is Your Partner in Planning™ for all you need to grow and thrive professionally. We are committed to helping you succeed through every stage of your career journey from getting a foothold when new to the profession through succession planning. Membership in the Financial Planning Association® illustrates a commitment to delivering competent, objective and ethical financial planning to the public as well as a commitment to advancing the financial planning profession.

Practice Support

Whether you’ve been in business for 30 years or you’re just getting ready to launch your own RIA, FPA will be at your side every step of the way. As your partner in planning, FPA will support your business objectives with the information, resources, and discounts you need — and want.

Carson Coaching

See for yourself what more than 12,000 financial professionals have experienced with Carson Coaching - FPA's official coaching partner.

Carson Coaching

FPA Insurance Programs

FPA wants to help you protect your business and employees through a variety of insurance programs that are exclusively offered to our valued members.

Insurance Programs

FPA Marketplace

Save on the products and services you need through the FPA Marketplace. The savings you can access more than cover the cost of membership!

FPA Marketplace >

PlannerSearch

Increase your visibility online with FPA PlannerSearch. You must be a CFP® professional and FPA member. Participation is free, you must opt-in to participate.

PlannerSearch

Learning

No matter how many years you have been a practicing financial planner, there is always more knowledge to gain. FPA can help you build your professional competencies with a wide variety of relevant and accessible learning programs — whenever and wherever you need them.

FPA Learning Center

The FPA Learning Center provides access to live webinars, on-demand programs, and top industry leaders.

Learning Center

Publications

Access the Journal of Financial Planning and other publications with content that directly benefits you and your work.

Publications

Events and Conferences

Attend some of the most impactful national events for financial planners, including FPA Annual Conference, FPA Retreat, and NexGen Gathering.

FPA Events and Conferences

FPA Research

Review original research that provides you with the business and planning insights you need to determine your best steps for greater prosperity.

FPA Research

Advocacy

You’re passionate about financial planning and believe it has the power to transform lives. As your partner in planning, FPA can position you as a leader and impactful advocate for financial planning among lawmakers, consumers, and journalists. Be an advocate for your profession.

Media Engagement

Showcase your know-how with FPA MediaSource - an exclusive platform that connects journalists with CFP® professional members of FPA.

Media Engagement

FPA Policy Center

Have your voice heard by lawmakers, regulators, and others with the power to influence your business and profession.

FPA Policy Center

Financial Literacy

Share your knowledge and experience. Volunteer for our financial literacy and pro bono financial planning outreach programs.

Financial Literacy & Pro Bono

Leadership

Learn important leadership development skills through volunteerism that apply to your life and work.

Leadership

Online Communities

Engage with members across the country on important topics to you and your business with online communities.

Online Communities

Knowledge Circles

Coalesce around specific interest subjects—whether financial planning-related or demographic-based—with FPA’s 15 Knowledge Circles.

Knowledge Circles

FPA Next Generation

Find next-generation financial planners and students within FPA’s NexGen Community.

FPA NexGen
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