Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
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FPA Annual Conference 2024

At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds and exchange ideas. Join us September 18-20 in wonderful Columbus!

The Latest in Practice Support

Media

Media Mastery 2.0

It's more than just a course; it's a prerequisite for financial planners like you who aim to drive impact in working within the world of media relations and want to speak with authority and confidence.
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TIFIN Wealth

FPA members managing less than $100M in AUM can now receive free access to TIFIN Wealth, the AI Engine for Organic Growth.
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FPA Business Hub

The FPA Business Hub puts engaging content at your fingertips to help you transform your business and impact your work as a financial planner.
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The Latest in Learning

Where are Financial Planners Investing Now? The 2024 Trends in Investing Report

Discover the latest insights from the 2024 Trends in Investing survey by FPA and the Journal of Financial Planning. Dive into the investment preferences of over 200 financial professionals as they navigate the increasingly dynamic investment landscape.
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FPA Learning Center: Your One-Stop-Shop for Learning

Staying razor-sharp on financial planning trends and practices makes you a competent financial planner. And while you can get a variety of education from other sources, nothing compares to the breadth and depth of the FPA Learning Center.
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UniFi by CAIA™ Programs Discounted for FPA Members

All FPA members are eligible to receive discounted access to UniFi by CAIA™, an online series of educational offerings geared towards the needs of client- and adviser-facing financial professionals.
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The Latest in Advocacy

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FPA and FPA of California Applaud Historic Personal Finance Education Law

For over a decade, financial planners across California advocated in Sacramento for a personal finance course requirement for graduating high school seniors. On June 29, 2024, that advocacy turned reality with AB 2927.
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FPA CEO Patrick Mahoney Represents FPA at EBSA Hearing

Patrick Mahoney, CEO of the Financial Planning Association, was honored to speak before the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) regarding the proposed Retirement Security Rule.
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FPA Pleased to Support and Co-Sign Letter to Urge Senate to Act on Financial Exploitation of Seniors

Letter supports the Financial Exploitation Prevention Act (S. 1481/H.R 500) and requests the U.S. Senate pass the legislation immediately.
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The Latest in Networking

FPA Annual Conference 2024

At FPA Annual Conference 2024, connection, learning, and community take the stage. It’s where you’ll rub shoulders with the brightest minds, exchange ideas, and discover the latest strategies to supercharge your success. Join us Sept. 18-20 in Columbus!
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FPA NexGen: Supporting the Next Generation of Planners

The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. FPA gives them a professional home from which they can thrive.
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FPA Chapters: Connect with Your Local Community

FPA’s network of 79 chapters and state councils play a critical role in driving the value of FPA membership.
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FPA News and Updates

Learn what's taking place that benefits you and the profession.

FPA to Honor Those Making a Positive Impact on the Financial Planning Profession and Society

DENVER (July 23, 2024) — FPA is proud to announce Aaron Coates, CFP®, Mark Johannessen, CFP®, AIF®, and Catherine Seeber, CFP®, CeFT®, as recipients of the Association’s 2024 Heart of Financial Planning Award.
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FPA of New England To Be Honored for Exceptional Pro Bono Financial Planning Programming

DENVER (July 17, 2024) – FPA and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient of the 2024 Power of Financial Planning Award.
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FPA and Journal of Financial Planning Recognize Recipients of the 2024 Montgomery-Warschauer Award

DENVER (July 9, 2024) – FPA and the Journal of Financial Planning announce Miranda Reiter, Ph.D., CFP®, Di Qing, Ph.D., and Morgen Nations, as the recipients of the 2024 Montgomery-Warschauer Award.
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State of FPA Virtual Update

FPA leaders and professional staff held the annual State of FPA Virtual Update on June 5, 2024, to provide FPA Members an overview of the Association’s work to be their partner in planning.
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Overview: FPA's Long-Term Strategic Plan

The continually changing landscape of the financial planning profession, the greater financial services industry, and increased competition mean FPA needs to focus on solidifying its relevance and impact for members and the profession.
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Partner Spotlight

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Professional Education

Access Exclusive Content!

Finance of America offers FPA members educational tools about reverse mortgages through the FPA Learning Center!