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 Retreat 2024

Register to attend FPA Retreat 2024 by February 26 and save big on your registration! It's one event you will not want to miss!

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.
Access the Hub

The Latest in Learning

FREE WEBINAR! Ed Slott’s Top 2024 Tax-Season Conversations for Your Clients’ Retirement Savings

Position yourself as a proactive financial planner with insights from America's IRA Expert, Ed Slott, CPA. Join us on March 7 at 2:00 p.m. ET for a free webinar when Ed Slott shares how you can navigate larger 2024 Required Minimum Distributions and more!
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The Transformative Power of Technology on Client Relationships

Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of client portals.
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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

On-Demand: FPA PAC Virtual Reception

FPA PAC held a virtual reception on February 8, 2024, to provide an update on the PAC’s activities and provide FPA members with an overview of current legislation and regulation being considered.
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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 Retreat 2024: Register Now!

Join us May 6-9, 2024 in Tucson, AZ at the Loews Ventana Canyon Resort for a unique experience that gets you out of your comfort zone.
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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.
Find Your Chapter

FPA News and Updates

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

Kansas State University Professor Named New Academic Editor for the Journal of Financial Planning

DENVER (January 11, 2024) – FPA is pleased to announce that Derek R. Lawson, Ph.D., CFP®, will serve as the new volunteer academic editor of the award-winning, peer-reviewed Journal of Financial Planning.
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Claudia Cypher Kane, CFP®, Assumes Role as 2024 President of the Financial Planning Association

DENVER (January 4, 2024) – FPA is pleased to announce that Claudia Cypher Kane, CFP®, CIMA®, CPWA®, ADPA®, CDFA®, officially became the 2024 FPA President effective January 1.
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FPA Provides Comments on the U.S. Department of Labor’s Retirement Security Rule

DENVER (January 3, 2024) – FPA offered official comments on the U.S. Department of Labor’s Proposed Retirement Security Rule.
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Partner Spotlight

Open Enrollment

The FPA Open Enrollment Period starts February 1!

This will be the only Open Enrollment scheduled for 2024. Complete product information, FAQs, premium calculators, and applications are available now.