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.
Your Partner in Planning™
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FPA Retreat 2024
Register to attend FPA Retreat 2024 to join us in Tucson from May 6-9! It's one event you will not want to miss!
The Latest in Practice Support
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.
TIFIN Wealth
FPA members managing less than $100M in AUM can now receive free access to TIFIN Wealth, the AI Engine for Organic Growth.
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.
The Latest in Learning
2024 Trends in Investing Survey: Participate Now!
Share your thoughts on investing to help shape the content of the June issue of the Journal of Financial Planning. The annual Trends in Investing Survey takes no more than seven minutes and the results will reveal industry-shaping trends.
The Transformative Power of Technology on Client Relationships
Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of client portals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.