For 25 years, the Financial Planning Association® (FPA®) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
We're Celebrating 25 Years as Your Partner in Planning™
MGM Grand in Las Vegas | November 3-5, 2025
FPA Annual Conference 2025
Join us for FPA Annual Conference 2025 at the MGM Grand in Las Vegas, November 3-5, as we celebrate FPA’s 25th anniversary! This special event brings financial planners, students, academics, and partners together to connect, learn, and thrive!
The Latest in Practice Support
The Absolute Engagement Engine
True engagement and organic growth happen when each prospect and client feels seen, heard and understood. The Absolute Engagement Engine makes it easy. FPA members can save 20%!
Understand Your Clients and Grow Your Business!
As an FPA member, gain free access to the Global Client Experience Study, powered by Dimensional. Understand your clients’ values, improve satisfaction, and uncover growth opportunities.
Tune In To FPA LIVE!
Tune in to this fun series of conversations with interesting people doing interesting things in and out of financial planning. Each interview is live over FPA social media and provided here so you can tune in whenever you want!
The Latest in Learning
The FPA® Competency Model™: A Learning Journey for Financial Planning Excellence
Go beyond technical knowledge with a bold new framework that defines the behavioral skills that drive success in financial planning and offers you a structured path to lifelong professional development.
2025 Trends in Investing Report: Now Available!
Discover the latest insights from the 2025 Trends in Investing Survey, where financial planners reveal a significant shift towards alternative investments amid market uncertainty.
Cybersecurity for Financial Planners: An FPA Certificate Program
Cyber threats and regulatory pressures are rising—are you prepared? Cybersecurity for Financial Planners: An FPA Certificate Program equips you with the critical knowledge to safeguard your firm, ensure compliance, and stay ahead of evolving risks.
The Latest in Advocacy
Take the ‘25 in 2025’ Financial Wellness Pledge
Celebrate FPA’s 25th Anniversary by taking the ‘25 in 2025’ Financial Wellness Pledge and sharing your expertise with those who need it most. Your expertise can change lives!
FPA Political Action Committee
To impact policies and legislation that affect the profession, the FPA PAC provides FPA with a critical voice on important discussions, allowing us to forge relationships with lawmakers and to tell the financial planning story.
Comment Letter on Expiring Provisions of the Tax Cuts and Jobs Act of 2017 (TCJA)
FPA and allied organizations submit a comment letter asking Congress to adopt tax incentives to encourage savers to seek advice and guidance from financial professionals.
The Latest in Networking
FPA NexGen Gathering 2025
Join us at the FPA NexGen Gathering 2025, the must-attend event for the next generation of financial planners. Build your professional foundation, connect with like-minded peers, and discover how you can shape the future of financial planning.
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 75 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.
FPA Launches Groundbreaking Competency Model to Shape the Future of Financial Planning
June 11, 2025 – As FPA celebrates its 25th anniversary of supporting planners, the organization proudly launches the FPA® Competency Model™. This bold new framework defines the behavioral skills that drive success in financial planning.
Planners Embrace Alternative Investments Amidst Market Uncertainty, 2025 Trends in Investing Survey Reveals
DENVER (June 4, 2025) – Planners are significantly increasing their use of alternative investments, marking a notable shift in investment strategy amidst market volatility and economic uncertainty, according to the 2025 Trends in Investing Survey.
FPA Renews Partnership with the Psychology of Financial Planning Specialist™ Program
DENVER (May 14, 2025) – FPA is proud to announce the renewal of its partnership with the Psychology of Financial Planning Specialist program, which equips financial planners with essential skills to deepen client relationships.
Survey Reveals Emotional Readiness and Health Expenses Are Key Issues in Retirement Preparation
DENVER (May 8, 2025) – FPA, the Journal of Financial Planning, and Finance of America, are pleased to release the 2025 Trends in Retirement Planning survey report. This report examines the evolving challenges and priorities shaping retirement.
FPA Launches New, Modernized Cybersecurity Certificate Program for Financial Planners
DENVER (April 2, 2025) – In response to the growing challenges in cybersecurity and regulatory compliance in financial services, FPA partnered with FCI Cyber and Buckler, LLC., to launch the new Cybersecurity for Financial Planners: An FPA Certificate Pro
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.
Discover What's Next in Financial Planning with
FPA SmartBrief
FPA SmartBrief is a free, 3x/week email newsletter designed to keep you informed on the latest news in financial planning. Stay ahead of the trends, insights, and developments that affect your work - activate your subscription today!