The Financial Planning Association® (FPA®) is the leading membership organization 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™
The Latest in Practice Support
Carson Coaching
As the official coaching partner of FPA, Carson Coaching is making several exciting coaching opportunities available to you as an FPA member. See for yourself what more than 12,000 financial professionals have experienced with Carson Coaching.
Premium Discount on Individual Disability Insurance
FPA members can now access a 10% premium discount on premiere individual disability policies through Principal.
The FPA Marketplace
Access many FPA-specific benefits, and also BenefitHub, which offers you potentially thousands of dollars in savings on services and programs from top companies.
The Latest in Learning
2022 Trends in Investing Report — Now Available!
Conducted by the Journal of Financial Planning and FPA, financial adviser use/recommendation of ESG investing strategies have remained consistent over the past four years. But that usage could see a downward swing over the next 12 months.
College Planning Made Easy: An FPA Certificate Program
To help members serve the needs of clients with college-bound children, FPA has partnered with College Aid Pro™ to launch College Planning Made Easy: An FPA Certificate Program.
Journal of Financial Planning
Read award-winning content that has been directly beneficial to financial planners since 1979.
The Latest in Advocacy
FPA Successfully Lobbies to Protect Kentucky Members
Read the member communication sent on April 14 about FPA's recent efforts to influence legislation in Kentucky that would have placed a sales tax on personal financial planning services.
Get Involved in Pro Bono Financial Planning
There is nothing more rewarding than helping someone who can benefit from the knowledge and experience only qualified financial planners can provide. Learn how you can help those who need your advice.
FPA Media Training: On-Demand!
Learn the essentials of working with journalists, what you need to do to prepare for interviews, how you can improve interview performance and tactics for ensuring you maintain a great reputation with reporters. No waiting! Take the training when ready!
The Latest in Networking
FPA NexGen Gathering 2022
After two years in the virtual world, FPA NexGen Gathering is back in-person and better than ever.
FPA Knowledge Circles
Through FPA Knowledge Circles, you can coalesce around shared interests and connect globally with your peers.
FPA Chapters
FPA’s network of 82 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.
Register for 'State of FPA' Virtual Update!
Join FPA leadership for a "State of FPA" Virtual Update on Thursday, July 21 at 11 a.m. ET (8 a.m. PT) to learn what is taking place in your membership association.
FPA Announces the Results of the 2022 Trends in Investing Survey
Annual Trends in Investing Report of financial advisers reveals ESG may have reached an inflection point while advisers may be hedging on crypto.
FPA Launches College Planning Certificate Program for Financial Planners
May 11, 2022: To help members serve the needs of clients with college-bound children, FPA has partnered with College Aid Pro™ to launch College Planning Made Easy: An FPA Certificate Program.
Partner Spotlight
Discover TIFN Grow
Create hyper-personalized and intelligent investment proposals
TIFIN Grow understands an individual’s fears, needs, and wants through risk, planning and personality assessments. FPA members get 1 month free.