Financial Planning Association® 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™
NEW RESEARCH!
Transformative Power of Technology on Client Relationships
Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of client portals.
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
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.
2023 Trends in Investing Survey Report
Are you curious about where financial advisers are putting their clients' money in today's dynamic market? Look no further! The 2023 Trends in Investing Survey report sheds light on the investment preferences of financial professionals.
The Elder Planning Specialist Program
The Elder Planning Specialist Program is a first-of-its-kind, 10-week online program designed to prepare serious financial planners to meet the needs of their older clients.
The Latest in Advocacy
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.
FPA to Pursue Title Protection
Learn more about title protection, ways you can get engaged in the process, how to provide input, and more.
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.
The Latest in Networking
FPA Annual Conference 2023: You Won't Want To Miss It!
The largest annual gathering of CFP® professionals each year. Plan to join us September 27-29, 2023, in Phoenix, Arizona!
FPA NexGen
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
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.
FPA Launches New Media Training Program for Financial Planners in Partnership with AdvisorPR
DENVER (September 29, 2023) – The financial planning profession is evolving, and today's financial professionals need more than just expertise—they need to effectively engage with the media to share insights and build trust with key audiences.
New Research From eMoney Advisor and FPA Points to the Transformative Power of Technology on Client Relationships
DENVER (September 28, 2023) – Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of financial technology – especially client portals –on financial planners and their clients.
Paul Brahim, CFP®, Elected 2024 President-elect of the Financial Planning Association
DENVER (September 27, 2023) – FPA announced today that the Board of Directors elected Paul Brahim, CFP®, CEPA, as the 2024 FPA President-elect for a one-year term. Brahim’s term will begin Jan. 1, 2024.
Partner Spotlight
Reverse Mortgage Education
Finance of America Reverse
The Retirement Strategies Division at FAR is an official provider of reverse mortgage education to FPA members, supporting financial professionals with tools needed to strategically leverage housing wealth as part of a holistic retirement plan.