For 25 years, the Financial Planning Association® 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™
2025 Trends in Investing Survey
Share Your Insights Now!
The Journal of Financial Planning is currently conducting its annual Trends in Investing survey. If you have a moment to spare, we'd greatly appreciate hearing your expert perspectives that will be featured in the Journal’s June 2025 issue.
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
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. Registration closes April 28—don’t miss out!
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%!
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
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.
Research: Financial Planner Perspectives on a Profession in Transition
The latest research from FPA and Allianz Life Insurance Company of North America (Allianz) reveals key insights into how financial planners will adapt to meet evolving client needs.
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
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 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
FPA CEO Update for Q1 2025
March 26, 2025 – FPA Interim CEO Dennis Moore provides an update to the membership on actions the Association is taking to support financial planners and the profession.
Distinguished Academic Leaders Honored for Innovative Research Advancing Financial Planning
DENVER (March 6, 2025) – FPA and the Journal of Financial Planning are pleased to announce that David Blanchett, Ph.D., CFA, CFP®; Kristy L. Archuleta, Ph.D., LMFT, CFT-I™; and Timothy Todd, Ph.D., JD. have been awarded the 2024 Best Research Award.
FPA Mourns the Loss of CEO Patrick D. Mahoney While Celebrating His Legacy and Vision
DENVER (February 4, 2025) – It's with the deepest sadness and heavy hearts that we announce that Patrick D. Mahoney, the chief executive officer of FPA, passed away Saturday, February 1, after a long and very brave battle with cancer.
Paul J. Brahim, CFP®, CEPA®, Officially Takes the Helm as the 2025 FPA President
DENVER (January 6, 2025) – With a passion for advocating for the financial planning profession, Paul J. Brahim, CFP®, CEPA®, officially became the 2025 FPA President, effective January 1.
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.
Remembering Patrick D. Mahoney
With profound sadness and a heavy heart, we regretfully announce the passing of Patrick D. Mahoney, our beloved chief executive officer, on Saturday, February 1. After a long and brave battle with cancer, Patrick's journey has come to a close.