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
Survey: The Main Ingredients for Business Growth
To stay competitive, you need to not just be profitable, but able to drive accelerated growth year over year. But how? This brief survey will help you understand how your strategy, tactics, and mindset can contribute or detract from your ability to grow.
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.
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
Psychology of Financial Planning Specialist Badge Program
The Psychology of Financial Planning Specialist Badge Program is designed to equip the financial planning profession with the knowledge and tools to better understand, engage, and serve a broad range of clients.
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.
The October 2022 issue of the Journal of Financial Planning
The October 2022 issue of the Journal of Financial Planning is now available! Read this month's issue to get caught up on the latest in tax planning so you can best serve your clients.
The Latest in Advocacy
FPA to Pursue Title Protection
Learn more about title protection for financial planners and why FPA believes it's right for Members, consumers, and the profession.
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.
The Latest in Networking
FPA Annual Conference 2022 - Register Today!
Plan to join us December 12-14 in Seattle, Wash. for a memorable conference experience. Register now and save with special advance registration!
FPA NexGen Gathering 2022
After two years in the virtual world, FPA NexGen Gathering is back in-person and better than ever.
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 Partners with Psychology of Financial Planning Specialist Certificate Program to Support Members
With increased recognition of psychology’s impact on financial behavior, FPA announced a new partnership to offer members access to the Psychology of Financial Planning Specialist Badge™.
Claudia Cypher Kane, CFP®, Elected 2023 President-elect of the Financial Planning Association
The FPA Board of Directors has elected Claudia Cypher Kane, CFP®, as the 2023 FPA President-elect for a one-year term. Kane’s term will begin Jan. 1, 2023, succeeding incoming 2023 FPA President James Lee, CFP®.
Patrick Mahoney's CEO Update for Q3 2022 — Now Available!
FPA CEO Patrick Mahoney provides a brief update on FPA's pursuit of title protection and shares other updates about all FPA is doing for members.
Partner Spotlight
Wall Street Greetings
Financial-themed Greeting Cards for Clients and Prospects
High quality greeting cards at an impressively low price (save up to 40%).