Financial Planning Association® is the leading membership organization and trade association 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.
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FPA Annual Conference 2024

At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds and exchange ideas. Join us September 18-20 in wonderful Columbus!

The Latest in Practice Support

Media

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.
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TIFIN Wealth

FPA members managing less than $100M in AUM can now receive free access to TIFIN Wealth, the AI Engine for Organic Growth.
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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.
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The Latest in Learning

FPA Learning Center: Your One-Stop-Shop for Learning

Staying razor-sharp on financial planning trends and practices makes you a competent financial planner. And while you can get a variety of education from other sources, nothing compares to the breadth and depth of the FPA Learning Center.
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The Transformative Power of Technology on Client Relationships

Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of client portals.
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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.
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The Latest in Advocacy

FPA PAC Debrief for First Quarter 2024

The FPA PAC Debrief is a quarterly communication sent to all FPA Members to provide an update on the FPA PAC's work over the preceding quarter. Check out the Debrief for first quarter 2024!
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FPA CEO Patrick Mahoney Represents FPA at EBSA Hearing

Patrick Mahoney, CEO of the Financial Planning Association, was honored to speak before the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) regarding the proposed Retirement Security Rule.
Read The Remarks

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.
Read The Letter

The Latest in Networking

52nd Annual FPA NorCal Conference

The FPA NorCal Conference is a leading financial planning conference dedicated to the education, knowledge, and growth of financial planners. The conference will be held May 28-29 at The Palace Hotel in San Francisco.
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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.
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FPA Chapters: Connect with Your Local Community

FPA’s network of 79 chapters and state councils play a critical role in driving the value of FPA membership.
Find Your Chapter

FPA News and Updates

Learn what's taking place that benefits you and the profession.

FPA and Money.com Partner to Create Listing of Exceptional Financial Planners

DENVER AND SAN JUAN (May 28, 2024) – FPA and iconic personal finance brand Money.com, are pleased to announce a new partnership that will create greater awareness of financial planning among millions of Americans.
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FPA Provides Comments on the U.S. Department of Labor’s Final Retirement Security Rule

DENVER (April 26, 2024) – FPA is pleased to provide a statement on the U.S. Department of Labor’s Final Retirement Security Rule.
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FPA CEO Update for Q1 2024

DENVER (March 22, 2024) – Read FPA CEO Patrick D. Mahoney's quarterly CEO Update for Q1 of 2024. In the latest Update, Patrick highlights the new 10-year strategic vision for FPA and provides details on some recent announcements.
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Partner Spotlight

Professional Education

Take Advantage of Exclusive FPA Discounts!

College for Financial Planning, a Kaplan Company, offers FPA members discounts on prep courses for CFP®, CFA, CAIA, FRM and more!