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™
The Latest in Practice Support
Report: Six Keys to Growth for Today’s Adviser
This new report provides actionable insights to help you overcome the psychological and other factors impeding your growth. From designing a client experience to leveraging the strengths of your team, this report is a must-read.
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 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
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.
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.
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!
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’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.
Annual Investment Survey Reveals Financial Professionals Still Favor Proven Investment Vehicles Over Newer, Trending Options
DENVER (June 1, 2023) – Financial advisers have a strong preference for investment vehicles that have stood the test of time, according to the 2023 Trends in Investing Survey, conducted by the Journal of Financial Planning and FPA.
New Study Reveals Psychological Factors Hindering Growth for Financial Advisers
DENVER (May 9, 2023) – Financial advisers face significant challenges in growing their businesses, according to recent research by FPA and Janus Henderson.
FPA Annual Conference 2023 To Bring The Financial Planning Community Together For Three Days of Connection, Education
DENVER (May 4, 2023) – The Financial Planning Association® (FPA®) is pleased to announce that registration is now open for FPA Annual Conference 2023, to be held at the Phoenix Convention Center from September 27-29, 2023.
Exclusive FPA Member Discounts
Save on Carson’s leading programs and events, including One-on-One Executive Business Coaching, the Emerging Advisor Growth Accelerator Program, and regional and national events.