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.

The Latest in Practice Support

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.
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Premium Discount on Individual Disability Insurance

FPA members can now access a 10% premium discount on premiere individual disability policies through Principal.
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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.
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The Latest in Learning

2022 Trends in Investing Report — Now Available!

Conducted by the Journal of Financial Planning and FPA, financial adviser use/recommendation of ESG investing strategies have remained consistent over the past four years. But that usage could see a downward swing over the next 12 months.
Read the Report!

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.
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Journal of Financial Planning

Read award-winning content that has been directly beneficial to financial planners since 1979.
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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.
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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.
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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.
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The Latest in Networking

FPA Annual Conference 2022 - Registration is Open!

Plan to join us December 12-14 in Seattle, Wash. for a memorable conference experience. Early bird registration is now available!
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FPA NexGen Gathering 2022

After two years in the virtual world, FPA NexGen Gathering is back in-person and better than ever.
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FPA Chapters

FPA’s network of 82 chapters and state councils play a critical role in driving the value of FPA membership.
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FPA News and Updates

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

FPA Announces 2022 Montgomery-Warschauer Award Winners

FPA is pleased to announce Greg Geisler, Ph.D., J. William “Bill” Harden, Ph.D., CPA, ChFC, and David S. Hulse, Ph.D., as the recipients of the 2022 Montgomery-Warschauer Award for their March 2021 Journal of Financial Planning paper.
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FPA to Pursue the Legal Recognition of Financial Planners Through Title Protection

FPA announced that the Association will lead a multi-year advocacy effort to achieve the legal recognition of the term “financial planner” through title protection.
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Connection, Learning, and Community to Take Center Stage at FPA Annual Conference 2022 in December

With an eye on powering the desire for human connection, elevating financial planning know-how, and inspiring impact in the community, FPA Annual Conference 2022 will be back in-person December 12-14 at the Seattle Convention Center in Seattle, Wash.
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