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
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.
Premium Discount on Individual Disability Insurance
FPA members can now access a 10% premium discount on premiere individual disability policies through Principal.
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
FPA Virtual Externship
Whether you are a college student looking for the perfect career or a financial planner looking to level up your career, the FPA Virtual Externship is your chance to dig in deep and see financial planning in action — in a whole new way.
New Research Now Available!
Developing and Access the latest research you need to know as a financial planner! Maintaining Client Trust and Commitment in a Rapidly Changing Environment now available!
Journal of Financial Planning
Read award-winning content that has been directly beneficial to financial planners since 1979.
The Latest in Advocacy
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.
FPA Media Training: On-Demand!
Learn the essentials of working with journalists, what you need to do to prepare for interviews, how you can improve interview performance and tactics for ensuring you maintain a great reputation with reporters. No waiting! Take the training when ready!
The Latest in Networking
FPA NexGen Gathering 2022
After two years in the virtual world, FPA NexGen Gathering is back in-person and better than ever.
FPA Knowledge Circles
Through FPA Knowledge Circles, you can coalesce around shared interests and connect globally with your peers.
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.
Financial Planning’s Next Generation to Converge in Las Vegas for FPA NexGen Gathering 2022
May 17, 2022: Community-building and knowledge-sharing will be the name of the game when the next generation of financial planners descend on Las Vegas later this summer for FPA NexGen Gathering 2022.
FPA Launches College Planning Certificate Program for Financial Planners
May 11, 2022: 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.
FPA and Kitces Speaking Unite to Support Local FPA Chapters
April 12, 2022: Learn more about a new partnership to support the educational programming for FPA’s nationwide network of local chapters.
Partner Spotlight
Student Loan Refi, Private Student Loans, Mortgages, and Auto Loan Refi
Attract & retain clients with SoFi
As a member of FPA, SoFi enables you to provide your clients with access to exclusive rate discounts and welcome bonuses on Student Loan Refi, Private Student Loans, Mortgage, and Mortgage Refi.
