For 25 years, the Financial Planning Association® (FPA®) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
We're Celebrating 25 Years as Your Partner in Planning™
MGM Grand in Las Vegas | November 3-5, 2025
FPA Annual Conference 2025
Join us for FPA Annual Conference 2025 at the MGM Grand in Las Vegas, November 3-5, as we celebrate FPA’s 25th anniversary! This special event brings financial planners, students, academics, and partners together to connect, learn, and thrive!
The Latest in Practice Support
The Absolute Engagement Engine
True engagement and organic growth happen when each prospect and client feels seen, heard and understood. The Absolute Engagement Engine makes it easy. FPA members can save 20%!
Understand Your Clients and Grow Your Business!
As an FPA member, gain free access to the Global Client Experience Study, powered by Dimensional. Understand your clients’ values, improve satisfaction, and uncover growth opportunities.
Tune In To FPA LIVE!
Tune in to this fun series of conversations with interesting people doing interesting things in and out of financial planning. Each interview is live over FPA social media and provided here so you can tune in whenever you want!
The Latest in Learning
Download the 2025 Trends in Retirement Planning Report
Download the 2025 Trends in Retirement Planning survey report by FPA, the Journal of Financial Planning, and Finance of America. This report is crucial for financial planners aiming to refine their retirement strategies and better serve clients.
Cybersecurity for Financial Planners: An FPA Certificate Program
Cyber threats and regulatory pressures are rising—are you prepared? Cybersecurity for Financial Planners: An FPA Certificate Program equips you with the critical knowledge to safeguard your firm, ensure compliance, and stay ahead of evolving risks.
Research: Financial Planner Perspectives on a Profession in Transition
The latest research from FPA and Allianz Life Insurance Company of North America (Allianz) reveals key insights into how financial planners will adapt to meet evolving client needs.
The Latest in Advocacy
Take the ‘25 in 2025’ Financial Wellness Pledge
Celebrate FPA’s 25th Anniversary by taking the ‘25 in 2025’ Financial Wellness Pledge and sharing your expertise with those who need it most. Your expertise can change lives!
FPA Political Action Committee
To impact policies and legislation that affect the profession, the FPA PAC provides FPA with a critical voice on important discussions, allowing us to forge relationships with lawmakers and to tell the financial planning story.
Comment Letter on Expiring Provisions of the Tax Cuts and Jobs Act of 2017 (TCJA)
FPA and allied organizations submit a comment letter asking Congress to adopt tax incentives to encourage savers to seek advice and guidance from financial professionals.
The Latest in Networking
FPA NexGen Gathering 2025
Join us at the FPA NexGen Gathering 2025, the must-attend event for the next generation of financial planners. Build your professional foundation, connect with like-minded peers, and discover how you can shape the future of financial planning.
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.
FPA Chapters: Connect with Your Local Community
FPA’s network of 75 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 Renews Partnership with the Psychology of Financial Planning Specialist™ Program
DENVER (May 14, 2025) – FPA is proud to announce the renewal of its partnership with the Psychology of Financial Planning Specialist program, which equips financial planners with essential skills to deepen client relationships.
Survey Reveals Emotional Readiness and Health Expenses Are Key Issues in Retirement Preparation
DENVER (May 8, 2025) – FPA, the Journal of Financial Planning, and Finance of America, are pleased to release the 2025 Trends in Retirement Planning survey report. This report examines the evolving challenges and priorities shaping retirement.
FPA Launches New, Modernized Cybersecurity Certificate Program for Financial Planners
DENVER (April 2, 2025) – In response to the growing challenges in cybersecurity and regulatory compliance in financial services, FPA partnered with FCI Cyber and Buckler, LLC., to launch the new Cybersecurity for Financial Planners: An FPA Certificate Pro
FPA CEO Update for Q1 2025
March 26, 2025 – FPA Interim CEO Dennis Moore provides an update to the membership on actions the Association is taking to support financial planners and the profession.
Distinguished Academic Leaders Honored for Innovative Research Advancing Financial Planning
DENVER (March 6, 2025) – FPA and the Journal of Financial Planning are pleased to announce that David Blanchett, Ph.D., CFA, CFP®; Kristy L. Archuleta, Ph.D., LMFT, CFT-I™; and Timothy Todd, Ph.D., JD. have been awarded the 2024 Best Research Award.
Overview: FPA's Long-Term Strategic Plan
The continually changing landscape of the financial planning profession, the greater financial services industry, and increased competition mean FPA needs to focus on solidifying its relevance and impact for members and the profession.
Remembering Patrick D. Mahoney
With profound sadness and a heavy heart, we regretfully announce the passing of Patrick D. Mahoney, our beloved chief executive officer, on Saturday, February 1. After a long and brave battle with cancer, Patrick's journey has come to a close.