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
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.
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.
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
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.
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.
The January 2023 issue of the Journal of Financial Planning
The January 2023 issue of the Journal of Financial Planning is now available! Read this month's issue to get caught up on the latest trends and cutting edge research in financial planning.
The Latest in Advocacy
FPA Member Survey on Title Protection
FPA is fielding a member survey through March 31 to gather member thoughts and ideas on potential threshold standards for competency and ethics. Please take 10 minutes to take the survey to help inform FPA's work on this critical initiative.
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 Retreat 2023: Register for This Truly Unique Experience
Taking place May 1-4 at the Hyatt Regency Coconut Point Resort and Spa in Bonita Springs, Fla., FPA Retreat Retreat 2023 is where you challenge your thinking, forge lasting connections, and nurture your desire to pursue excellence in financial planning.
FPA NexGen
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
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.
James Lee, CFP®, Officially Becomes 2023 President of the Financial Planning Association
DENVER (January 5, 2023) – With a passion for advocating for policies that elevate the financial planning profession, James Lee, CFP®, CRPC®, AIF®, officially became the 2023 President of FPA effective January 1.
Read The Q4 2022 FPA CEO Update
FPA CEO Patrick Mahoney provides an end-of-the-year update on the most recent work of the Association, including the announcement about a new print publication coming in Spring 2023!
FPA to Honor Influential Volunteer Leader with the Profession’s Highest Award
DENVER (November 10, 2022) — FPA is pleased to announce Scott M. Kahan, CFP®, as the recipient of the Association’s and profession’s highest individual award – the 2022 P. Kemp Fain, Jr., Award.
Hurricane Ian
WE CAN HELP
Learn how you can help support FPA members and others in Southwest Florida who were impacted by Hurricane Ian.
Partner Spotlight
It is almost here!
FPA Open Enrollment 2023
From February 1-28, FPA members may enroll for Business Overhead Expense insurance, Group Short-Term and Long-Term Disability insurance, and/or Group Term Life and AD&D insurance.