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
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.
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
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.
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 Latest in Advocacy
Register for FPA Advocacy Day 2023!
To influence those who bear the power to influence your profession, we are taking our collective voice to The Hill this summer to ensure they have a better understanding.
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.
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.
FPA Partners to Help Members Support Elder Planning Needs of Clients and Their Families
DENVER (February 23, 2023) – To support financial planners in developing their elder planning competencies, FPA announced a new partnership with noted authorities in elder planning to make the Elder Planning Specialist Program available to FPA members.
FPA Annual Conference Earns Choir Certification™ for Diverse Speaker Lineup
DENVER (February 21, 2023) – The Financial Planning Association® (FPA®) is pleased to announce the FPA Annual Conference 2022 earned the Choir Certification™ for its diverse and inclusive lineup of speakers on stage.
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.
WE CAN HELP
Learn how you can help support FPA members and others in Southwest Florida who were impacted by Hurricane Ian.
Finance of America Reverse
Housing Wealth as Part of a Retirement Plan
Educating and supporting financial professionals with all the tools needed to strategically leverage housing wealth as part of a holistic retirement plan.