FPA Group Membership

An easy and efficient way for your firm to manage individual FPA memberships through one centralized point.

What Does My Firm Get as Part of Group Membership?

FPA group membership offers a single consolidated invoice and discounts.

  • 15% off individual FPA membership dues*
  • 10% off FPA signature events (FPA Annual Conference and FPA Retreat)
  • Plus, all the benefits of individual FPA membership!

*Discount valid for CFP® Professional and Allied Professional membership dues only. Not valid with any other offer, promotion, or discount.

To enroll today, download the Group Membership Enrollment Form and follow these three easy steps

Group Membership Enrollment Form

Step One

Complete the first two sections of the Group Membership Enrollment Form, including Group Firm name and Group Administrator information.

Step Two

Fill out the Member Information section by gathering pertinent information from current FPA members in your firm as well as from individuals who would like to join FPA.

Step Three

Send the completed form by mail, fax, or email to us!

After your enrollment form is received, an invoice will be sent to your administrator for all FPA discounted membership dues.

Each year, you will receive your firm’s Group Membership invoice with the names, FPA ID numbers and discounted dues rates for all FPA members included in your Group membership account.

Submit your FPA Group Membership Enrollment Form today!