You have held a position in financial planning or financial services for five years or more, and have an active CFP® certification.
You do not yet work in financial planning or financial services but aspire to hold a position. This membership type may be held for a maximum of four years.
You have held a position in financial planning or financial services for four years or less. This membership type may be held for a maximum of four years.
You have held a position in financial planning or financial services for four years or more, are a practicing financial planner and do not hold an active CFP® certification.
You work in a role critical to the financial planning profession, such as compliance, operations, law/legal services, tax planning, estate planning, marketing or communications.
You teach full-time in a degree or certificate program at the graduate, undergraduate or high school level. You are committed to supporting and nurturing students and the next generation of financial planning professionals.
You are a retired financial planning professional, and work no more than 20 hours per week.
You are a CFP® professional, reside outside of the United States, and are actively involved in the practice and profession of financial planning.
Receive 15% off dues for all members at your firm and 10% off conference and event registration fees. We’ll help you manage membership for all individuals, and you'll receive one consolidated invoice for your membership dues annually.
Enroll in the Monthly Payment Program during checkout to pay your dues in 12 monthly installments. A $2 processing fee will be added each month, which will be reflected in the monthly payment price presented at checkout. Should you no longer wish to pay in monthly installments, the remainder of your balance will be owed at that time.
