Membership and Benefits

FPA is here for you, wherever you are in your career. Select the membership type that's right for you.

Where financial planning practitioners come together.

Our members are dedicated to elevating each other, and the financial planning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow.

Benefits

FPA is your knowledge hub, inspiration source, career fuel, cheering section, and so much more.
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Belonging

Become part of a receptive, participatory community where you feel heard, supported and involved.
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Inspiration

Get timely ideas, unique perspectives and forward-looking points-of-view that have value.
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Growth

Meet the changing needs of your clients with the knowledge, guidance and mentorship that will help you continually advance and improve.
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Amplification

Contribute to a unified voice that represents our shared values, vision and collective interests to raise awareness and bring the benefits of financial planning to more people.

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Options

Every membership includes access to your local chapter. Annual dues for CFP® Professional and Allied Professional Members are based upon your region. Fees increase by $10 annually for all members in Florida and California to cover state council dues.
$375 + local chapter dues annually

CFP® Professional

You have held a position in financial planning or financial services for five years or more, and have an active CFP® certification.

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$50 annually (including chapter dues)

Aspiring Financial Planner

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.

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$225 annually (including chapter dues)

New to the Profession Financial Planner

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.

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$299 + local chapter dues annually

Allied Professional — Practicing Planner

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.

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$299 + local chapter dues annually

Allied Professional — Support

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.

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$199 annually (including chapter dues)

Academic

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.

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$149 annually (including chapter dues)

Member Emeritus

You are a retired financial planning professional, and work no more than 20 hours per week.

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$149 annually

International Professional

You are a CFP® professional, reside outside of the United States, and are actively involved in the practice and profession of financial planning.

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$250 annually

Group Membership

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.

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