FPA Membership Benefits

Here's what you get as a member of the FPA community.

Your True Professional Home

When you become a member, you’ll have a wealth of opportunities to connect, learn and lead — not only in your journey toward mastery in the practice of financial planning, but in shaping the profession itself.

Grow With FPA

Events & Conferences

FPA Annual Conference

Attend the largest global gathering of CFP® professionals and thought leaders in the profession.

FPA Retreat

Convene with other advanced financial planning practitioners to refine your craft and shape the future of the financial planning profession.

FPA NexGen Gathering

Learn from industry thought leaders and each other at one of the only events designed specifically for those who are new to the financial planning profession.

FPA Residency

Created with newly or soon-to- be certified CFP® professionals in mind, this intensive, week-long learning program will immerse you in the “art” of financial planning.

FPA Advocacy Day

Head to Washington, D.C. to educate Congress about our profession, advocate for vital policy issues and protect the future of financial planning.
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More Ways to Grow and Elevate Your Career

Continuing Education and CFP® CE Credit

The FPA Online Learning Center provides access to live webinars, on-demand programs, and top industry leaders.
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FPA Group Benefits

All FPA members are eligible for FPA Group Benefits, including Health Coverage, LTD, STD, Term Life, AD&D and BOE.
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FPA Research & Practice Institute™

Get the business insights you need to succeed in the business of financial planning, via original research published several times each year.
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FPA Job Board

Explore career opportunities as a job-seeker, or access a large pool of prospective employees as an employer.
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Find a Financial Planner

FPA PlannerSearch® is an online referral service that connects consumers to CFP® professionals who best fit their needs.
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CFP Board Exam Discount

FPA members are eligible for a $200 discount on the CFP® exam. The discount offer is valid for any of the three annual exams, but only available for verified FPA members.
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A Place You Can Belong

Be part of a receptive, participatory community where you feel heard, supported and involved.
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Local Chapters

Our 86 active chapters host local meetings and events, and other ways to connect throughout the year.

Online Communities

We host numerous ways for you to connect with your colleagues, from our compliance-friendly online community to our active group on Facebook.

Events & Conferences

Gather knowledge, share ideas, and build national and global relationships.

Find Inspiration

Get timely ideas, unique perspectives and forward-looking points-of-view.
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Peer-Reviewed Academic Journal

Receive a monthly print subscription and unlimited digital access to the Journal of Financial Planning.

FPA Next Generation Planner

Access this monthly digital magazine, designed especially for new financial planners looking to develop their personal and professional goals.

Weekly Podcast

Tune in weekly as our new-to-the-profession podcast, "You’re A Financial Planner, Now What?” explores topics that can help fast-track your career.

Blog

The FPA Practice Management Blog updates you every week with relevant practice management content in areas ranging from marketing to operations.

Twitter

Follow us @FPAssociation and @FPANexGen to keep up with news and colleagues across the country.

Amplify Your Voice

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 everyone.
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Legislative Efforts

From local and state Advocacy Days to lobbying and PAC opportunities, you can make a marked and lasting impact on financial planning policy.

Pro Bono Planning

Volunteer your professional skills to underserved members of your community.

Media Training

Be a go-to source for journalists reporting on personal finance and the financial planning profession.

Find a Financial Planner

FPA PlannerSearch® is an online referral service that connects consumers to CFP® professionals who best fit their needs.

Opportunities to Present and Publish

Share your knowledge and best practices about the profession by writing for an FPA publication or speaking at a conference.