How To Set Up Your Account
Below are the three steps you’ll need to take to get your FPA PlannerSearch account to show up on plannersearch.org. As a reminder, to be eligible for this program you must be a current CFP® Professional member of FPA.
We’re experiencing a temporary issue with the Planner Search Opt In process as well as MyProfile. Our team is working to resolve it quickly, and we appreciate your patience. If you need help in the meantime, please contact us at info@onefpa.org or 800.322.4237.
Step 1