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CFP® Professional Membership Benefits

As an FPA member, you gain access to the expert resources, advocacy initiatives and networking opportunities, in the guide below.

Professional Development

Learn Your Way
Continuing Education Access 18 CE credits annually through a combination of 12 issues of the Journal of Financial Planning and six complimentary one-hour webinars.
Webinars Receive preferred member rates (savings of 50% or more) on live and on-demand, high-quality webinars through the FPA Professional Development Center.
Journal of Financial Planning Receive a monthly subscription to the FPA award-winning, peer-reviewed Journal of Financial Planning (archives & CE credit available). Download digital editions with JFP app.
Events & Conferences Save on registration to attend FPA events and conferences, including FPA Retreat and FPA Annual Conference, the largest gathering of CFP® professionals.
Financial Services Review Access the latest in theoretical and empirical research through digital editions of Financial Services Review, a quarterly peer-reviewed journal co-published by the Academy of Financial Services and FPA.
FPA SmartBrief Subscribe to FPA SmartBrief, a weekly digest of the latest in the profession, including news, policy updates and the trends in practice management.
Magazine Subscriptions Keep current with a monthly subscription to MONEY Magazine plus access to the MONEY Magazine digital edition.

Business Success

Energize and Grow Your Businesss
Member Advantage Program Save with more than 70 discounted practice management resources, tools, and education providers.
Planner Search® Connect with consumers in your area. Receive four client articles for use in your practice. (Eligibility requirements apply).
Residency Save with member preferred pricing to attend FPA Residency where you can jump-start your career in this experiential 6-day in-residence program.
MentorMatch Connect with experienced FPA members to receive best practices and tips, or volunteer to share your own experience with up-and-coming professionals.
Practice Management Blog Run your business more efficiently, effectively and profitably with advice from the FPA Practice Management Blog.
Job Board Explore career opportunities through the FPA Job Board for confidential job searching.
Research and Practice Institute Gain practice and business insights with original research from FPA's Research and Practice Institute.
Media Training Learn the essentials of working with journalists through FPA Media Training.
FPA Media Source Be a part of FPA unique media query system for CFP® professionals that connects journalists with FPA members on personal finance and financial planning stories.
Logo Usage Add the FPA logo to your marketing materials, emails and other collateral to showcase your professional affiliation.

Advocacy

Protect Your Profession
Volunteer Contribute to the success of your profession though opportunities to lead and volunteer locally and nationally.
Engage Advocacy Tool Become an official FPA Advocate in less than three minutes with the FPA Engage Advocacy Tool. Sign up and make your voice heard!
State Advocacy Toolkit Jump start your advocacy efforts with the FPA Advocacy Toolkit, which includes comprehensive, downloadable documents that prepare you for advocacy activities with your state legislators.
Advocacy Days FPA Advocacy Days in Washington, D.C. and State Advocacy Days provide you with hands-on training, branded folders, badges and position leave behinds and advice.
FPA Political Action Committee Representing financial planners and issues affecting you is the primary objective of the FPA-Political Action Committee (FPA-PAC) - the only registered PAC on Capitol Hill representing the interests of the financial planning profession.

Community

Expand Your Connections
Chapters Connect through FPA’s unparalleled nationwide chapters to network, share ideas, attend local educational programs and events, and participate in leadership opportunities.
FPA Connect Interact virtually with peers on FPA Connect, the FPA online community.
Knowledge Circles Learn from your colleagues through FPA Knowledge Circles, where best practices are discussed online, over the phone, and in-person.
Networking Connect with a network of more than 24,000 financial planning colleagues.

How to Become a CFP® Professional Member

Becoming a CFP® Professional Member is an investment in your professional development and business success and pays for itself in benefits, career growth opportunities, preferred member pricing, and resources. To join, enter your zip code to calculate your dues, then fill in your member profile and pay your membership dues online.

or Call to to Join

800.322.4237 U.S. and Canada
303.759.4900 International

Note: Membership includes participation in one of FPA’s nationwide network of chapters assigned using your zip code. To affiliate with a different chapter, call FPA at 800-322-4237.

Allied Professional Membership Benefits

More than 24,000 financial planning professionals make FPA their One Connection™ for elevating their knowledge, expanding connections, energizing and growing their business and protecting their profession. Rely on FPA as your expert resource and advocate for what you need to thrive professionally by using this guide to FPA Member Benefits.

Professional Development

Learn Your Way
Webinars Receive preferred member rates (savings of 50% or more) on live and on-demand, high-quality webinars through the FPA Professional Development Center.
Journal of Financial Planning Receive a monthly subscription to the FPA award-winning, peer-reviewed Journal of Financial Planning (archives & CE credit available). Download digital editions with JFP app.
Events & Conferences Save on registration to attend FPA events and conferences, including FPA Retreat and FPA Annual Conference, the largest gathering of CFP® professionals.
Financial Services Review Access the latest in theoretical and empirical research through the Financial Services Review, a quarterly supplement in the Journal of Financial Planning
FPA SmartBrief Subscribe to FPA SmartBrief, a weekly digest of the latest in the profession, including news, policy updates and the trends in practice management.
Magazine Subscriptions Keep current with a monthly subscription to MONEY Magazine plus access to the MONEY Magazine digital edition.

Business Success

Energize and Grow Your Businessss
Member Advantage Program Save with more than 70 discounted practice management resources, tools, and education providers.
Residency Save with member preferred pricing to attend FPA Residency where you can jump-start your career in this experiential 6-day in-residence program.
MentorMatch Connect with experienced FPA members to receive best practices and tips, or volunteer to share your own experience with up-and-coming professionals.
Practice Management Blog Run your business more efficiently, effectively and profitably with advice from the FPA Practice Management Blog.
Job Board Explore career opportunities through the FPA Job Board for confidential job searching.
Research and Practice Institute Gain practice and business insights with original research from FPA's Research and Practice Institute.
Media Training Learn the essentials of working with journalists through FPA Media Training.
Logo Usage Add the FPA logo to your marketing materials, emails and other collateral to showcase your professional affiliation.

Advocacy

Protect Your Professions
Volunteer Contribute to the success of your profession though opportunities to lead and volunteer locally and nationally.
Engage Advocacy Tool Become an official FPA Advocate in less than three minutes with the FPA Engage Advocacy Tool. Sign up and make your voice heard!
State Advocacy Toolkit Jump start your advocacy efforts with the FPA Advocacy Toolkit, which includes comprehensive, downloadable documents that prepare you for advocacy activities with your state legislators.
Advocacy Days FPA Advocacy Days in Washington, D.C. and State Advocacy Days provide you with hands-on training, branded folders, badges and position leave behinds and advice.
FPA Political Action Committee Representing financial planners and issues affecting you is the primary objective of the FPA-Political Action Committee (FPA-PAC) - the only registered PAC on Capitol Hill representing the interests of the financial planning profession.

Community

Expand Your Connections
Chapters Connect through FPA’s unparalleled nationwide chapters to network, share ideas, attend local educational programs and events, and participate in leadership opportunities.
FPA Connect Interact virtually with peers on FPA Connect, the FPA online community.
Knowledge Circles Learn from your colleagues through FPA Knowledge Circles, where best practices are discussed online, over the phone, and in-person.
Networking Connect with a network of more than 24,000 financial planning colleagues.

How to Become an Allied Professional Member

Becoming an Allied Professional Member is an investment in your professional development and business growth and pays for itself in benefits, career growth opportunities, preferred member pricing, and resources. To join, enter your zip code to calculate your dues, then fill in your member profile and pay your membership dues online.

or Call to to Join

800.322.4237 U.S. and Canada
303.759.4900 International

Note: Membership includes participation in one of FPA’s nationwide network of chapters assigned using your zip code. To affiliate with a different chapter, call FPA at 800-322-4237.

Other Membership Options

More than 24,000 financial planning professionals make FPA their One Connection™ for elevating their knowledge, expanding connections, energizing and growing their business and protecting their profession. Rely on FPA as your expert resource and advocate for what you need to thrive professionally by using this guide to FPA Member Benefits.

Professional Development

Learn Your Way
Continuing Education Receive preferred member rates (savings of 50% or more) on live and on-demand, high-quality webinars through the FPA Professional Development Center.
Journal of Financial Planning Receive a monthly subscription to the FPA award-winning, peer-reviewed Journal of Financial Planning (archives & CE credit available). Download digital editions with JFP app.
Events & Conferences Save on registration to attend FPA events and conferences, including FPA Retreat and FPA Annual Conference, the largest gathering of CFP® professionals.
Financial Services Review Access the latest in theoretical and empirical research through the Financial Services Review, a quarterly supplement in the Journal of Financial Planning
FPA SmartBrief Subscribe to FPA SmartBrief, a weekly digest of the latest in the profession, including news, policy updates and the trends in practice management.
Magazine Subscriptions Keep current with a monthly subscription to MONEY Magazine plus access to the MONEY Magazine digital edition.

Business Success

Energize and Grow Your Business
Member Advantage Program Save with more than 70 discounted practice management resources, tools, and education providers.
Residency Save with member preferred pricing to attend FPA Residency where you can jump-start your career in this experiential 6-day in-residence program.
MentorMatch Connect with experienced FPA members to receive best practices and tips, or volunteer to share your own experience with up-and-coming professionals.
Practice Management Blog Run your business more efficiently, effectively and profitably with advice from the FPA Practice Management Blog.
Job Board Explore career opportunities through the FPA Job Board for confidential job searching.
Research and Practice Institute Gain practice and business insights with original research from FPA's Research and Practice Institute.
Media Training Learn the essentials of working with journalists through FPA Media Training.
Logo Usage Add the FPA logo to your marketing materials, emails and other collateral to showcase your professional affiliation.

Advocacy

Protect Your Professions
Volunteer Contribute to the success of your profession though opportunities to lead and volunteer locally and nationally.
Engage Advocacy Tool Become an official FPA Advocate in less than three minutes with the FPA Engage Advocacy Tool. Sign up and make your voice heard!
State Advocacy Toolkit Jump start your advocacy efforts with the FPA Advocacy Toolkit, which includes comprehensive, downloadable documents that prepare you for advocacy activities with your state legislators.
Advocacy Days FPA Advocacy Days in Washington, D.C. and State Advocacy Days provide you with hands-on training, branded folders, badges and position leave behinds and advice.
FPA Political Action Committee Representing financial planners and issues affecting you is the primary objective of the FPA-Political Action Committee (FPA-PAC) - the only registered PAC on Capitol Hill representing the interests of the financial planning profession.

Community

Expand Your Connections
Chapters Connect through FPA’s unparalleled nationwide chapters to network, share ideas, attend local educational programs and events, and participate in leadership opportunities.
FPA Connect Interact virtually with peers on FPA Connect, the FPA online community.
Knowledge Circles Learn from your colleagues through FPA Knowledge Circles, where best practices are discussed online, over the phone, and in-person.
Networking Connect with a network of more than 24,000 financial planning colleagues.