FPA® is the principal professional membership home for CFP® practitioners, those on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional, academic leaders, financial planners, students and those who support the financial planning process.
You can join FPA online at JoinFPA.org, by phone at 800.322.4237 or by mail by downloading an application and mailing it to 1290 Broadway, Suite 1625, Denver, CO 80203.
You may join as an individual or as a firm. For firms of 300 or less employees, consider Group Membership. Firms of 300 or more employees should consider a Classic Partnership. Learn more at JoinFPA.org.
FPA offers several types of individual memberships as well as a group membership to fit your needs as a financial planner. Visit ‘Membership Options’ on JoinFPA.org to learn more.
FPA membership is annual and your join date serves as your anniversary date for when your membership will be up for renewal annually.
You can pay for your membership by credit card (VISA, MasterCard, American Express and Discover), check or money order.
The FPA Auto-Renewal Program enables you to auto-renew your membership annually by providing a credit card to make this annual payment. When you enroll, you’ll receive a one-time $50 savings off of your membership dues. Please use Promo Code: AUTORNW when paying your dues online. Note: Full-time Student category members and members participating in the Monthly Dues Installment Program are not eligible for the Auto-Renewal Program or discount.
The FPA Monthly Dues Installments program offers an option for CFP® Professional and Allied Professional members to pay their annual membership dues in installments over the 12 months of their membership. Special promotions or discounts may not be applied to dues when participating in the Monthly Dues Installments program. Note that enrollment in membership is a 12-month commitment. Should you no longer wish to pay in monthly installments, the remaining portion of your balance would be owed at that time. You can select this payment option during the checkout process at JoinFPA.org.
FPA’s membership cancellation policy is that no refunds for dues paid will be given if a request is received 30 days or more after notification has been made that the membership application or renewal has been processed. Please note that FPA membership is for an individual person, and therefore non-transferable to other persons. FPA Group Members may transfer an individual membership to a new staff person if they leave your firm. If you need help, just call us at 800.322.4237 or email [email protected]
You can learn more about the indispensable resources FPA provides in professional development, business support, community and advocacy by visiting 'Why Join FPA' or downloading the membership brochure on JoinFPA.org.
FPA members receive digital and hard copy editions of FPA’s award-winning, peer-reviewed Journal of Financial Planning, which offers continuing education credit and with access to searchable archives. FPA members also receive a subscription to Money Magazine. You will receive your publications within one or two months after joining FPA, depending on your join date. If you have any trouble receiving your publications, call 800.322.4237 or email [email protected].
Dues are not tax deductible as charitable contributions for federal income tax purposes but may deductible as an ordinary and necessary business expense. However, a portion of the dues is not deductible as an ordinary and necessary business expense to the extent that FPA engages in lobbying. The non-deductible portion for dues related to lobbying is 6.07%.