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Member FAQs

As the recognized and unquestioned membership resource and advocate for CFP® professionals, FPA is here for CFP® professionals, those on the path to becoming a CFP ® professional, financial planners, academic leaders, and students and those who support the financial planning process.

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 Institutional membership.

Click here for a full listing of FPA Individual membership categories.

Click here for a full listing of FPA Individual membership categories.

Learn more about FPA’s member benefits that provide knowledge, expand connections, energize and grow your business and protect the profession.

If an FPA member enrolls in any of the insurance programs provided by FPA Member Advantage Program partner Ryan Insurance, an active membership must be maintained to be an insurance policy holder.

FPA membership is annual and your join date serves as your anniversary date for when your membership will be up for renewal annually.

FPA membership dues are non-refundable. FPA Group Members may transfer an associated Individual membership to a new staff person if an Individual member has left the firm. The length of the membership will reflect the balance of remaining months left at the time the membership is transferred. For assistance, please contact a Group Membership representative at GroupMembership@OneFPA.org or 800.322.4237

If an FPA membership is not renewed by its renewal date, access to associated member benefits is immediately discontinued. For FPA memberships renewed within 60 days of the expiration date, a grace period is extended so the member retains their original join date. If an FPA membership is not renewed within 60 days of the renewal date, a one-time exception may be requested in which a member may maintain their original FPA membership join date. Requests may be made by contacting FPA Member Services at MemberServices@OneFPA.org

When you join and pay your membership dues, membership in your local FPA chapter is included. There are not presently chapters for International FPA members.

You can join FPA online, by phone by calling 800.322.4237 or by mail by downloading an application and mailing it to 7535 E. Hampden Avenue, Suite 600, Denver CO 80231.

You can pay for your membership by credit card (VISA, MasterCard, American Express and Discover), check or money order.

FPA’s Monthly Dues Installments program offers an option for 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. Please call our Member Services team at 800.322.4237, option 2. 

FPA’s 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.

If you have a question not answered here, please call or email FPA Member Services at 800.322.4237, MemberServices@OneFPA.org.

FPA Membership Renewal FAQs

Following thoughtful consideration of the needs of our members, FPA moved forward with a more integrated and simplified dues structure to serve members better. Members now pay one dues amount to participate in membership in FPA nationally and in their local chapter. The changes also include an increase in dues.

The first year, second year and 3 years+ membership categories for CFP® professionals merged into one CFP® Professional membership category. The Allied Professional - Financial Services and Allied Professional - Non-Financial Services membership categories merged into one Allied Professional category. The International category was broken out so that international financial planners with global CFP® certification from the Financial Planning Standards Board are in an International CFP® Professional category and international financial planners without their global CFP® certification are Allied Professional category members. Visit the Membership pages for a list of membership categories and associated definitions.

Visit the Membership pages for a list of membership categories and associated definitions.

FPA Members provided consistent feedback that membership categories were confusing and difficult to navigate. Merging categories was intended to provide simplified category options. Members also expressed an overwhelming preference to pay a single dues amount to access all FPA benefits including membership in their local FPA chapters. Included in the structural changes was an increase in membership dues. This increase reflects the increased costs of servicing members as FPA works diligently to be responsive to the needs of its members and deliver first-in-class benefits to support members’ success. Recent additions to member benefits have included a Journal of Financial Planning app, quarterly access to Financial Services Review the re-launched Practice Management blog, a new FPA Annual Conference – BE experience, increased visibility through the newly re-launched PlannerSearch, savings through the Member Advantage Program, the FPA Media Training and Inquiries program, original research from FPA Research & Practice Institute, the newly launched Professional Development Center and Knowledge Circles.

These changes went into effect on January 1, 2016.

If you have a membership category name change, those changes are now in effect. On your renewal notice, you will see one amount for dues which will reflect the increase. 

You can see the revised dues amounts in the Membership section of the website. The revised amount is also reflected in your renewal notice.

New Membership Structure FAQs

You can access all your benefits and print your FPA membership card immediately after joining by logging into MyFPA. Expect to receive your electronic FPA welcome toolkit within 24 hours upon processing your membership dues payment. You will also receive your first issue of the magazine and e-newsletter within four weeks.

You can find your membership ID on line at OneFPA.org/MyProfile and logging in using your FPA login and password. Or call or email FPA Member Services at 800- 322-4237, MemberServices@OneFPA.org.

You will receive a receipt for your membership dues payment via mail or email.

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%.

Learn more about FPA’s member benefits that provide knowledge, expand connections, energize and grow your business and protect the profession. Your MyFPA profile which you can access by logging into www.OneFPA.org will also provide the latest information and access to all of your member benefits.

FPA members receive digital and hard copy editions of FPA’s award-winning, peer-reviewed Journal of Financial Planning for the best current thinking, innovative, thought-provoking content, ideas and strategies plus continuing education credit with access to searchable archives. Download editions with the Journal app. As a member, you can also access the latest in theoretical and empirical research in personal financial management, including benefits and retirement planning, estate planning, investments, insurance, real estate, international investing, investor psychology and more through this quarterly supplement from the Academy of Financial Services and the Journal of Financial Planning. FPA members also receive subscriptions to Bloomberg Businessweek and Money magazines.

FPA is home to a nationwide financial planner network of nearly 100 chapters. Log in to your MyFPA member profile at www.OneFPA.org

To participate, you must be an FPA member in good standing and a CFP® professional. Members are not automatically added to the platform, they must opt in. To opt in, please contact the FPA Member Engagement Team at MemberServices@OneFPA.org. You can also opt-in online by visiting www.onefpa.org/business-success/Pages/PlannerSearch.

You can manage your communication preferences in your MyFPA member profile by logging in using your username and password at www.OneFPA.org

You can read FPA’s current privacy policy here.

You can reset your member username at https://www.onefpa.org/Pages/ChangeUsername.aspx or by calling Member Services at 800.322.4237. You can reset your member password at https://www.onefpa.org/Pages/ChangePassword.aspx or by calling Member Services at 800.322.4237.

You can change your contact information by logging into your MyFPA member profile by logging in using your member id and password at www.OneFPA.org or calling or emailing FPA Member Services at 800.322.4237, MemberServices@OneFPA.org

FPA sends a series of communication through mail, email and phone to let you know when your membership is due for renewal.

If your membership is lapsed more than 60 days past your renewal date, your original join date will not apply as the anniversary date for your membership.

To rejoin, go online to OneFPA.org/MyProfile or call FPA Member Services at 800.322.4237, MemberServices@OneFPA.org.

Yes! FPA’s Member-Get-A-Member Program enables members to recommend a colleague for membership. Learn more about this program which rewards both you and the prospective member you refer when they join.

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 does have an Economic Hardship Policy to provide aide and leniency to members who, as a result of extreme financial constraints, cannot afford their membership dues. Membership extensions, ranging from six months, will be provided to members on a case by case basis. Determining factors include but are not limited to a member’s longevity with FPA and the severity of their situation. Eligibility can only be determined by the Membership Department.

Please call or email FPA Member Services at 800.322.4237, MemberServices@OneFPA.org

Yes, The FPA membership may be transferred to a new staff person. The length of the membership will reflect the balance of remaining months left at the time of transferring. For assistance, please contact a Group Membership representative at GroupMembership@OneFPA.org or 800.322.4237.

No. Dues are not refundable but you can transfer the membership to another staff person. For assistance, please contact a Group Membership representative at GroupMembership@OneFPA.org or 800.322.4237.