FPA CFP® Professional Membership is for CFP® professionals who actively practice or support financial planning in the U.S. regardless of practice type or compensation method.
The Financial Planning Association® (FPA®) works in partnership with academic leaders, regulatory and legislative bodies, financial service firms and consumer interest groups to advance the practice and profession of financial planning. Our unique resources and nationwide network of chapters provide CFP® professionals with the knowledge and community they need to succeed and grow.
If you are a CFP® Candidate or CFP® Certificant Student, or International CFP® professional visit our
The Allied Professional Membership is for those who deliver personal financial services to the public or support financial planners in their practice.
For additional membership options, including Full-time Student, Faculty, and Member Emeritus,
visit our Other Memberships Section.
A candidate for CFP® certification who has applied to CFP Board to take the CFP® Certification
Examination, but who has not yet met all of CFP Board’s certification requirements. Members may hold this membership type for a maximum of 3 years.
For students who are enrolled in a CFP Board certificate program with the ultimate interest of pursuing a career as a CFP® Professional. Members may only hold this membership type for a maximum of 2 years.
For academics who teach full-time in a CFP Board registered degree program, certificate program, or a related finance or business high school or degree program with the ultimate interest of supporting students who wish to pursue financial planning as a career.
For students who are enrolled in a full-time graduate or undergraduate, finance or business-related degree program with the ultimate interest of pursuing a financial planning career. Members may only hold this membership type for a maximum of 4 years.
For international financial planners with global CFP® certification from the Financial Planning Standards Board. (FPA Chapter membership is not a benefit.)
Retired planners whose primary profession was financial planning. Available for members who have reached full retirement age (as defined by SSA) and, if employed as a business professional, work less than an average of 20 hours per week calculated on an annual basis.
FPA Group Membership is an an easy and efficient way for firms of less than 300 employees to manage multiple individual FPA memberships through one centralized point. Group membership offers a single consolidated invoice, and discounts.
When you enroll as an FPA Group Member, your firm will benefit from discounted access to FPA membership and national conferences. You’ll also gain access to valuable practice management resources, continuing education and professional development to support your firm’s success.
Group membership enables firms to streamline managing multiple individual FPA memberships for employees and save with an exclusive 15% off individual membership fees.
Enroll your firm as an FPA Group Member for $250 annually and receive:
Contact an FPA Membership representative by emailing GroupMembership@OneFPA.org or calling (800) 322-4237, Option 2.
*Discounts valid for CFP® Professional and Allied Professional membership categories only. Not valid with any other offer, promotion, or discount.
Institutional Membership offers access to the right people through multi-faceted opportunities - from elite partner positioning to direct access to our 24,000+ financial planning professionals. Leverage your membership to raise your organization's profile, market your products and services, and connect with the most influential names in the profession. See FPA's Partner Kit to learn more about our entire list of partner opportunities.
*Institutional Members may also receive promotion in FPA's Member Advantage Program
View the list of current Institutional Members.
For current Institutional Members: