Membership Options

FPA® is the principal professional organization for CFP® practitioners,
and we also offer a variety of membership options for those who support the
practice and profession of financial planning.

There are several types of individual memberships available to fit your needs as a financial planner.

CFP® Professional

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.

For CFP® Professional Members, Annual FPA dues are calculated based on region, as membership includes access to one of our local FPA Chapters*

FPA CFP® Candidate

FPA CFP® Candidate Membership is for candidates for CFP® certification who have applied to CFP® Board to take the CFP® Certification Examination, but who have not yet met all of CFP® Board of Standards’ certification requirements. Members may hold this membership type for a maximum of 3 years or until CFP® certification is attained.

FPA Allied Professional

Thousands of non-CFP® professionals support financial planning and the financial services industry. FPA Allied Professional Membership is for those who deliver personal financial services to the public or support financial planners in their practice.

For Allied Professional Members, Annual FPA dues are calculated based on region, as membership includes access to one of our local FPA Chapters*.

FPA Faculty

FPA Faculty Membership is for academics who teach full-time in a CFP® Board registered degree program, certificate program, or a related finance, business high school or degree program with the ultimate interest of supporting students who wish to pursue a career in the financial planning profession.

FPA CFP® Certificant Student

FPA CFP® Certificant Student is 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 hold this membership type for a maximum of 2 years or until they attain their CFP® certification.

FPA Full-Time Student

FPA Full-Time Student Membership is 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 career in the financial planning profession. Members may hold this membership type for a maximum of 4 years or until they attain their CFP® certification.

FPA International CFP® Professional

FPA International CFP® Professional Membership is for professionals who are involved in the practice and profession of financial planning and reside outside of the United States.

FPA Member Emeritus

If you are a retired planner whose primary profession was financial planning in our community, we would be pleased to welcome you to the FPA community as a Member Emeritus. Member Emeritus status is 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.

To become a Member Emeritus of FPA, please call our Member Services Team at (800) 322-4237, Option 2. *Certain members may not be affiliated with a local chapter due to regionality (i.e., proximity to chapter leadership, events, etc.).

FPA Group Membership

FPA Group Membership is an easy and efficient way for firms with less than 300 employees to gain access to the professional development, community, continuing education and practice management resources that drive success. Enroll your firm as an FPA Group Member for $250 annually to receive:

  • 15% off individual membership dues*
  • 10% off FPA® Annual Conference and FPA® Retreat registrations
  • Free live webinars and six free on-demand webinars
  • Recognition at FPA Annual Conference
  • Streamlined invoice processing for all members of your organization
  • Exclusive use of FPA's Group Member logo
  • All the benefits of individual FPA membership, including a monthly subscription to the Journal of Financial Planning, continuing education, local Chapter access, financial planning tools, advocacy opportunities, and much more!

Empower your firm with an FPA Group Membership.

Questions? Contact us by email at GroupMembership@OneFPA.org or phone at 800-322-4237. Interested in partnering with FPA? Learn more. *Discounts valid for CFP® Professional and Allied Professional membership categories only. Not valid with any other offer, promotion or discount.