Refer New Members

Save On Dues. Help Grow FPA.

Member-Get-A-Member Program - Double Rewards in August!

The FPA Referral Program helps move the profession forward by adding new members to our community, and both you and those you refer save on your dues. There's no limit to how many planners you can refer, and thus no limit to how much you can save. It's the definition of a win-win situation!

Through August 31, we're doubling the rewards for both the referrer and referred member. You'll save $50 on your dues renewal for each colleague you invite who becomes a CFP® Professional or Allied Professional member of the Financial Planning Association® (FPA®). You will receive $20 for each Faculty, CFP® Certificant or CFP® Candidate member who joins FPA. In addition, the member you referred will receive a one-time savings of $50 or $20 depending on their membership category.*

FPA Member-Get-A-Member Program

To participate in the double rewards month, referrals must be made within the month of August and referees must join FPA within 60 days. If a referred member joins after October 31, they will receive our regular referral rewards.

To refer a colleague, simply complete the form below (one form submission per referral) and click Submit.

If you have any questions, please contact our Member Engagement team by calling 1-800-322-4237 or email