Why Join FPA?

Welcome to your professional home!
Let us show you how your FPA® membership
makes a difference.

An Environment Designed to Help You Become Your Best You

In the financial planning profession, while there are many diverse factors that contribute to success, there’s simply no substitute for relevant, useful, quality content. FPA® members receive a monthly print subscription and unlimited digital access to the Journal of Financial Planning, the gold standard when it comes to credible thought leadership for the profession.

The Journal offers the most valuable, actionable content and professional development resources available to financial planners, with 91 percent of FPA® members reporting that they read the Journal every month.

Highlights of the Journal include:
Frequency and Relevance

The Journal is published on the first business day of each month, and is available in print, online and via the Journal of Financial Planning app. Many FPA® members set aside time each month to read the new issue cover to cover.

The Best Continuing Education Available

Each issue offers free CE credits, allowing members to fulfill reporting requirements through the consumption of exclusive content that drives genuine personal and professional growth.

Transferable and Expansive

The theme of the Journal feeds into other mediums each month, such as the Journal in the Round webinar, allowing members to dig deeper into the topics that matter in the financial planning profession.

Make Your Own Contribution

FPA® members are encouraged to read the writing guidelines and suggested writing topics on the Journal website, and submit an article or a Letter to the Editor on a topic you are passionate about.

To join FPA® and take advantage of the Journal of Financial Planning, contact the FPA® Member Services team at
MemberServices@OneFPA.org, give us a call at (800) 322-4237 or use the button below.

A Platform to Make Your Contribution to the Profession

We believe, of course, that the Financial Planning Association® (FPA®) offers a value to our members that they can’t get anywhere else. In listening to our members, however, the benefits we provide are rarely the primary reason financial planners join FPA. Instead, they join because they want to be part of something greater than themselves and to make an impact, and FPA® gives them a platform to do just that.

FPA® and our members are the voice of the financial planning profession, and we make it easy to get involved:

Lend Your Voice to Legislative Efforts

From Advocacy Days at the national and state level, to the ability to contribute to and distribute letters and statements to policymakers, FPA® offers a wealth of opportunities for members to engage in protecting their practices and guiding the profession.

Make an Impact with Pro Bono Planning

FPA® offers opportunities for members to get involved in pro bono financial planning efforts at the national level, as well as in their own backyards via local chapter programs.

Become a Go-To Expert for Media

Through the FPA® MediaSource program, make your voice heard through access to local and national media.

Share Your Expertise

FPA® members are encouraged to read the writing guidelines and suggested writing topics on the Journal website, and submit an article or a Letter to the Editor on a topic you are passionate about.

As an FPA® member, your contributions are the single most important component in fostering the healthy, sustainable growth of the financial planning profession. Individually, we may struggle to drive true change forward, but together, there’s nothing we cannot achieve.
If you would like to learn more, contact us via email at
MemberServices@OneFPA.org or give us a call at (800) 322-4237, Option 2.

Bridging the Generation Gap to Build a Shared Future

Like most professions, financial planners are consistently placed into different boxes, categories and frameworks by the various entities attempting to understand how to speak or sell to this audience. In practice, however, it’s as difficult and problematic as it is to brand consumers as “Millennials” and “Baby Boomers.” Financial planners as a group are simply too diverse in age, experience, career path, wants and needs to separate into categories - and that’s a good thing!

We believe that true financial planners, regardless of demographic categorization, are more similar than they are different. The differentiator is a commitment to true financial planning; planners that help their clients define fulfillment for themselves play an integral role in guiding them to reach their potential and do so as a service, not a transaction. It does planners new to the profession little good to be compartmentalized or excluded from events and discussions with experienced planners, and the reverse is also true.

FPA® is home to both experienced and new financial planners, and nearly every planner in between, because our community focuses not on age, tenure, region or history, but on a shared commitment to making each other better, and building the profession together. The changing nature of the world we live in ensures there’s always more knowledge to gather, and the transference of wisdom between young planners and those with more experience will be a critical component to creating a profession we can be proud of.

We hope you will become a member of FPA® to take advantage of the myriad opportunities to connect with the most skilled, passionate and diverse community of planners available - to get a sense of how our planners engage (and how you can begin to get involved), check out the following:

FPA® Activate Facebook Group

A vibrant social media forum designed to be the go-to community for financial planners who want to fast track their careers and develop their financial planning skills.

"You're A Financial Planner, Now What?" Podcast

Each week, FPA® offers a brand-new edition of the "You’re A Financial Planner, Now What? podcast, and featuring influential guests offering inspirational stories, valuable insights and expert commentary on a wide range of different financial planning topics. While the podcast aims to help new financial planners gain a foothold in the profession, the content and topics covered are often relevant to planners at every career stage.

Twitter (@fpassociation and @FPAPubs)

With more than 36,000 followers between our two primary Twitter handles, Twitter offers an excellent way to keep up with FPA® news at both the national and the local (chapter) level. The @fpassociation handle is our primary handle, while @FPAPubs is focused primarily on Journal of Financial Planning content.

If you would like to learn more, contact us via email at
MemberServices@OneFPA.org or give us a call at (800) 322-4237, Option 2.

experience the power of a connected community

We all seek to belong to something, and community is the container in which our sense of belonging can be fulfilled. Community matters at the Financial Planning Association® (FPA®) not only because of the value our affiliated financial planners gather when it comes to personal and professional growth, but in the power of idea sharing, passion and inspiration, which elevates the profession.

Our members engage and connect with their peers, FPA® staff and the many thought leaders and influencers affiliated with the association in a variety of ways. There’s no one right way to do it, so the most important component is what makes you feel the most comfortable:

Online Communities

Our primary peer-to- peer online community, FPA® Connect, is professionally moderated, compliance-friendly and the best place to find the questions, answers and topics that are most important to financial planners. The FPA® Activate Facebook Group, a vibrant social media forum designed to be the go-to community for financial planners who want to fast track their careers and develop their financial planning skills, is open to the public.

Engage with Planners in Your Area

The ability to engage virtually with practitioners, members and financial planning thought leaders from across the globe is one of the great perks of FPA® membership, and the most successful members unite the virtual experience with the intrinsic value of in-person connections at the local level. Most FPA® members are affiliated with a local FPA® Chapter, offering in-person and virtual events and meet-ups specific to your area. This added benefit to membership is included in your annual dues.

Many Ways to Get Involved

There are myriad other ways to see and hear what your peers are saying and to join in the discussion. The forums above are simply a great place to start, and illustrate the wide spectrum of engaging financial planning-focused discussion and conversation that serves as one of the most valuable benefits of FPA® membership.

If you would like to learn more, contact us via email at
MemberServices@OneFPA.org or give us a call at (800) 322-4237, Option 2.

Access to FPA® Signature Events

Nearly two-thirds of respondents stated that professional development is the most important benefit of membership, according to a recent FPA® survey. Our signature events are one of the most powerful ways for members and non-members alike to take their practice and the profession overall to the next level.

FPA® members receive attractive discounts for each of our signature events, including:

FPA® Annual Conference

The FPA® Annual Conference is the largest gathering of CFP® professionals and thought leaders in financial planning, delivering an amazing opportunity to pursue personal growth by connecting with your peers and learning from the top minds in the profession, and it allows you to lend your voice to the conversation, share your ideas and be an integral part of moving our community forward.

FPA® Retreat

FPA® Retreat is a genuinely unique experience fueled by the spirit of friendly discourse, a shared commitment to improvement and development and a structure without formal boundaries, creating an unmatched environment for learning, inspiration and making lifelong connections. A format focused on the powerful interactions and connections between planners who have come to view each other not just as peers, but as friends and confidantes, makes this event one you can’t afford to miss.

FPA® NexGen Gathering

An annual event providing an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance for financial planners to get to know peers, colleagues and the FPA® leadership in an intimate and free-flowing setting. The event welcomes all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners.

FPA® Residency

Led by a faculty of highly-experienced and nationally-recognized deans and mentors, FPA® Residency is a case study-based learning approach that develops the skills required to become a confident and competent professional. Class sizes are capped at 30 to allow for a more intimate and engaging learning experience.

FPA® Advocacy Day

Details for fpa advocacy day goes here.

If you would like to learn more, contact us via email at
MemberServices@OneFPA.org or give us a call at (800) 322-4237, Option 2.