About FPA

Note: The links on this page will take you to the FPA National website.

The Financial Planning Association® (FPA®) is the largest membership organization of CFP professionals and their allied services.  The all volunteer Board of Directors are tasked with guiding the organization towards its Core Beliefs while upholding the organization's bylaws.

FPA members are committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.

The membership consists of:

  • Financial Planners
  • Accountants
  • Attorneys
  • Bankers
  • Charitable Giving Specialists
  • Insurance Agents
  • Stockbrokers
  • Money Managers
  • Investment Consultants
  • Broker-Dealer and Corporate Executives
  • Others Who Champion the Financial Planning Process

Member Benefits

  • Virtual Learning - On Demand and Live Webinar courses at discount prices for members. CFP Continuing Education credit is available on various courses.
  • Register for FPA PlannerSearch
  • Practice Management Resources - tips and articles to help your business at every stage. Whether you are just starting your practice; trying to grow your practice; or if you are ready to retire and leave your practice; you will want to check this valuable resource for information to help you get where you are going.

FPA & the General Public