Membership

The Financial Planning Association currently serves more than 28,000 members — financial planners, associated professionals, academics, students, large firms and independent practioners — who lead and manage more than 15,500 organizations. We have numerous membership types, each tailored to your specific needs, all featuring a wide range of benefits to help you succeed in your chosen profession.

Financial Planner Categories 

 

Financial Planner

CFP® professionals & individuals who practice financial planning as their primary vocation
$395/year | Benefits

Candidate for CFP® Certification

Candidate who has passed the CFP Board Certification Examination and is working on experience requirement
$175/year | Benefits 

1st-Year CFP® Certificant

Individuals in first year of CFP Certification
$195/year | Benefits 

2nd-Year CFP Certificant

Individuals in second year of CFP Certification
$295/year | Benefits 

Retired Financial Planner

Retired planners whose primary profession was financial planning
$145/year | Benefits 

Associated Professional Categories

 

Associated Professional

Estate planning attorneys, accountants, mortgage professionals or other executives who support the profession
$295/year | Benefits 

Support Staff

Paraplanners, office managers and others who support the financial planning process; doesn't include CFP certificants
$195/year | Benefits 

Educator Categories

 

Educator

Individuals who spend most of their time teaching financial planning, finance or business at an educational institution
$145/year | Benefits 

Student-Degree

Student enrolled in a CFP Board-registered degree program or related finance/business degree program
$35/year | Benefits 

Student-Certificate

Student enrolled in a CFP Board certificate program
$145/Year | Benefits 

Longevity Program

FPA's Longevity Program marks your milestone anniversary dates as an FPA member with special gifts and recognition. Members who reach 5-, 10-, 15-, 20-, 25-, 30- and 35-year continuous membership anniversary milestones will receive gifts as a token of our appreciation for your continued commitment.