The Financial Planning Association offers a group membership program to firms that are committed to professionalism in financial planning and that publicly demonstrate commitment to the financial planning process and their clients.
By participating, you can reap all the rewards of individual membership at a substantial discount for your employees, including CFP® professionals, associated professionals, para-planners and office staff.
| Number of Members | Membership Discount | Discount to Annual Conference |
| 5-9 | 5% | 3% |
| 10-25 | 5% | 10% |
| 26-49 | 10% | 13% |
| 50-99 | 15% | 15% |
| 100-1499 | 20% | 15% |
| 1500-2500+ | 25% | 15% |
Participation Requirements
- All members of the firm will have the same renewal date.
- The firm agrees to pay all membership dues for the entire firm via one check.
Questions
For more information on FPA Group Membership, please contact Chris Culbreath at 800.322.4237, ext. 7303, or chris.culbreath@fpanet.org.
