FPA's Institutional Membership is a cost-effective way for firms to reach individual financial planners and advisers who support the financial planning process.
Benefits
- FPA Insight, a newsletter featuring roughly 20 pages of content and charts produced by Cerulli Associates that examine specific subjects of interest to providers of products and services
- Use of FPA membership mailing list (2× per year), which includes more than 20,000 financial planning professionals
- Use of the FPA Institutional Member logo
- Free listing in FPA's service directory, an online marketplace for goods and services
- 10 FPA Individual Memberships
- Discounted advertising rates in the Journal of Financial Planning
- Discounted booth fee at FPA's Annual Conference, the largest gathering of financial planners in the profession, with more than 3,500 attendees and over 250 exhibit booths
- Sponsorship opportunities, specially designed for Institutional Members
Code of Conduct
- Download the Code of Conduct (PDF | 1.3MB)
Alliance Program
FPA's Alliance Program was developed for major financial services firms focused on creating a financial planning environment. This program caters to organizations with at least 100 employees that act as the national office.
