Value of FPA Membership 

Watch a short video that focuses on the value of FPA membership. 


 
 

Individual

The Financial Planning Association currently serves more than 27,500 members — financial planners, associated professionals, academics, students, large firms and independent practitioners — 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 is taking the CFP Board Certification Examination or 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

Join/Renew

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

Join/Renew

Educator Categories


Educator

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

Educator with CE Package

Individuals who spend most of their time teaching financial planning or business at an educational institution and would like the opportunity to earn CE to support their CFP® certification through their membership in FPA
$225/year | Benefits

Please Note: The "Educator with CE Package" is not available online. To upgrade to the CE package, please call Member Services at 800.322.4237 (303.759.4900 International).

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

Join/Renew

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.