PlannerSearch Consumer View

View PlannerSearch from the consumer's perspective

View PlannerSearch from the consumer's perspective.


View PlannerSearch from the consumer's perspective


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PlannerSearch®

View FPA's PlannerSearch tool

Our unique online tool, PlannerSearch, is designed to help consumers find FPA members who are CERTIFIED FINANCIAL PLANNER™ professionals.

Sign up for an Enhanced Listing ($99) or a Basic Listing (free) and gain visibility with thousands of potential clients a month.

Available Features & Listing Types

 

PlannerSearch Features Enhanced Listing Basic Listing
Display address, city, state, phone and fax
Get recognition as a CFP® certificant and member of FPA
Get e-mailed directly by consumers through the PlannerSearch system
Get priority listing on search results pages   
Add a photograph and/or company logo to your listing  
Access View Leads, a feature that allows you to retrieve information on consumers who search on you  
Get instant e-mails of consumers looking for planners in your geographic area  
Receive a full subscription to Financial Planning Perspectives articles each month  

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Eligibility Requirements

Already Have a Listing?

Questions

Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.


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Related Resources

 

108 Reasons to Become an FPA Member (PDF | 800KB)

A Demographic Study of FPA Membership (PDF | 932KB)