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Institutional Membership

FPA welcomes firms to become FPA Institutional members and part of the financial planning community. FPA’s Institutional membership consists of firms who have products and services that are appropriate for financial planners as well as financial planning broker-dealers who find value in having access to other Institutional members as well as to FPA’s individual members.

Institutional membership in the Financial Planning Association can raise your profile through a variety of marketing, research and visibility opportunities that will connect you and your company with the various facets of the financial planning community. If your company supports the financial planning process and wants to gain access to the best financial planners and advisers in the country, FPA Institutional membership is for you.

With so many financial products and services available in today's competitive marketplace, your company may find it difficult and expensive to reach your target market - financial services professionals. FPA's Institutional membership is your connection to this key audience of potential clients. You will cost-effectively reach individual financial planners and advisers who support the financial planning process.

Let us help you obtain your company objectives through..

  • Access to your target audiences at live events, with sponsorships, in print, via the web and through the mail
  • Networking opportunities at the national and local levels and through group meetings with your peers
  • Discounts on exhibits, advertising and research
  • Recognition and visibility to a highly desirable audience as well as professional leadership opportunities

Click here to learn more about FPA Institutional Membership benefits

Or contact Bob Haddad:
(800) 322-4237 ext. 7184
Bob.Haddad@fpanet.org