The Financial Planning Association currently serves more than 28,000 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 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
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
Educator Categories
Educator
Individuals who spend most of their time teaching financial
planning, finance or business at an educational institution
$145/year | Benefits
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
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.
