Value of FPA Membership 

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Company Membership

Group of business men and womenYour organization has a place at FPA.

Whether you are seeking membership discounts or sponsorship opportunities, FPA offers two great programs to fit your firm's needs.

Institutional Membership

FPA's Institutional Membership is for firms that have products and services that are appropriate for financial planners as well as financial planning broker-dealers, and who find value in having access to other Institutional and individual FPA members.

View FPA's Institutional Member product and service directory.

Contact an Institutional Membership representative by emailing CorporateSales@FPAnet.org or calling (800) 322-4237, Option 5.

Group Membership

FPA's Group Membership program is designed for firms that have multiple employees seeking membership with FPA. Through the Group Membership program, firms can take advantage of significant discounts on many benefits aimed at supporting financial firms of their size and structure.

View our list of Group Member firms who have publicy committed to the practice and promotion of ethical financial planning.

Contact a Group Membership representative by emailing GroupMembership@FPAnet.org or calling (800) 322-4237, Option 2.


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Contact Information

 

Institutional Membership:

(800) 322-4237 Option 5

CorporateSales@FPAnet.org

 

Group Membership:

(800) 322-4237, Option 2

GroupMembership@FPAnet.org

 

General Questions:

(800) 322-4237, Option 2

info@FPAnet.org

 

Additional Resources

Group Membership Application (PDF | 1.4MB)

Group Membership Information (PDF | 141KB)