If your entire firm would like to gain access to discounted research articles, practice management tools, networking opportunities and more, then FPA Group Membership is for you. When your firm participates in this exclusive program, your entire staff will receive a 15% discount on individual memberships, while gaining access to all of FPA’s member benefits.  If your firm attends FPA conferences and events, you could enjoy savings of up to 15% off conference registrations!

Why is Group Membership a Great Idea?

Group Membership provides your firm with a competitive edge, by keeping your employees engaged and motivated with ongoing training, industry research, and significant discounts on FPA benefits. It also provides your firm with credibility in the financial planning community, as your clients will recognize your commitment to the ethical practice and advancement of the financial planning profession.

Group Membership Packages

Through the Group Membership program, FPA will work with you to find the package that best suits your firm’s needs.

Sign me up!

Ready to join the Group Membership program? Complete and return your Group Application to Jess Sodman via email or fax, 303-759-0749.

At FPA, we recognize that no two firms are the same. If you would like more information on Group Membership and which package is right for you, fill out this form. We will work together to provide the best solution for your firm.

Questions?

For questions regarding FPA's Group Membership program, contact Jess Sodman at 800.322.4237 x 7116.

FPA’s Group Membership program is for firms who commit to FPA’s Code of Ethics and Standard of Care.