One Membership, Unlimited Potential
Join the community that will take your organization's visibility to the next level.
Institutional membership offers access to the right people through multi-faceted opportunities - from elite partner positioning to direct access to financial planning professionals. Leverage your membership to raise your organization's profiles, market key products and services, and connect with the most influential names in the profession. Become an institutional member today! You can also view a list of all current institutional members.
Benefits include:
- Use of the FPA Institutional Member logo
- Inclusion in FPA's Product & Service Directory
- Two-time use of the FPA membership mailing list
- Up to 10 FPA Individual Memberships
- Access to the FPA Speakers Directory
- Complimentary advertising space in the Journal of Financial Planning
- Discounts & exclusive opportunities including:
- Discounted advertising rates in the Journal of Financial Planning
- Discounted booth pricing at FPA's Annual Conference, our largest gathering of financial planners in the profession, with more than 3,500 attendees and over 250 exhibit booths
- Sponsorship opportunities specially designed for Institutional Members
Join Today!
- Download the Institutional Membership Application (PDF | 235KB)
- Download the Code of Conduct (PDF | 1.3MB)
Alliance Program
FPA's Alliance Program was developed for major financial services firms focused on creating a financial planning environment. This program caters to organizations with at least 100 employees that act as the national office.
Questions
Contact Corporate Sales:
E-mail: StrategicPartnerships@FPAnet.org
Phone: (800) 322-4237 Option 5
