The Financial Planning Association® (FPA®) offers members discounted rates on a variety of products and services that are essential to operating a financial planning practice.
This list incorporates member-only discounts on some of the best product, service, and solution providers. These product and service partners have been reviewed by FPA to ensure they meet FPA's Code of Ethics and that they provide exclusive pricing for FPA members and their firms.
Back Office Support
Everything from office supplies and shipping, human resources, office space, succession planning tools, electronic document storage and more!
Education & Training
Includes significant discounts off CFP® test prep, continuing education, and other supplemental fiduciary programs to support the holistic CFP® approach to financial planning.
Coverage for all aspects of life and business, available at exclusive FPA member rates.
Encourage growth and client retention with these website providers, public relations and lead generation programs, and more!
Save on the tools you rely on everyday, including financial planning software, tools, and services.