Our unique online tool, FPA PlannerSearch®, is designed to help consumers find financial planners who:
*In accordance with FPA policy, participants in FPA PlannerSearch must be affiliated with a state or SEC-registered investment adviser or a state or federally chartered trust or banking institution, unless they are otherwise exempt from registration.
Sign up for an Enhanced Listing ($99) or a Basic Listing (free) and gain visibility with thousands of potential clients a month. You must meet the eligibility requirements listed above to participate.
|PlannerSearch Features||Enhanced Listing||Basic Listing|
|Display address, city, state, phone and fax||√||√|
|Get recognition as a CFP® certificant and member of FPA||√||√|
|Get financial planning leads e-mailed directly by consumers through the PlannerSearch system||√||√|
|Get priority listing on search results pages||√|
|Add a photograph and/or company logo to your listing||√|
|Access View Leads, a feature that allows you to retrieve information on consumers who search on you||√|
|Get instant e-mails of consumers looking for planners in your geographic area||√|
|Four client articles for your practice to use in newsletters, promotions, and on your website.||√|
Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.