View PlannerSearch from the consumer's perspective.
FPA on:
PlannerSearch Consumer View
- Professionals >
- Membership >
- PlannerSearch®
FPA PlannerSearch
Get Financial Planning Leads
Our unique online tool, FPA PlannerSearch®, is designed to help consumers find financial planners who:
- Are a current member of FPA in good standing
- Are a CERTIFIED FINANCIAL PLANNER™ professional
- Are a RIA or bank affiliate*
- Adhere to FPA's Code of Ethics
- Abide by the FPA Standard of Care
*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 following requirements to participate in FPA PlannerSearch:
Available Features & Listing Types for Financial Planning Leads
| 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. | √ |
Already Have a Listing?
Questions
Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.
Login
Related Resources
75 Reasons to Become an FPA Member (PDF | 800KB)
You Belong at FPA: FPA Demographic Portrait (PDF | 1.4 MB)
