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.

PlannerSearch Consumer View

FPA PlannerSearch

Get Financial Planning Leads

Available Features & Listing Types for Financial Planning Leads

Already Have a Listing?

Questions

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