Fill out the form below to refer a colleague.

About the Member-Get-A-Member Program

Referring colleagues is rewarding with the Member-Get-A-Member program

Savings
Referring and referred members receive discounts on their annual membership dues. The more you refer, the more you can save!  Refer your colleagues to FPA, and

Recognition
FPA recognizes those who have contributed to the growth of FPA and the financial planning profession. The Member-Get-A-Member recognition program has five cumulative levels:

• 1-star: Refer 3–5 paying members
• 2-star: Refer 6–9 paying members
• 3-star: Refer 10–14 paying members
• 4-star: Refer 15–19 paying members
• 5-star: Refer 20 or more paying members

Members will receive special recognition in FPA publications and at FPA events and conferences.

Grow the community. Grow the profession. Grow FPA. 

Referral Form

*Referring members will receive a coupon for $25 off their renewal dues for every new Financial Planner, Associated Professional, or New to the Profession member who joins based on a referral. Refer new Educator, International or Student members and receive a coupon for $10. Student members are ineligible to receive referral discounts off their membership dues.

**Referred members will receive a one-time coupon for $25 good toward the price of their membership. Referred International, Educator, and Student members are ineligible to receive the referred discount off their membership dues.