Member Discount Program

Your Membership Just Got More Valuable.

The membership you rely on for networking, advocacy, education and resources, also saves you money on the products and services that can help make you successful. Chances are, you already utilize some of these strategic partners in your every day business, or you've been considering them - why not enjoy your exclusive discount?

Best of all, we continue to negotiate savings on your behalf throughout the year, so check back often and discover new members-only offers as soon as they become available.

Take a look at how your members-only discounts can save you money:

Back Office
Office supplies, compliance and HR solutions that help your daily operations run smooth.

Banking & Insurance

Home, life and business-related options.

Education & Training
Prep and test for the CFP® exam and gain fiduciary training.

Growth & Succession
Expand your practice, or prepare for a transition.

Retain clients, increase your revenue stream, and generate new prospects.

Top financial planning software, tools, and IT services.

Member feedback is encouraged regarding new partnership opportunities, aimed at supporting FPA members at all levels of their career. Whether you are affiliated with a broker/dealer, starting your own RIA, just beginning or phasing out of your financial career: FPA's Member Discount Program wants to hear from you. Share your thoughts.


The products and services offered through FPA's Member Discount Program undergo a rigorous vetting process. Although FPA commits providers to a strict code of ethics, users of these products and/or services do so at their sole discretion. While FPA assumes no responsiblity for these products and services, FPA values your member experience and welcomes your feedback.





FP Transitions_Banner Ad