PlannerSearch Consumer View

View PlannerSearch from the consumer's perspective

View PlannerSearch from the consumer's perspective.


View PlannerSearch from the consumer's perspective


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FPA PlannerSearch

View FPA's PlannerSearch tool

Get Financial Planning Leads

Our unique online tool, FPA PlannerSearch®, is designed to help consumers find financial planners who:

*Note: As PlannerSearch participant, you are responsible for ensuring that you are in compliance with all applicable licensing registration requirements. If you have any questions about registration or licensing requirements you should consult a compliance professional.

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.

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. √   

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Already Have a Listing?

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Questions

Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.


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Related Resources

 

75 Reasons to Become an FPA Member (PDF | 800KB)

You Belong at FPA: FPA Demographic Portrait (PDF | 1.4 MB)