ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.com

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YOUR PROFESSIONAL HOME.

EXPLORE THE BENEFITS OF MEMBERSHIP

MORE THAN JUST EVENTS

Events are the backbone of our Financial Planning Association (FPA) chapter.

However, the FPA offers so much more:

(click the first word of each item below to learn more)

Professional Development

Learn your way through this online portal for continuing education including webinars, live events, career development o​pportunities and peer-to-peer knowledge exchange forums.​

Professional Development Center

Receive digital and hard copy editions of the FPA award-winning, peer-reviewed Journal for the best current thinking, innovative, thought-provoking content, ideas and strategies plus contin​​uing education credit with access to searchable archives. Download editions with the JFP app.

Journal of Financial Planning

Increase your skillset and earn continuing education credit through live and on-demand, webinars. CFP® professional category members receive 6 FREE webinars annually.​

FPA Webinars

Participate in lively, monthly roundtables with Journal writers and contributors who illuminate, discuss and debate the thinking behind articles followed by Q & A about the issues from members’ p​erspectives by FPA Knowledge Circle hosts.

Journal in the Round

Attend the largest gathering of CFP® professionals and thought leaders in financial planning for t​ake home practical knowledge and strategies for immediate implementation in your practice.

FPA Annual Conference

Recharge​ and deepen your practice at this FPA gathering of top leaders, thinkers, and planners delivering in-depth learning with the potential to alter the course of your career and the profession.

FPA Retreat

Subscribe to this weekly digest of the latest in the profession, including news, policy updates and the tr​ends in practice management.

FPA SmartBrief

Access the latest theoretical and empirical research in personal financial management through this quarterly supplem​ent from the Academy of Financial Services and Journal of Financial Planning. CE in each issue.

Financial Services Review

Jump start your career in this experiential 6-day in-residence program. If you are eligible to sit for the CFP® Certification Examination, are a new or soon-to-be CFP® professional, build experience in real financial planning scenarios and establish mentor relationships with preeminent thought leaders. 

FPA Residency

Community

Expand your connections through FPA’s unparalleled nationwide chapters. Network and share ideas with colleagues and participate in local educational programs, events and leadership opportunities.​​​

FPA Chapters

Interact virtually wit​h peers through FPA Connect for forums that keep you  plugged into conversations of interest.

FPA Connect

Learn from your colleagues through hosted areas that gather FPA members with similar interests f​or best practice conversations online, over the phone, and in-person.

FPA Knowledge Circles

Volunteer your skills, talents and passion in support of financial planning through meaningful, one-time commitment or long-term projects/positions available at the national and chapter levels.​

Business Success

Connect with consumers through this online search tool for CFP® professionals. Additionally receive 4 client a​rticles for use in newsletters, promotions and on your website. (Eligibility requirements apply.)

FPA PlannerSearch

Access a comprehensive collection of member-only discounts on industry-leading consultants, top-notch education providers, first-class insurance plans, and best-of-breed software and technology from firms selected to help you take your practice to the next level. Savings on these essential business tools and resources can more than cover the cost of your a​nnual dues.​

FPA Member Advantage Program

Gain a competitive advantage through original research on business-centric topics and issues, in​cluding operations, personnel, human resources, marketing and technology. Detailed analysis, reports, whitepapers and resources, based on the research, will help you identify your business gaps and address them.​

FPA Research and Practice
Institute (RPI)

Run your business more efficiently, effectively and profitably with the latest insights and strat​egies from CFP® professionals and practice management experts.​

FPA Practice Management

Explore career opportunities through confidential online resume posting, automated weekl​y e-mail notification of new job listings and the ability to save jobs for later review. Employers and recruiters can search a large pool of applicants through targeted access to the nation’s most qualified financial planning talent pool.

FPA Job Board

Learn the essentials of working with journalists through your FPA chapter or organizatio​n-wide virtual trainings including how to pitch story ideas to reporters, what you need to do to prepare for interviews, how you can improve interview performance and tactics for ensuring you maintain a great reputation with reporters.

Media Training

Be a part of the unique media query system for CFP®professionals that connects journalists with FPA members on personal finance and financial planning stories. Queries are sent electronically to ​qualified ​CFP®professional members who attend an FPA-approved media training.

FPA MediaSource

Gain best practices and tips from experts, or volunteer to share your expertise in this program designe​d to connect emerging leaders with seasoned professionals to foster professional development while giving back to the profession.

FPA MentorMatch

Receive with a m​​onthly subscription to Money magazine plus access to the Money digital edition.

Magazine Subscriptions

Connect to fellow members who support the financial planning process through this directory acces​​sible on FPA Connect.

FPA Professional Services
Directory

Support the success of your smaller firm by enrolling in this program delivering all of the benefits of individual membership along with special savings on individual membership dues* and national conferences. Firms pay with one, streamlined invoice. *Savings applicable to FPA CFP® and Allied Professional memberships only.​

FPA Group Membership

Advocacy

Access sample lettters, templates, tips and tactics for connecting with your state and federal units of go​vernment.

Advocacy Toolkit

FPA Advocacy Days in Washington, D.C. and State Advocacy Days provide hands-on training, branded folders, badges and position leave behinds, a pre-event webinar, and the option of an ​advocacy team member to lead you through your first effort.

FPA’s role in​ the Financial Planning Coalition provides you with a powerful voice in Washington D.C. on joint policy positions and gives more direct access to policymakers on behalf of FPA members. Research and data driven projects help persuade public policy decisions on issues that advance your profession.

Financial Planning Coalition

FPA-PAC, the only registered PAC on Capital Hill, represents financial planners and financial planning building valuab​le relationships with candidates, providing access to leaders who share your concerns and educating policymakers.

FPA Political Action Committee
(FPA-PAC)

Find your elected state and federal officials with one click, and get up to speed with news and policy info that affects our profession. 

FPA Engage Platform