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FPA Member Benefits 

The Financial Planning Association® (FPA®) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession. FPA members receive access to members-only content, discounts on the FPA Annual Conference registration, access to the FPA award-winning, peer-reviewed Journal of Financial Planning as well as discounts on personal and professional products and services through the FPA Member Advantage Program.

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TOP 10 REASONS Why FPA is Your partner in planning ™

1. Innovative Thinking

Get access to current, thought-provoking content, ideas, and strategies through your member subscription to the award-winning, peer-reviewed Journal of Financial Planning (a $529 value).

2. Networking with Peers

Learn from more than 24,000 of your peers working in a wide variety of business and compensation models connecting through local chapters, Knowledge Circles, and FPA Connect, a compliance-friendly online community.

3. Savings That More Than Pay for Your Membership

The FPA Member Advantage Program delivers a carefully selected, comprehensive collection of practice management resources, tools, and education providers that save you money.

4. Professional Development

Build knowledge with member-preferred rates for in-person events, and live and on-demand, high-quality webinars led by seasoned professionals covering today’s most relevant challenges and trends through the FPA Professional Development Center.

5. The Latest Trends

Gain a competitive advantage by identifying and navigating business gaps with detailed reports and whitepapers from original research on business-centric topics and issues including operations, personnel, human resources, marketing, and technology through the FPA Research and Practice Institute™.

6. Continuing Education

Access FREE CE credits annually through current and archived issues of the Journal of Financial Planning, the quarterly Financial Services Review, and six complimentary webinars for CFP® Professional members.

7. A Voice for Protecting Your Profession

FPA gives members a powerful voice on professional standards and potential laws that impact those who provide financial planning services and investment advice.

8. Tools for Business Success

Tools like the FPA Job Board, FPA PlannerSearch®, and FPA MediaSource provide you with opportunities to elevate professionally and ensure you thrive and reach your greatest potential.

9. Advancing the Profession

More than 1,000 volunteer leaders and 91 FPA chapters across the country are working to advance and increase visibility for the profession you love through educational programming, public outreach, and pro bono financial planning services. FPA is also home to the next generation of financial planners – FPA NexGen – a community of nearly 2,000 younger professionals.

10. Belonging Supports Your Success

Being a member of your profession’s association home identifies you as someone serious about your profession as well as purposeful about staying informed.

Questions? Contact our Membership Chair:  Mark Milligan for more information.