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Financial Planning Association

@onefpa.org

FPA provides professional development and practice management support to CFPs and financial planning professionals.

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Financial Planning Association (FPA) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and individuals involved in the financial planning process. As your partner in planning, FPA is dedicated to helping you achieve your professional goals through practice support, learning, advocacy, and networking. FPA provides professional development and practice management support to CFPs and financial planning professionals.


With FPA, you can access a range of resources and benefits tailored to your needs. These include the FPA Business Hub, which offers engaging content to help you transform your business and enhance your work as a financial planner. You can also take advantage of the FPA Marketplace, which provides access to exclusive benefits and potential savings on services from top companies.


Additionally, FPA offers various learning opportunities such as the UniFi by CAIA™ Programs, discounted for FPA members. These programs cater to the needs of client- and adviser-facing financial professionals. FPA also conducts research and publishes reports, including the Trends in Investing Survey Report, to keep you informed about the latest trends in the industry.


In terms of advocacy, FPA actively engages in promoting the financial planning profession. They support legislation like the Financial Exploitation Prevention Act and pursue title protection for financial planners. FPA also encourages its members to get involved in pro bono financial planning, providing opportunities to make a positive impact by offering their expertise to those in need.


Furthermore, FPA offers networking opportunities through events like the Annual Conference where CFP® professionals gather and share insights. FPA also caters to the next generation of financial planners through its NexGen program, providing a professional home for aspiring financial planners to thrive. Join FPA and benefit from their comprehensive support, resources, and networking opportunities to advance your career and achieve professional fulfillment in the field of financial planning

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