108 Reasons To Become A Member

the PDF

$1.08 a Day Provides a Wealth of Member Benefits:
108 Reasons FPA is the Heart of Financial Planning™

  1. Annual Conference & Exposition provides premier education, networking, continuing education credits & career development
  2. Journal of Financial Planning: the award-winning, peer-reviewed, monthly publication featuring the profession’s thought-leaders
  3. New and improved FPA member/professional Web site offering easy access to online resources and tools
  4. Consumer media awareness of the value of financial planning and the profession—in excess of 300 million media impressions touting the value of working with a financial planner in 2008
  5. Provides wise and insightful publications that cultivate the body of knowledge and answer the needs of financial planning professionals

  6. Free online educational opportunities in the Virtual Learning Center
  7. Compliance support and ongoing updates from the profession’s experts
  8. Electronic publications provide cutting-edge information to grow, maintain and enhance your practice
  9. Numerous opportunities to earn CFP Board continuing education (CE) credit free or at a discount
  10. Practice management research
    at your fingertips
  11. Marketing Toolkit—Ready-to-use marketing and public relations materials
  12. Customized career planning
  13. Members-only access on the FPA Web site
  14. Partnerships with AARP, National Associations of Women Business Owners and American Pharmacists Association
  15. Free regulatory and licensing information
  16. FPA Member Advantage Program—discounts and programs available only to FPA members!
  17. Exclusive PlannerSearch® referral service
  18. Financial literacy tools through relationships with Junior Achievement and JumpStart Coalition
  19. Live ethics sessions
  20. Timely legislative updates through Capitol Update
  21. Conferences and retreats provide connections to colleagues
  22. Cost effective and customized learning experiences
  23. Online Virtual Learning Center discussions
  24. Templates for marketing brochures and newsletters
  25. Support from peers & industry leaders
  26. FPA News Briefthenewsletter which keeps you current on the financial planning profession
  27. Answer consumer questions directly via FPA’s Ask a CFP® Professional e-mail hotline
  28. Self-study CDs on the profession’s latest topics
  29. Opportunities for national media exposure
  30. FPA Café—Lively online discussions
  31. Find a mentor… be a mentor… through Coach Match
  32. Practice Management Solutions—the profession’s leading practice management magazine
  33. Local networking opportunities through FPA’s nationwide network of chapters

  1. FPA MarketPlace—the directory for financial planning products and services
  2. Member discounts on FPA products and services
  3. Building relationships with the public and the media to promote the value of financial planning
  4. Volunteer opportunities at national and chapter levels
  5. Leadership and advocacy experts hard at work on your behalf
  6. Access to personal leadership development opportunities
  7. Grassroots public relations efforts at the chapter level
  8. Member discounts on client marketing brochures
  9. campaign highlighting client-centered financial planning
  10. FPA member-to-member outreach during catastrophic events—providing office space, furniture, computers and more
  11. Financial Planning Perspectives article series—enlighten clients and prospects about timely financial planning topics
  12. Education your way—live, online or archived continuing education sessions
  13. Speaking opportunities to consumer audiences
  14. Leadership content at every FPA event
  15. Leadership opportunities at the national level
  16. National media coverage on important financial planning issues
  17. Advocacy for the profession and the client
  18. Local speaking opportunities at schools, colleges, libraries and more
  19. Private-labeled PlannerSearch® reaching targeted online audiences
  20. Building relationships with regulators and legislators
  21. An organization of like-minded professionals with a client-centric philosophy
  22. Advancing the financial planning profession for future generations of financial planners
  23. Connections to businesses that support financial planners
  24. Member discounts on products and services through FPA affinity programs
  25. Publishing opportunities in Journal of Financial Planning
  26. FPA’s strong voice on Capitol Hill
  27. Learn from Industry-leading experts
  28. Local chapter-sponsored educational opportunities
  29. Local media opportunities at the chapter level
  30. Ongoing regulatory monitoring
    that puts your interests first
  31. Robust consumer education programs
  32. Everyone benefits from building relationships and increasing awareness
  33. Comprehensive learning model based on career stage and level of proficiency
  34. Online leadership training
  35. National promotion of the financial planning profession
  36. Direct access to regulatory bodies and elected officials
  37. New member orientation at FPA’s Annual Conference and special offers for new FPA members
  38. Research Spotlightquarterly research publication sharing trends and consumer research
  39. Contributing to the growth of the profession
  40. Ongoing dialogue on important issues affecting the financial well-being clients

  1. Online Practice Services Center offering business ideas and practice management tips
  2. Resourceful & helpful FPA national staff
  3. Learning opportunities to meet any budget or schedule
  4. Leadership opportunities at the local level
  5. Stay in touch with local issues
  6. Study groups hosted by chapters
  7. Access to marketing research, surveys, trend analysis
  8. Cross-border network of associated professionals to help you grow your practice
  9. Online access to Virtual Learning Center archived sessions
  10. Journal of Financial Planning Between the Issues—Receive bonus online content monthly
  11. Benchmark your practice with the FPA’s Member-Get-A-Member Rewards Program
  12. Opportunities to share and learn best practices
  13. Regional symposiums presented by chapters
  14. Self-study ethics programs
  15. Financial Frontiers Awards—Recognizes the profession’s most innovative ideas
  16. FPA Career Center offering opportunities to help secure interns
  17. Celebrating the profession and the members
  18. FPA Business Solutions—the advanced practice management conference
  19. Access to regular chapter meetings

  20. a community of interest conference
  21. Free CE credit opportunities with every issue of Journal of Financial Planning
  22. Discounts on programs to help members attain the CFP® certification
  23. Nationwide network of almost 100 local chapters
  24. Professional recognition with the Heart of Financial Planning Distinguished Service Awards
  25. Cross-border opportunities with international sister organizations
  26. Online Career Center connects employers and job seekers
  27. Membership Longevity Recognition recognizing your commitment to FPA
  28. Special editorial supplements: Broker- Dealer,Trends In Investing, FPA Boston 2008 and Retirement Distributions Planning
  29. Demographic profiles of consumers via PlannerSearch®
  30. Pro Bono opportunities through FPA allow you to give back to your community
  31. Exclusive enhanced FPA membership directory
  32. FPA’s humanitarian outreach during catastrophic events (Hurricanes Katrina & Rita, 9/11)
  33. Conference programming centered around ethics
  34. FPA-PAC: Representing financial planners and issues affecting your practice in Washington, D.C.
  35. Chapter scholarships for CFP® students