Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
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FPA Retreat 2024

Register to attend FPA Retreat 2024 to join us in Tucson from May 6-9! It's one event you will not want to miss!

The Latest in Practice Support

Media

Media Mastery 2.0

It's more than just a course; it's a prerequisite for financial planners like you who aim to drive impact in working within the world of media relations and want to speak with authority and confidence.
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TIFIN Wealth

FPA members managing less than $100M in AUM can now receive free access to TIFIN Wealth, the AI Engine for Organic Growth.
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FPA Business Hub

The FPA Business Hub puts engaging content at your fingertips to help you transform your business and impact your work as a financial planner.
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The Latest in Learning

2024 Trends in Investing Survey: Participate Now!

Share your thoughts on investing to help shape the content of the June issue of the Journal of Financial Planning. The annual Trends in Investing Survey takes no more than seven minutes and the results will reveal industry-shaping trends.
Participate Now!

The Transformative Power of Technology on Client Relationships

Cutting-edge research conducted by eMoney Advisor and FPA reveals the profound impact of client portals.
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UniFi by CAIA™ Programs Discounted for FPA Members

All FPA members are eligible to receive discounted access to UniFi by CAIA™, an online series of educational offerings geared towards the needs of client- and adviser-facing financial professionals.
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The Latest in Advocacy

On-Demand: FPA PAC Virtual Reception

FPA PAC held a virtual reception on February 8, 2024, to provide an update on the PAC’s activities and provide FPA members with an overview of current legislation and regulation being considered.
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FPA CEO Patrick Mahoney Represents FPA at EBSA Hearing

Patrick Mahoney, CEO of the Financial Planning Association, was honored to speak before the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) regarding the proposed Retirement Security Rule.
Read The Remarks

FPA Pleased to Support and Co-Sign Letter to Urge Senate to Act on Financial Exploitation of Seniors

Letter supports the Financial Exploitation Prevention Act (S. 1481/H.R 500) and requests the U.S. Senate pass the legislation immediately.
Read The Letter

The Latest in Networking

52nd Annual FPA NorCal Conference

The FPA NorCal Conference is a leading financial planning conference dedicated to the education, knowledge, and growth of financial planners. The conference will be held May 28-29 at The Palace Hotel in San Francisco.
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FPA NexGen: Supporting the Next Generation of Planners

The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. FPA gives them a professional home from which they can thrive.
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FPA Chapters: Connect with Your Local Community

FPA’s network of 79 chapters and state councils play a critical role in driving the value of FPA membership.
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FPA News and Updates

Learn what's taking place that benefits you and the profession.

FPA CEO Update for Q1 2024

DENVER (March 22, 2024) – Read FPA CEO Patrick D. Mahoney's quarterly CEO Update for Q1 of 2024. In the latest Update, Patrick highlights the new 10-year strategic vision for FPA and provides details on some recent announcements.
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Kansas State University Professor Named New Academic Editor for the Journal of Financial Planning

DENVER (January 11, 2024) – FPA is pleased to announce that Derek R. Lawson, Ph.D., CFP®, will serve as the new volunteer academic editor of the award-winning, peer-reviewed Journal of Financial Planning.
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FPA Provides Comments on the U.S. Department of Labor’s Retirement Security Rule

DENVER (January 3, 2024) – FPA offered official comments on the U.S. Department of Labor’s Proposed Retirement Security Rule.
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Partner Spotlight

Professional Education

Take Advantage of Exclusive FPA Discounts!

College for Financial Planning, a Kaplan Company, offers FPA members discounts on prep courses for CFP®, CFA, CAIA, FRM and more!